LEADERSHIP TEAM

 

Carly Headshots
Crystal Photo

Carly Virtue

President & Fractional CFO

Carly, the founder of Balanced Solutions, combines the education of a CPA, MBA, and almost 20 years of professional experience. With years of exposure in leading finance across multiple global enterprises and managing various departments, she excels at delivering strategic CFO services that drive business objectives forward. She collaborates with medium-sized business owners and Boards of Directors to be a strong financial partner for their success. Her principal areas of focus involve alleviating financial management pressures from owners/CEOs through building a strong financial strategy, process improvements and efficiencies, assembling strong finance teams, and developing specialized reporting packages that enable owners to make informed financial, operational and overall business decisions.

 

AJ

Andrew Jones

Fractional Controller

With 16 years of senior financial management experience in the pharmacare, commercial, and construction industries, Andrew has successfully bridged the divide between pure accounting, finance strategy, and leadership. He’s worked closely with senior & C-suite executives to foster partnerships, efficiencies & accuracy and ensuring the financial health of corporations while adhering to financial and regulatory compliance. Over that time, Andrew has also worked with individuals on their personal and self-employed tax requirements focusing on investment management and tailored retirement strategies. When his laptop is powered down, you’ll likely find Andrew ‘mastering’ his golf game at a variety of courses across Ontario.

 

Crystal Swartman

Senior CAS Specialist

With a Diploma in Business-Accounting, 15 years of experience, almost 10 of which is providing bookkeeping services for small businesses, Crystal excels at finding efficiencies and process improvements for delivering services to Balanced Solutions clients. Highly detail oriented, she strives for accuracy and enjoys working through challenges to put in place organized systems and apps to deliver quality financial products.

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