Meet Our Team

Anne Mochulsky

CB, Managing Partner

Prior to co-founding Balancing Act Financials, LLC, Anne was a full charge bookkeeper for a Greenwich interior design business where she gained extensive knowledge of Studio Designer (an industry specific design), and accounting software including QuickBooks. Her clients include manufacturing companies, restaurants, decorators, designers and retailers. Anne was formerly the Treasurer for the Friends of the Ferguson Library and was on the finance committee for the Enoch Crosby chapter of the Daughters of the American Revolution. In addition, Anne is a current Connecticut Notary Public. She is a certified QuickBooks Pro Advisor and a member of the American Institute of Certified Bookkeepers. Anne received her BS from Sacred Heart University in 2000.

Aimee Roden

CB, Managing Partner

Aimee is a certified QuickBooks Pro Advisor and a member of the American Institute of Certified Bookkeepers. Prior to co-founding Balancing Act Financials, LLC, Aimee was a paralegal with a specialty in the healthcare finance industry while also focusing her efforts as a contract negotiator for Colorado’s largest health plan, and locally as Stamford Hospital’s Managed Care Director. She also has extensive knowledge of the operations and management of restaurant businesses. Aimee applies her industry skills and knowledge to her practice as a bookkeeper, servicing many different types of local businesses on a daily basis. Aimee received her BA from Castleton University and Paralegal Certificate from Denver Paralegal Institute. 

Senior Associate

Rich Montier

Bookkeeper

Rich Recently joined the BAF team. He is a certified bookkeeper and has extensive experience in leading training function in corporate HR. He is also a member of SEC's corporate HR department.

Stanley

Senior Associate

A career controller, CFO and operations executive, Stan has many years of accounting and financial leadership under his belt. He has lead several companies with annual sales of $100 million+ in apparel, textile, and hospitality industries. Stan received his BA from Siena College and MBA from Iona College.

Maria Angelo

Address

1074 Hope Street, Suite #209, Stamford, CT 06907, USA

Contact

(203) 548-0223

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