About Us
Why We Are Different
Since 2017 we have been helping business owners achieve better business performance.
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Experience
With over two decades of experience in revenue and finance leadership roles, and a team of dedicated professionals who are smart, responsive, detail oriented, efficient and easy to work with, our clients consistently recommend Balanced Revenue Services to other portfolio business, peers and within their business network. Our team is 100% US based and focused on quality work and your business success.
Partnership
We partner with clients as a strategic extension of the leadership team, aligning financial and revenue goals with overall business vision.
This partnership centers around understanding current state, developing growth opportunities, establishing business goals, cleaning up reports and metrics, and helping to develop your business with profit, efficiency, accuracy in mind.
Results
Clients of our experienced fractional leadership and bookkeeping business consistently achieve superior financial clarity, cost reductions of 20-30%, and accelerated growth through expert oversight, improved strategy and streamlined processes and efficiency improvements:
- Between 15 - 25x ROI on Fractional Revenue Leadership engagement costs
- An average of 17% profit improvement for our bookkeeping clients
Kate Wittemann - Founder & CEO
Kate’s career in the financial services industry spans over 20 years, specializing in Compliance and Controls of books and records.
She began her career in finance in 2003 with the oversight and reconciliation of Accounts Receivable for an independent television station based in Atlantic City, New Jersey. In 2007, she joined AXA Equitable and after successfully completing all FINRA licensing requirements in 4 months, was promoted to Senior Branch Controls Manager of the Baltimore, Maryland branch. During her tenure as Senior BCM, the branch received top honors for being the number one performing branch in the country, and Kate was awarded the AXA Equitable 2012 Rising Star Award for her success in redefining and streamlining the Compliance and Controls procedures for the branch. Over the course of her time as Senior BCM, Kate strove to improve office workflow efficiency and security, directly affecting the branch’s ability to become and maintain themselves as a top performing branch.
In 2013, Kate joined Morgan Stanley as a Manager within their Wealth Management / Branch Exams Division to provide internal oversight and conduct branch examinations nationwide at physical branch locations to ensure compliance with regulatory and firm procedures and policies.
After her son was born unexpectedly premature, she decided on a career change allowing her more flexibility and the ability to be home with her family. In 2017 Balanced Bookkeeping was founded so that she could utilize her extensive corporate financial controls and internal auditing experience to provide small business bookkeeping support to service based businesses.
Kate has earned her FINRA 7, 24, and 53 regulatory licenses and is a student of Developmental Psychology at Lesley University in Cambridge, Mass.
When not at work, Kate can easily be found knee-deep in a home DIY project or off on an adventure with her husband & son.
Paul Wittemann - Founder & CRO
Heading up our Fractional Leadership division, Paul brings a unique mix of experience to his role as a Fractional CRO with over 25+ years leading Marketing, Sales, Revenue Operations and Customer Success teams in a variety of industries. Paul has built two startups (including a top 15 Inc. 500 award in 2011) and led revenue teams at private equity owned businesses between $20M - $700M in top line revenue.
Paul has had direct leadership roles with portfolio companies owned by Platinum Equity, Sycamore Partners and Bregal Sagemont. In his Fractional Revenue Leadership role he works with privately held and PE owned businesses between $10-$100M in revenue in manufacturing, B2B business services, construction services, contracting and related businesses.
Paul started his career in Sales, and these direct selling roles give him a unique perspective on how lead quality, sales processes, customer segmentation, sales support, pricing strategy, customer communications, compensation plans and service support all have an impact on the execution of a well intended go to market strategy.
A pragmatic, collaborative and positive leader, Paul effectively balances top line revenue growth with profit and EBITDA expansion by focusing on a few key areas including:
- Optimize customer journey and communication across revenue teams
- Analyze and improve efficiency and effectiveness of Marketing and Sales teams
- Improve customer retention, referrals and revenue through Customer Success initiatives
- Leverage customer data and market feedback to improve Go-to-Market strategy
When not in the office, Paul can be found coaching his son's baseball team, working on home projects, skiing, playing golf or traveling to new places with his family.
Diane B.- Director of Operations
Diane brings a wealth of experience to her role as Director of Bookkeeping Operations including financial and operational oversight over small businesses, as well extensive experience leading town committees, boards and overseeing municipal budgets and expenditures.
In hear role as Director of Bookkeeping Operations, Diane ensures that the team meets quality and consistency standards while ensuring client needs are being met, while leveraging and in compliance with all GAAP requirements.
How we got here...
We left corporate America when our son was born 16 weeks early in 2015....and we quickly realized that heavy travel, sales meetings, location audits and board presentations weren't possible anymore. The business was founded two years later with a focus on partnering with business owners to achieve more, free up their time, improve profitability and level up their business performance.
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2017
Balanced Bookkeeping Services Founded
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2018
Quickbooks Certification
Social Media Launched
First 10 Customers!
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2019
First Employee
20+ Clients!
First Office
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2020
Covid Hits - PPP Loans
25+ Clients
100% of Clients Survive Covid
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2021
Bill.com Partner Program
DEXT Partner Program
30+ Clients!
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2022
Fractional Revenue Leadership Services
45+ Clients
Fractional CRO Clients
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2023
Bookkeeping Team Expansion
55+ Clients
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2024
Hubspot Partner Program
Fractional Controller Services
70+ Clients
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2025
Revenue Accelerator Launched
100+ Clients
By The Numbers
Happy Customers
Average Profit Increase
Quickbooks Platinum Advisors
Private Equity Portfolio Clients
About Us
With packages and services to fit a variety of businesses and challenges, lets connect and see how we can support you.
Contact Us
Give us a call or schedule some time to talk with us via meeting link below. We look forward to connecting!
(978) 331-0034
Balanced Revenue Services
319 Littleton Road, Suite 102,
Westford, MA 01886