About Balanced ATM

| Our Mission
To help entrepreneurs achieve their business goals by empowering them with the tools to make financially strategic decisions to grow their organization.

man using laptop
| Guiding Principles
| History

Lolita Vazquez is the Founder & President of Balanced ATM, a client-proclaimed QuickBooks Superhero, United States Marine Corps Veteran, and mother of three. After working at traditional CPA firms and as a QuickBooks Consultant for Robert Half, Lolita was searching for a more fulfilling role.

What started in February 2016 as a part-time endeavor and personal brand has since grown to a team of three accounting advisors, each of which bring different specializations and accounting experience for varying industries. Together they have devised a unique system to assist their clients and one another.

“When I worked at CPA firms I rarely had the opportunity to speak or meet with clients. I was missing that feeling of personal involvement in their success. That’s when I started consulting work through Robert Half. I enjoyed having a one-on-one relationship with business owners and their team. Balanced ATM manifested as my way of replicating that sense of service across a broader community of entrepreneurs.” - Lolita Vazquez

| Our team

  • | Lolita Vazquez
    FOUNDER & PRESIDENT

    Lolita started her accounting career over 8 years ago after deciding to switch from the culinary arts industry. Her experience accounting for clients in various industries brings a unique approach to the application of innovative technologies.

    Lolita has studied accounting at LaGuardia Community College and Drexel University. She is currently attending Capella University and working towards a Certified Management Accountant designation to enhance her career and the firm’s service offerings.

    Outside of work and school, you’ll find Lolita and her family doing some sort of outdoor activity, traveling, or hosting a family gathering at their home in Los Angeles.

  • | Felicia Barras
    SENIOR ACCOUNTING ADVISOR

    Felicia has led an impressive accounting career for more than 35 years ranging from Full-Charge Bookkeeper to Controller. Her career in accounting started when she discovered her passion for it after taking a course in high school, and it has continued to soar from there.

    Felicia brings an unparalleled level of expertise to the firm. She provides advisory on all of our clients’ human resources and tax preparation needs.

    Aside from work, Felicia rewards herself by spending time with friends and family in Los Angeles and Houston.

  • | Nishma Morris
    JUNIOR ACCOUNTING ADVISOR

    Nishma has an extraordinary story to tell of being born in her native Panama, a former Miss Caribbean Queen, and United States Marine Corps Veteran.

    Nishma’s mastery of bookkeeping, fixed asset management and tax preparation have been valuable to the expansion of the firm.

    Nishma has an Associate’s Degree in Accounting and is currently working towards her Bachelor’s Degree at the University of Maryland.

    In her spare time, you may catch Nishma and her family enjoying themselves at a comedy show, concert, or sporting event in New Orleans.

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