I am happy you found us! Having personally invested in real estate, as well as managed the books for real estate investors and developers for over 10 years, I know firsthand the unique financial (and operational!) challenges and opportunities in the industry. It is an exciting space filled with tremendous potential…and some tumultuous stories!

While my career includes a Master’s in Accounting, 15 years as a CPA, Big 4 experience, Controller positions, and small business bookkeeping roles across varying industries, I have found my true passion is helping you, the real estate investor, who may not be as comfortable with the numbers, ledgers and reports needed for your properties. I efficiently translate financial data into understandable and actionable insights so you can make smarter decisions, optimize your portfolio, remain compliant and confidently grow your business.

At The Balanced Trellis, our goal is simple: to be your trusted, supportive partner in helping your real estate business succeed. Our approach is professional, responsive, and refreshingly easygoing.

Outside of working with my investors, I am enjoying life with my husband and three kids. I love traveling, staying active, reading, and spending quality time with family and friends. If you also have a life outside of your portfolio, I look forward to connecting with you to see how we can support your real estate growth.

~Meagan Finazzo
Founder of The Balanced Trellis

Welcome to The Balanced Trellis