About Us
The Systems Behind the Lifestyle.
We are Thomas & Eliana—the strategic partners behind Automation for Balance. We build the financial and operational infrastructure that allows businesses (and families) to thrive.
Efficiency Isn’t Just Our Business—It’s Our Life.
We don’t just preach “systems” and “remote work”—we live them. As a worldschooling family, we run our agency from across the globe.
This lifestyle requires flawless organization, audit-proof financials, and technology that works on autopilot. There is no room for chaos when you are balancing client assets and international travel.
We built Automation for Balance to bring that same level of operational discipline to you. Whether you run a multi-unit franchise or a high-volume e-commerce brand, we treat your business with the same rigor we treat our own: Built for freedom. Built to scale.
Thomas
Head of Finance & Operations (The Logic & The Architecture)
“Technology isn’t just about tools—it’s about solving the $100k problems that hold businesses back.”
With over a decade of expertise in digital transformation, Thomas acts as the Fractional Controller and Technical Architect for our clients. He doesn’t just “do the books”; he designs the workflows that make the numbers make sense.
His Superpowers:
- The Fractional Controller: Transforming messy multi-unit data into clear, consolidated financial reports.
- The Automation Architect: Connecting your disconnected apps (Xero, Shopify, CRM) into a single “Source of Truth.”
- The Low-Code Developer: Building custom internal dashboards and apps when off-the-shelf software fails.
The Tech Stack:
- Finance: Xero Advisor Certified, QuickBooks Online Advanced, Gusto.
- Code: Python, SQL, HTML/CSS/JS.
- Automation: Make.com, Zapier, n8n, Relevance AI.
Connect with Thomas on Linkedin
Eliana
Head of Strategy & Communications (The Voice & The SOPs)
“A system without a strategy is just a tool. I ensure your operations speak the same language as your brand.”
Eliana bridges the gap between Operations and Brand Strategy. While Thomas builds the engine, Eliana writes the manual. She specializes in turning chaotic internal knowledge into documented Standard Operating Procedures (SOPs) and turning brand goals into high-performing content strategies.
Her Superpowers:
- The Process Architect: Documenting and standardizing SOPs for Franchises and growing teams.
- The Content Strategist: designing SEO-driven content clusters that position you as an authority.
- The Bilingual Communicator: Managing global communications and translating brand vision into clear execution.
The Strategy Stack:
- Content: SEO Keyword Research, Content Ecosystem Design, Cluster Strategy.
- Operations: SOP Documentation, Notion/ClickUp Architecture.
- Tools: Google Workspace, Microsoft Suite, Advanced AI Frameworks.
Connect with Eliana on Linkedin
The “Logic” Meets The “Voice.”
Most agencies give you either a bookkeeper or a marketer. We believe you cannot scale without both.
- Thomas ensures your business is profitable, compliant, and automated.
- Eliana ensures your business is organized, documented, and visible.
Together, we provide a complete back-office solution. We don’t just “assist.” We partner. We audit. We build. And we stay to make sure it runs forever.
Built for Forward-Thinking Owners.
🌐 Borderless Operation: We understand the nuances of global business, multi-currency finance, and asynchronous communication.
🔒 Security First: We utilize enterprise-grade security protocols (LastPass, encrypted communications) to protect your financial data.
🤝 Boutique Attention: We are not a massive call center. When you hire us, you get us (and our carefully vetted internal team).