CERTIFIED PROFESSIONAL BOOKKEEPERS
702-515-7420

Meet Our Team

Danie Ives

DANIE IVES, CEO & Founder

Affectionately referred to as an Ameristralian by her husband, Danie was born and raised on the east coast of Australia. Having spent 6 months in Tokyo during high school and wanting to live abroad again, she moved to the United States as a senior in university.

An alumnus of the University of Queensland, Australia and the University of California San Diego, Danie holds degrees in psychology and business and has been a full charge bookkeeper since 1992. She founded Adjusted Balance, Inc. in 2005, and has since worked with a wide variety of clients, applying her own experience growing a business to help other small businesses achieve success and financial freedom.

Committed to making a difference, Danie has dedicated her personal time to providing pro-bono services to various churches and non-profits and actively volunteers for charities including Disaster Relief, ASPCA, Navy-Marine Corp Relief Society and Team in Training.

An avid runner, Danie is currently training for her 5th marathon, while caring for 2 rescue dogs you might hear barking in the background when you call!

Jim Brilz

JIM BRILZ, Director of Business Development

Jim Brilz started in good old-fashioned customer service. He first worked at a record store, back when you went into a store to buy music; followed by a 5 star hotel and later in general aviation.

After 4 years managing fueling operations, Jim bought his first aircraft maintenance business in 1994. Less than one year later he bought an aircraft fueling operation from his neighbors at the Oxnard Airport in California.

Jim’s next venture was buying into a struggling hardwood flooring company, that in 2004 made less than $15,000 profit. Under Jim’s guidance the company was making over $200,000 a year profit by 2010 with a 25% profit margin, almost unheard of in the flooring business.

Having been interested in small business and the welfare of small business owners for over 2 decades, Jim went to work with his wife Danie at Adjusted Balance in 2010. Adjusted Balance provides an opportunity for Jim to apply his 22 years of management and customer service experience to pursue his primary purpose. He now uses these skills to help business owners achieve their goals and dreams through sustainable growth.

RECOMMENDED RESOURCES

ANDY SIMONSEN, CPA
Gellert Riggs & Company

315 East Canon Perdido Street Santa Barbara, CA 93101 Phone: 805-965-1061 Fax: 805-965-3997

MARIA PRINCE-HERNANDEZ
Ovation Payroll

District Sales Manager CA & NV 1221 East Dyer Road, Ste. 295
Santa Ana, CA 92705
Phone: 805-844-0318
mprince@ovationpayroll.com
www.ovationpayroll.com
“Payroll with Personality”

MAHESH ODHRANI LUTCF
Wealth Strategies Group

Financial Advisor 8379 W. Sunset Road, Suite 140
Las Vegas, NV 89113
702-735-4355 x209
modhrani@wealthsg.com
www.wealthsgnv.com
“Uncommon Strategies for Uncommon Results”
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 6455 South Yosemite Street, Suite 300, Greenwood Village, CO 80111. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 1-888-600-4667. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. Wealth Strategies Group is not an affiliate or subsidiary of PAS or Guardian. PAS is a member of FINRA, SIPC.

BRIAN J. MCEVILLY, RHU
Mcevilly Benefits

7260 West Azure Drive, #140-201
Las Vegas, NV 89130
Phone: 702.839.1750
Cell: 702.806.4546
Fax: 888.415.4085
Email: brian@mcevilly.com
www.mcevillynv.com
"Life & Health Insurance Specialists"

ALYSSA SIMONSEN
Simonsen Insurance Solutions

CA Insurance License 0F31206
5662 Calle Real #164
Goleta, CA 93117v (805) 729-4737
(805) 845-8333 FAX
www.simonseninsurance.net

CARRIE BAHU
Brand Identity & Graphic Design

Phone: 805-882-2532
thebahu@yahoo.com
“Custom Logos, Marketing and Web Design”

ANDREW JURAS
TelAssistant / Allied Offices

Telephone Answering and Virtual Office Services
10161 Park Run Dr, Ste 150, Las Vegas, NV 89145
866-514-4555
702-835-6800
ajuras@telassistant.com
www.telassistant.com
www.alliedoffices.com

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