Our People
The Create Balance Team
We’re a small but mighty team of accountancy and tax professionals who genuinely care about the people we work with.
The People behind Create Balance
We believe great accountancy is built on relationships – and we invest in ours.
Each member of our team brings expertise, energy and a commitment to doing excellent work. We support one another, share knowledge and always aim to give our clients the best of ourselves.
Danielle started her accountancy career as an apprentice in Tunbridge Wells in 1999 and hasn’t stopped moving forward since. After qualifying with the AAT and training as an auditor in London, she spent nearly a decade as Finance Director at a local food company – learning first-hand what small businesses really need from their finances. She founded Friends Financial in 2013, pioneering the outsourced Finance Director model, before rebranding as Create Balance in 2021. Now a Chartered Accountant with the ICAEW and over 25 years’ experience, Danielle is known for getting under the skin of every business she works with – and genuinely caring about the outcome.
Jane didn’t set out to become a tax expert – she had her sights set on fashion. But tax found her, and it turned out to be a perfect fit.
With over 30 years’ experience across accountancy, law practices and wealth management, Jane is a Chartered Tax Adviser who specialises in personal tax, Trusts and Estates. She’s particularly valued by local solicitors for her expertise in capital gains, estate and inheritance tax – complex areas she has a rare ability to explain clearly and without jargon.
Clients trust Jane because she genuinely invests in understanding their situation, not just their tax return.
Becky’s connection with Create Balance goes back further than the business itself. She started her accounting career as Danielle’s apprentice at Spring Foods Limited, and the two have worked together – on and off – ever since.
Now a Senior Client Manager and FMAAT qualified with over a decade of experience, Becky leads the Business Intelligence Team, bringing meticulous attention to detail to everything from VAT returns and management accounts to cash flow and bank reconciliation.
Clients rely on her as the steady, knowledgeable presence in their day-to-day finances – the person who always has the answer and always gets it right.
Jack joined Create Balance in 2025 to head up the Business Compliance team, bringing over 12 years’ experience and a background that spans everything from owner-managed businesses to large multinationals across construction, manufacturing, professional services and the not-for-profit sector.
A Chartered Accountant and Fellow Member of the AAT, his audit background has given him a sharp eye for detail and a strong instinct for helping clients get their finances properly structured.
When he’s not working through a set of accounts, you’ll find him at the climbing wall or out in the great outdoors with his two sons and their dog.
Chloe joined Create Balance in 2024 as a Level 4 AAT Apprentice and has since qualified as an MAAT – a progression that reflects both her own commitment and the kind of environment Create Balance works hard to create.
With five years of experience across practice and industry, she leads on bookkeeping and payroll, bringing a meticulous eye for detail and a genuine care for getting every piece of work exactly right.
She’s collaborative by nature, quick to take on new challenges and, by her own admission, happiest when the books balance.
Octavia didn’t come to tax in a straight line. She graduated in Biology from the University of York in 2025, but found herself drawn to the analytical side of her studies – which led her down an unexpected path into accountancy.
After gaining her ACCA Level 2 Diploma and Xero certification, she joined Create Balance, initially for a different role. A conversation with Jane changed that.
Now working as a Trainee Tax Assistant and working towards her ATT qualification, she’s building the foundations of a career in tax – and discovering that the most fulfilling paths are often the ones you didn’t plan for.
From the Founders ...
What our clients say
EXCELLENT Based on 4 reviews Posted on Google Karen McClure29 January 2025Trustindex verifies that the original source of the review is Google. Danielle, Becky and all at Create Balance are a highly professional team who have helped us refocus on our financial goals, our HR systems and set up, and have been a really great support.Posted on Google Louise Johnston23 December 2024Trustindex verifies that the original source of the review is Google. Jane was amazing in helping me get all my questions answered about my salary and taxation. I use Create Balance on a monthly basis to keep my finances 100%, and that takes a huge stress off me knowing that they take care of it. Thank you Jane!Posted on Google Benjamim Sutch7 December 2024Trustindex verifies that the original source of the review is Google. The Create Balance team are a pleasure to work with. Their team is professional, responds quickly to requests, and always provides proactive and relevant industry updates that affect my business. Thank you!Posted on Google Kate Lovejoy - Info3 December 2024Trustindex verifies that the original source of the review is Google. We’ve worked with Create Balance for several years now and couldn’t recommend them highly enough. Throughout that time, we’ve felt incredibly supported and in safe hands, which is invaluable. Beyond that, we’re continually encouraged every step of the way! Thank you, Create Balance!
- People First – our clients and team come first, always.
- Quality – we deliver our best work, every time
- Collaboration – we work together and support one another as well as our clients.
- Efficiency – we get things done in a timely, organised way.
- Innovation – we're always asking whether there's a better way.
Talk to an expert
Our tax and accountancy specialists are here to help you consolidate, plan or grow. Let’s start a conversation.