January 4, 2020—The Aldrich Group of Companies is excited to announce Nick Balaity as a new partner effective January 1, 2021.
Nick joined the firm in 2016 and has more than eight years of experience providing construction contractors, builders, and real estate professional’s assurance services, including audits, reviews, and compilations. He offers a holistic approach by evaluating the company’s future goals and stakeholders to provide both business and transactional consulting. His experience with sureties, bonding agents, and bankers help him optimize financial statement services for his clients based on their reporting needs.
Nick has helped shape Aldrich instrumentally by enabling our growth in the Orange County and greater Los Angeles area. His dedication to serving our communities across Southern California has allowed Aldrich to expand into new geographies and build a strong connection with the Orange County construction community.
“We are very fortunate to have Nick as a key player on our team. His motivation and dedication to serving and growing our construction community’s presence have helped move the needle forward for Aldrich. I’m thrilled to welcome Nick into the partnership and know his extraordinary talent and combination of strong business sense and passion for serving others will result in continued growth in construction” states Kyle Kamerlander, Partner and head of the construction group at Aldrich CPA + Advisors LLP.
Nick graduated from Cal Poly – San Luis Obispo with a degree in business administration and a concentration in accounting. He is also a former board member of the Engineering Contractors Association.
The Aldrich Group of Companies includes a Top 100 Accounting Firm nationally providing tax, advisory, and consulting services to businesses and individuals. Working closely with business owners and individuals, The Aldrich Group of Companies manages financial, wealth, tax, technology, benefits, and business transition strategies. We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness, and a variety of privately held companies and individual clients. The Aldrich Group includes the following professional services firms: Aldrich CPAs + Advisors LLP, Aldrich Wealth LP, Aldrich Retirement Solutions LP, Aldrich Benefits LP, Aldrich Technology LLC, and Aldrich Capital LP.
Meet the New Partner
Nick Balaity, CPA, CCIFP®
Aldrich CPAs + Advisors LLP
Nick Balaity joined the firm in 2016 and has been providing construction contractors, builders and real estate professionals assurance services (audits, reviews, and compilations) since 2011. Prior to joining Aldrich, Nick started his career working with a large local firm in Portland, Oregon. Nick likes to take a holistic approach to serving his clients by…
- Real estate
- FAR overhead rate schedules
- Certified Public Accountant
- Certified Construction Industry Financial Professional (CCIFP®)
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