Meet the team

Built at the intersection of enterprise finance, SME advisory, and SaaS scale

MyBalancingIQ wasn't built by technologists alone, or consultants alone. Every founder has lived the problem from a different vantage point — which is why it's not another dashboard, but a structured financial decision engine grounded in real experience.

Melanie Rollason

Melanie Rollason

SaaS Product & SME Advisory Architect

MyBalancingIQ exists because Melanie spent over a decade inside the problem — watching business owners get overwhelmed by reports and starved of real insight.

Expertise

Big 4 accountancyICAEW qualifiedSME advisorySaaS adoptionEMEA & North America
  • Led digital advisory for 300+ accountancy firms across EMEA and North America (BDO, PwC, Forvis Mazars, PKF)
  • Ran her own accountancy firm for 13 years, witnessing cash flow mismanagement and poor financial visibility first-hand
  • Drove SaaS adoption, retention and upsell, working directly with product teams and developers in agile sprints
“Great software should make the invisible visible — and make it impossible to ignore.”
Simon Michaels

Simon Michaels

Strategic Finance Partner & Governance Leader

Simon brings structured financial clarity from years of board and fractional CFO roles across international businesses.

Expertise

Fractional CFOBoard advisoryCash flow optimisationScenario modelling
  • Strategic partner to founders, CEOs and leadership teams through growth, restructuring and scale
  • Finance function development, board reporting, forecasting and scenario modelling
  • Multiple business sales and financing events — preparing organisations for investment, due diligence and exit across UK and US markets
“Chartered Accountant rigour with commercial practicality. Hands-on. Collaborative. Founder aligned.”
Stephen Russell

Stephen Russell

Executive Operator & Corporate Finance Strategist

Stephen brings the boardroom lens to MyBalancingIQ — bridging enterprise rigour and SME reality.

Expertise

Board positionsM&ACapital raisingReverse takeoversExpansion funding
  • Board positions at publicly listed companies — worked directly with CEOs and CFOs on strategy, acquisitions and capital structuring
  • CFO across multiple private ventures in property, gaming and technology
  • Built and scaled ventures across property, technology, gaming and 3G communications
“MyBalancingIQ embeds the board-level thinking most SMEs never have access to — until now.”
Adam Dugan

Adam Dugan

CTO & SaaS Infrastructure Architect

Adam ensured MyBalancingIQ was not just conceptually strong, but technically world class — building it end-to-end.

Expertise

Multi-tenant SaaS / AWSQuickBooks APILLM integrationPython · Go · TypeScript
  • Built MyBalancingIQ end-to-end — OAuth2 authentication, QuickBooks connectivity, large language model driven financial insights
  • Co-founded Language Lab, scaled to 100+ countries before acquisition in 2025
  • Architected multi-tenant SaaS infrastructure on AWS with tenant isolation, encryption and audit-ready access controls
“This platform is not a prototype. It's production-grade architecture built for scale.”

Why this team matters

MyBalancingIQ was built at the intersection of six disciplines — not one. That's why it understands business, not just data.

Enterprise finance

Board-level rigour applied to SME decisions

SME advisory

13+ years inside real business problems

Capital structuring

Funded, scaled and exited real businesses

SaaS product scale

Built and shipped products used in 100+ countries

Cloud architecture

Production-grade, secure, multi-tenant infrastructure

Board-level governance

M&A, reverse takeovers, capital markets experience

Every founder has lived the problem from a different vantage point. That is why MyBalancingIQ is not another dashboard — it is a structured financial decision engine grounded in experience, engineered for scale, and built for the businesses that need clarity most.