Managed Fractional Corporate Accounting & Finance
A bright new delivery model for managed accounting and FP&A by a first class team of experienced CPA business operators ready to roll up our sleeves and deliver unmatched value.
WHAT WE DO
AREAS OF PRACTICE
Transaction Processing
Cash application, payroll data entry, accounts payable processing, and similar routine processing services - at an extremely low cost.
Accounting Support
Month-end and year-end accounting close, close acceleration, problematic reconciliations, balance sheet cleanup, technical accounting - accurate and on time.
CFO
& FP&A
Fractional CFO and board advisory; Financial planning & analysis including sales, operations, and cash flow forecasting, budgeting, financial reporting and analysis, Excel model simplification.
WHO WE ARE
Bright Balance delivers cost-efficient, quality transaction processing, accounting, financial reporting, and financial analysis services to the middle market using an integrated onshore and offshore team.
OUR MODEL
We are not a staffing agency. We will partner with you to understand your needs.
| Our Philosophy | Bright Balance Accounting Model | Accounting Firms | Consulting Firms | Staffing Agencies | Hiring Employees | |
|---|---|---|---|---|---|---|
| Speed to Execution | A full-team already assembled ready to deliver value and execute, adding value immediately; not lead times on recruitment or heavy switching costs. |  | | |||
| Responsibility | We take responsibility/ownership of outcomes to meet your needs | | |
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| Depth | We are embedded in your business and have deep experience across our team | | ||||
| Cost | Our rates are affordable enough that we can be a permanent augmentation to your team or a complete outsourced solution | | |
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| Flexibility | Our flexible arrangements allow our clients to scale up and down quickly using as much or as little of the team as needed. | | | | ||
| Collaboration | We don’t just put bodies in a chair, we have an integrated team who works together with you and knows your systems and processes. | | | | ||
| Range of Offering | We do everything from AP, AR, bank recons, to FP&A, CFO and strategic advisory. We are a complete corporate accounting and finance department solution. The only things we do not offer are Tax, Audit, and valuations. | | |
testimonials
“The Bright Balance team is a key part of the success of our private equity firm / law firm. They are responsive, bright, and proactive. As our business has grown from the start-up phase to a mid-sized firm today, I haven’t felt the need to hire an in-house accounting team or CFO since I am so pleased with the work of Bright Balance and the value they bring to our business. Thank you, Patrick and team!”
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“Bright Balance’s resources proved essential to our company while going through a significant transformation period. We needed a broad range of skill sets, deep expertise, and high-quality output with flexibility in workload. The team delivered excellently and, in a cost-efficient manner. We have now permanently outsourced to Bright Balance most of our accounting and FP&A work, and Bright Balance now oversees some of our internal resources, freeing up senior executive time.”
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“We switched to Bright Balance from another outsourced accounting firm, and not only have we saved money, but we’ve expanded capabilities to build out an entire FP&A function in the process. In a high growth environment, the team can help our in-house accounting team scale, and I don’t have to worry as much about recruitment and retention.”
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"The primary reason I have referred businesses to Bright Balance multiple times in my career is that I can ask them to take charge of any project and they always create the exact deliverable I expect and need within the budget we agreed upon. Since Bright Balance is a Certified Advisor with the Dental Finance Clarity Tools, I continue to consider them a key part of my finance team.”
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“Bright Balance quickly and seamlessly added financial leadership and day-to-day support as our organization was taking on water during the shipping and interest rate spikes post-covid. Pat and his team added expertise and stability that led to a successful sale of our company in an unprecedented short turnaround time. With the help of Bright Balance we were consistently able to deliver on all matters of financial due-diligence at the highest level. Would absolutely call Bright Balance again!”
Blogs
Curbing DSO Turnover Costs: The Strategic Edge of Fractional Accounting
Employee turnover presents a significant challenge for Dental Service Organizations (DSOs), with potentially disruptive financial implications. For CFOs and controllers, the hidden costs of replacing
Budgeting Best Practices: Creating a Flexible and Adaptive Financial Plan
Budgeting is a continuous and flexible process that demands attention to detail and a strategic approach for all businesses. CFOs and controllers need to hone