Bright Balance Accounting & Finance

ABout Us

Professionals ready to partner with your business

Bright

Experienced

Professional

About Bright Balance
Bright Balance was founded in 2018 with a vision to challenge the traditional accounting staffing model, offering businesses a more flexible and scalable approach to building their finance teams. Today, we’re proud to work alongside our clients as a true extension of their business, bringing experienced CPAs, fractional CFOs, and a dedicated accounting team who care about getting it right and helping you grow with confidence.

What We Do
At Bright Balance, we provide everything from transaction processing and accounting to financial reporting, FP&A, and CFO-level support, all tailored to your business’s evolving needs.

Why We Exist
Every business experiences busy seasons, special projects, and periods of growth, each bringing different demands on its accounting team. Most companies face the same challenge: operating with a lean team that’s stretched thin and struggling to keep up, or staffing for peak demand and carrying the cost of resources they don’t always need.

Offshore talent offers a valuable solution, but most middle-market companies lack the network, infrastructure, and resources to build and manage an offshore team on their own. At the same time, hiring full-time specialists for every complex project isn’t always practical or cost-effective.

Bright Balance was founded to bridge these gaps, providing businesses with flexible access to the accounting expertise and resources they need, when they need them.

Our Team
We believe great work is built on trusted relationships, a commitment to results, and a team that genuinely enjoys what they do. By putting people first and fostering a culture of collaboration and accountability, we create lasting partnerships that make a meaningful difference for our clients.

The Bright Balance Way
Get exactly the support you need, when you need it. Instead of relying on a single hire, you gain a full team of accounting and finance professionals who know your business, so the work scales up or down with you, without the cost and disruption of hiring or layoffs.

LEADERSHIP

Patrick Tam, CMA, CPA

CEO & Managing Director

Brian Herndon

CFO Advisor

Heather Aars, CPA

CFO Advisor

Joaquín Martínez, CFO Advisor at Bright Balance

Joaquín Martinez

CFO Advisor
Angela Dreiske, CFO Advisor at Bright Balance

Angela Dreiske, CPA

CFO Advisor

Jason Croley, CPA, MBA

CFO Advisor

Stacy Meador, CFO Advisor at Bright Balance

Stacy Meador, CPA

CFO Advisor

Scott Judy

CFO Advisor

John Curreri, CFO Advisor at Bright Balance

John Curreri

CFO Advisor

Vanessa Mastin, CFO Advisor at Bright Balance

Vanessa Mastin

CFO Advisor

Kate Albert

Chief of Staff & Marketing Lead

Lindsey Halford

VP of Business Development

Joseph Francis, Sr. FP&A Advisor at Bright Balance

Joseph Francis

Sr. FP&A Advisor

Tigy Thomas

Sr. Manager FP&A
Seth Andrews, FP&A Analyst at Bright Balance

Seth Andrews

FP&A Advisor

Charlie Hebert, Controller at Bright Balance

Charlie Hebert

Controller

Rameen Mansoor, Accounting Director at Bright Balance

Rameen Mansoor

Accounting Manager

Sherin Thomas, Accounting Director at Bright Balance

Sherin Thomas

Accounting Manager

Prosper Jechete

Director of Corporate Accounting
Melinda Patterson, Marketing Director at Bright Balance

Melinda Patterson

Marketing Director

Dayna Robbins, MBA

Sr. Accounting Practitioner
Sam Joseph, Sr. Accounting Practitioner at Bright Balance

Sam Joseph

Sr. Accounting Practitioner

Janette Fuller

Sr. Accounting Practitioner

Kelli Ives

Sr. Accounting Practitioner
Mary Petteys, Sr. Accounting Practitioner at Bright Balance

Mary Petteys

Sr. Accounting Practitioner

Krystal Roach, Sr. Accounting Practitioner at Bright Balance

Krystal Roach

Sr. Accounting Practitioner
Christa Simpson, Sr. Accounting Practitioner at Bright Balance

Christa Simpson

Sr. Accounting Practitioner

Matthew Musgrove, CPA

Sr. Accounting Practitioner

Brooke Chambers, Human Resource Manager at Bright Balance

Brooke Chambers

Human Resource Manager

Mary Beth Lorenz, Medical Device Controller at Bright Balance

Mary Beth Lorenz

Medical Device Controller

Accounting Operations

Constance Kugarakuripi, Senior Accountant at Bright Balance

Constance Kugarakuripi

Accounting Practitioner
Zibusiso Victor Mak, MBA, Sr. Financial Analyst at Bright Balance

Victor Mak, MBA

Accounting Practitioner
Lynnette Tapera, Accountant at Bright Balance

Lynnette Tapera

Accounting Practitioner

Nigel Sharpe

Accounting Practitioner & Team Lead
Munyaradzi Phillip Mhlanga, Accountant at Bright Balance

Phillip Teve

Accounting Practitioner
Ruth Gweme, Marketing & Development at Bright Balance

Ruth Gweme

Marketing & Development
Simba Simon Shayamunda, Senior Accountant at Bright Balance

Simon Shay

Accounting Practitioner
Swinford Kalima, Senior Accountant at Bright Balance

Swinford Kalima

Accounting Practitioner

Teri Bonde

Zimbabwe Country Manager

Tendai Maoza

Accounting Practitioner
Jefferson Mugwagwa, Senior Accountant at Bright Balance

Jefferson Mugwagwa

Accounting Practitioner

Sydney Dobey

Accounting Practitioner & Team Lead

Kelvin Tengwana

Accounting Practitioner & Team Lead

Lloyd Chipakatira

Accounting Practitioner
Scott Judy, CFO Advisor at Bright Balance

Maggie Smith

Accounting Practitioner
Scott Judy, CFO Advisor at Bright Balance

Matt Jacobs

Accounting Practitioner
Scott Judy, CFO Advisor at Bright Balance

Arnold Godwin

FP&A Analyst

Kennedy Anderson

Accounting Practitioner

Anna Shumba

Accounting Practitioner
Scott Judy, CFO Advisor at Bright Balance

Simba Stanley

Accounting Practitioner & Team Lead
Paul Matandirotya, Junior Accountant at Bright Balance

Paul Davis

Accounting Practitioner

Stewart Wright

Accounting Practitioner
Andrew Shingirai Chari, Accountant at Bright Balance

Andrew Chari

Accounting Practitioner

Amanda Ndlovu

Accounting Practitioner
Scott Judy, CFO Advisor at Bright Balance

Sophia Jones

Accounting Practitioner

Clive Martins, FMVA, FPWMP

Staff Accounting Practitioner
Tyron Hunter, Accountant at Bright Balance

Tyron Hunter

Staff Accounting Practitioner
Scott Judy, CFO Advisor at Bright Balance

Bradley Wright

Accounting Practitioner

Veronica Michaels

Accounting Practitioner
Lynnette Kupenya, Accountant at Bright Balance

Lynnette King

Accounting Practitioner
Mark Johnson, Team Lead at Bright Balance

Mark Johnson

Accounting Practitioner

Innocent Collins

Accounting Practitioner
Olivia Baye, Accountant at Bright Balance

Olivia Baye

Accounting Practitioner
Scott Judy, CFO Advisor at Bright Balance

Muche Miller

Accounting Practitioner