Bright Balance Accounting & Finance

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Professionals ready to partner with your business

Bright

Experienced

Professional

Bright Balance was founded in 2018 with the idea that an accounting department staffing model does not have to adopt the traditional approach of using 100% in-house w-2 employees. Every company has ups and downs, times of high need and special projects, which puts variable demand on their accounting departments. Most companies fall into two camps: lean where accounting (and the rest of the back-office) is stretched thin, burnt out, and struggles to keep up; or staffed for peak demand (or anticipated growth) which leaves them heavy, and costly. Why not have flexible resources to match that demand? Why pay for resources you may not need? In addition, small to middle market companies may not have the network, infrastructure, and proven management ability to utilize lower cost off-shore markets for routine transaction and recurring work. These companies might also not have the budgets to hire full-time employees to cover the diversity of deep experience they might need to handle more complex and challenging financial projects.

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. We strive to offer unmatched professional service in the most flexible and cost-efficient, quality transaction processing, accounting, and FP&A / CFO augmentation to the middle market, with a team of people who maintain a high level of trust, love to deliver results, and have fun doing it!

LEADERSHIP

Patrick Tam, CMA, CPA

CEO & Managing Director

Sherin Thomas

Sr. Accounting Practitioner

Brian Herndon

CFO Advisor

Dayna Robbins, MBA

Sr. Accounting Practitioner

David Paul, CPA

CFO Advisor

Joseph Francis

Sr. FP&A Advisor

Joaquín Martinez

CFO Advisor

Jason Croley, CPA, MBA

CFO Advisor

Angela Dreiske, CPA

CFO Advisor

Heather Aars

Director of Corporate Accounting

Jeffrey Vitti, CPA

Sr. Accounting Manager

Prosper Jechete

Director of Corporate Accounting

Tigy Thomas

Sr. Manager FP&A

Kate Albert

Chief of Staff & Marketing Lead

Sam Joseph

Sr. Accounting Practitioner

Rameen Mansoor

Sr. Accounting Practitioner

Janette Carrington

Sr. Accounting Practitioner

Kelli Ives

Sr. Accounting Practitioner

Accounting Operations

Constance Kugarakuripi

Accounting Practitioner

Victor Mak, MBA

Accounting Practitioner

Lynnette Tapera

Accounting Practitioner

Nigel Sharpe

Accounting Practitioner & Team Lead

Phillip Teve

Accounting Practitioner

Ruth Gweme

Marketing & Development

Simon Shay

Accounting Practitioner

Swinford Kalima

Accounting Practitioner

Teri Bonde

Zimbabwe Country Manager

Tendai Maoza

Accounting Practitioner

Jefferson Mugwagwa

Accounting Practitioner

Sydney Dobey

Accounting Practitioner & Team Lead

Kelvin Tengwana

Accounting Practitioner & Team Lead

Lloyd Chipakatira

Accounting Practitioner

Maggie Smith

Accounting Practitioner

Matt Jacobs

Accounting Practitioner

Arnold Godwin

FP&A Analyst

Kennedy Anderson

Accounting Practitioner

Anna Shumba

Accounting Practitioner

Simba Stanley

Accounting Practitioner & Team Lead

Paul Davis

Accounting Practitioner

Stewart Wright

Accounting Practitioner

Andrew Chari

Accounting Practitioner

Amanda Ndlovu

Accounting Practitioner

Sophia Jones

Accounting Practitioner

Clive Martins, FMVA, FPWMP

Staff Accounting Practitioner

Tyron Hunter

Staff Accounting Practitioner

Bradley Wright

Accounting Practitioner

Veronica Michaels

Accounting Practitioner

Lynnette King

Accounting Practitioner

Mark Johnson

Accounting Practitioner

Innocent Collins

Accounting Practitioner

Olivia Baye

Accounting Practitioner

Muche Miller

Accounting Practitioner