TRANSFORMING YOUR BUSINESS BEYOND ACCOUNTING
At Bright Balance, we're more than accountants - we're your partner in growth, no matter where you're coming from. Get the results of a comprehensive team without the cost of full-time staff.
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 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!”
Blogs
Why SaaS Companies Need a Strategy Around QuickBooks for Scalable Growth
If you’re running a SaaS company, you likely already recognize that QuickBooks is a dependable tool for bookkeeping. However, as your business grows, modern SaaS
Why Medical Device Distributors Gain Financial Clarity With Surgicloud and a Fractional CFO
If you operate a medical device distributorship, you understand the unique challenges that come with it: complicated commission structures manufacturer contracts complex inventory management a