Bright Balance

We are proud to welcome Frank P. Longobardi?as the newest member of the?Bright Balance Advisory Board! Frank?brings an incredible depth of experience in?accounting, advisory, and leadership, having served as the?CEO of CohnReznick, one of the largest accounting firms in the U.S. Over his?35+ year career, he has been a driving force behind?strategic growth, culture development, and leadership excellence?in the accounting profession. Beyond his executive leadership, his track record includes?co-founding a successful firm?and serving on numerous boards, including the?Arthritis Foundation (Chairman), Safe at Home Foundation, and UConn Foundation. We’re honored to have?Frank’s guidance as we continue to scale and enhance our impact in?fractional CFO and accounting services. His expertise in?middle-market strategy, firm culture, and advisory excellence?will be invaluable to our team and the clients we serve. Welcome,?Frank P. Longobardi!

COFFEE WITH CLOSERS with Patrick Tam, CMA, CPA, Founder and CEO of Bright Balance. Patrick is a DRIVER of growth, leadership, and strategy, with years of experience to support his ability to advise, connect, and bridge gaps to successfully achieve GOALS. Bottom line (literally), Patrick understands VALUE. Thanks for your time, buddy! #RogersHealy #CoffeeWithClosers #PatrickTam #BrightBalance #EBITDA #Finance

Building a thriving business is about creating a culture of transparency and ownership through metrics that drive smart decisions. Whitney D. Weiner of Whole Dental Wellness has created something special: a balance between leadership, love, and financial clarity. With the support of our fractional CFO, Scott Judy she has turned financial data into more than just reports by making financial metrics transparent and actionable empowering her team to take ownership of their success. We’re proud to be part of this journey and to support leaders like Dr. Weiner who are redefining what it means to build a successful, people-first organization. Here’s to more growth, more impact, and more great leadership to all of our DSO clients! https://lnkd.in/geva7Wvw

About 6 months ago, a few members of the US Bright Balance team had the incredible opportunity to spend time in Zimbabwe with our valued offshore team. Time flies, but our appreciation for their hard work and dedication only grows stronger. Our Zimbabwe team plays a vital role in keeping things running smoothly, ensuring accuracy, and supporting our clients with excellence. We are so grateful for their commitment, teamwork, and the energy they bring to Bright Balance every day. Here’s to many more opportunities to connect, collaborate, and celebrate the impact we make together! #BrightBalance #Gratitude #Teamwork #Zimbabwe #AccountingExcellence

?? Join us in welcoming Russell Bowman! ?? We’re excited to have Russell Bowman on board as a CFO Advisor! With extensive experience in the SaaS industry and a proven track record in financial strategy for small and middle-market companies, he brings valuable insights and expertise to our team. His background working with notable clients makes him a fantastic addition, and we’re looking forward to the impact he’ll make. Help us give Russell a warm welcome in the comments! ?? #WelcomeRussell #SaaSFinance #CFOAdvisor

Meet Leonorah Nash (Chiedza Mazhandu), one of our Financial Analysts in Zimbabwe, who brings over fourteen years of experience from both the private and public sectors. Leonorah has a strong foundation in finance and exceptional analytical skills, enabling her to expertly analyze financial data to uncover valuable insights and identify both risks and opportunities that contribute to business success. Outside of her professional life, Leonorah is passionate about the performing arts and enjoys spending quality time with her family. Her lively personality and wide-ranging interests make her a priceless asset, both in and outside work!

Exciting news at Bright Balance! ?? Back in December, we welcomed Esha Vaid, CFA to our team as a CFO Advisor, and we are excited to have her on board! Esha brings a CFA charter, a background in investment banking, and hands-on experience as both a COO and CFO in multiple startups. She knows the fast-paced world of startups inside and out, making her an incredible asset—especially for our SaaS and startup-focused projects. Join us in giving Esha a warm welcome! Drop a ?? in the comments or share your favorite piece of startup finance wisdom with her. #WelcomeEsha #StartupFinance #CFOAdvisor

As CFOs in Dental Service Organizations transition from overseeing just a few sites to coordinating large networks, they encounter both opportunities and challenges. They are tasked with creating scalable financial operations that emphasize sustainability and adherence to regulations. At Bright Balance, we offer a flexible and cost-effective fractional financial model that is essential for effectively managing rapid growth. Let’s work together to achieve excellence, book your CFO Consultation to learn more. ?? www.brightbal.com ?? [email protected] #DSOs #CFO #HealthcareFinance #BusinessGrowth

Wouldn’t it be great to quickly see your cash flow at a glance? At Bright Balance, we don’t just crunch numbers; we deliver actionable insights that empower smarter business choices. Here’s why our clients turn to us: ?? Expertise backed by CPAs. ?? Proactive financial strategies—no unexpected surprises. ?? Customized solutions for everyone, from startups to growing enterprises. ? Are you ready to transform your finances in 2025? Schedule a free discovery call with us today - https://lnkd.in/d5b26YZi

Now that the holiday hustle has settled, our Dallas team had the chance to gather, share a meal, and enjoy some great company! ?? We’re endlessly grateful for every member of our Bright Balance family—both near and far. This time, we even had the joy of welcoming some new faces to the team! ?? Can you spot the new additions in the group? Let us know in the comments! ?? #TeamBrightBalance #Gratitude