Clarity, Strategy, Results.
Your On-Demand CFO.

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Bright CFO provides flexible, high-level financial leadership for growing tech and service businesses. We combine deep financial expertise with a tailored, hands-on approach to help you make smarter decisions, scale confidently, and impress investors — all at a fraction of the cost of a full-time CFO.


Quick Explainer: What We Do

As businesses grow, finance often gets left behind. Founders and CEOs end up cobbling together spreadsheets, relying on junior bookkeepers, or trying to do it all themselves — until it becomes overwhelming. That’s where we come in.

Bright CFO offers strategic finance support for companies generating $500K–$50M+ in revenue. Whether you’ve outgrown your current setup or want to level up how you plan, forecast, and report, we’ll help you build the financial infrastructure you need to scale with confidence.

Services include:

  • Financial modeling & forecasting

  • Budgeting & performance tracking

  • Cash flow planning & scenario analysis

  • Monthly, quarterly, and annual close process optimization

  • Treasury planning & cash management

  • Strategic insights to support operations and growth

  • Structuring and preparing for M&A, capital raises, or buyouts

  • Investor relations & deal negotiation support

  • Board and stakeholder reporting

  • Bookkeeping support (via vetted partners)

Why Bright CFO

⚡ Strategic Finance, Built for Your Stage
We work with early-stage startups, mature service firms, and everything in between — tailoring solutions to your model, not cramming you into a spreadsheet template.

🎯 Deep Expertise Across Finance & Strategy
Led by a Wharton MBA with experience in FP&A, M&A, private equity, corp dev, and ops — Bright CFO brings the kind of multi-dimensional thinking most fractional CFOs simply don’t.

💬 Clear Communication & Hands-On Execution
We don’t just drop in with charts. We guide, manage, and help your whole team align — acting as a strategic thought partner you can trust.

💸 Competitive Pricing
Because we operate lean, we can offer premium support at a fair rate. You’ll get top-tier expertise without the bloated cost.

Ready to bring clarity and confidence to your finances?
Let’s talk. Book a free 30-minute intro call to see if Bright CFO is the right fit for your business.