Most business owners start here...

Brio Accounting
  • "Where'd all my money go??"

  • "How can I focus on generating more money for my business when I'm stuck in the office cutting checks and trying to reconcile my account??!"

  • "Who are my top 5 clients? Bottom 5? How can I get more/better sales from them or new customers?" "

  • "What is my rate of return on that big marketing campaign I bought 6 months ago?

  • Bookkeeper

    A Bookkeeper will focus on the daily processes of your business. Their work is an important component to gathering and understanding the financial information needed to run a successful business.

    A Bookkeeper will focus on recording and organizing all your financial transactions, posting debits and credits, manage your client billing and revenue recognition, process payroll, manage your payables, maintain and balance the general ledger and preparing your financial statements such as your Balance Sheet, Cash Flow Statement and your Income Statement (also known as your Profit & Loss Statement). They will also help you compile and review your business budget.

    A Bookkeeper’s number one focus is managing the general ledger which comprises all the business transactions. The complexity of the bookkeeping will rely mainly on the size of the business, the number of transactions involved, and how often the business owner and bookkeeper need to review specific reports or financial details. They need to be accurate and informed about key financial topics.

  • Accountant/CPA

    An Accountant/CPA’s role is a high-level review of the financial data compiled by the Bookkeeper to analyze the cost of operations, complete annual income tax returns, and assist the business owner in understanding the impact of financial decisions.

    Business owners will usually seek out an Accountant/CPA’s insight for help with strategic tax planning, forecasting, and tax filing.

    An Accountant/CPA will look at the big picture and will spot financial trends and analyze data. They review the work the Bookkeeper has completed and will make any adjusting entries necessary to close out the books after the tax return has been completed.

  • IN-sourcing: When hiring an employee, there are many substantial time and money investments required. You have to first locate a qualified candidate and then train them. You have to offer competitive wages and benefits. You have to provide adequate work space and maintain all of the technological tools needed to do the job. You then have to manage the employee's work schedule & track and invest in their ongoing performance and education.

  • OUT-sourcing: When you utilize the services of a consultant, you get specialized skills from a company that has built their business around helping others just like you - by managing a niche portion of your business on a schedule that is based on your needs. Oftentimes, you also gain operational efficiency and help develop processes that will be beneficial later on when you become large enough to need a full in-house accounting team.

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