services
Accounting and Financial Reporting Advisory
fINANCIAL cLARITY. Compliance confidence.
Brio Financial Group is the most cost-effective way to integrate highly experienced finance and accounting professionals into your team — without the overhead of a full in-house department. We deliver senior-level financial expertise across a wide range of industries, serving both domestic and international clients. Whether supporting an existing CFO or operating as your full-service finance function, our flexible model ensures you only pay for services that directly drive your business forward.
Audit Readiness & Advisory
We support your team through every step of the audit process with:
- Pre-audit planning and readiness assessments
- Drafting disclosures and footnotes
- Preparing and organizing PBC audit requests
- Internal controls and documentation review
- Liaising with auditors and managing technical reviews
Financial Reporting
We prepare and review financial statements and supporting materials with:
- US GAAP and IFRS-compliant reporting
- Quarterly and annual financials (10-Q, 10-K)
- S-1, Form 10, and registration statement preparation
- Technical accounting memos
- SEC compliance and filing support
Due Dilligence
Brio provides the financial insights needed to support confident decision-making in mergers, acquisitions, and capital raises:
- Financial and operational assessments
- Quality of earnings analysis
- Carve-out and pro forma financials
- Financial reporting gap analysis
ipo transactions
Brio supports IPO readiness and execution with:
- Pre-audit planning and readiness assessments
- S-1 preparation and coordination with auditors
- Internal control and SOX readiness
- Post-IPO reporting setup and policy implementation
- Public company board and investor reporting
Outsource Accounting
We manage day-to-day accounting operations with:
- General ledger management
- Monthly and quarterly close
- Reconciliations and reporting
- Chart of accounts design and refinement
- Integration with QuickBooks, NetSuite, and Xero
Outsourced CFO & Controller
Strategic financial leadership tailored to your company’s needs:
- Interim and fractional CFO and controller support
- Budgeting, forecasting, and board reporting
- Audit support and compliance planning
- Financial oversight during growth and transactions
SPAC Transactions
Our SPAC services cover every phase of the process:
- S-4, 8-K, Super 8-K financial preparation
- Pro forma modeling and disclosures
- De-SPAC audit coordination and reporting
- Internal control development and post-merger support
recent transactions
Brio Financial congratulates our client NMP Acquisition Corp. (Nasdaq: hashtag#NMPU) on filing for a $100 million IPO.
Brio Financial congratulates our client NMP Acquisition Corp. (Nasdaq: hashtag#NMPU) on filing for a $100 million IPO. Led by Melanie Figueroa (CEO) and Nadir Ali (CFO) of Next Move Partners, NMP Acquisition brings seasoned SPAC leadership to the Nasdaq with a clear...
UNIQUE Logistics International completed its merger with DP World Logistics US Holdings Inc.
On May 14, 2025, UNIQUE Logistics International completed its merger with DP World Logistics US Holdings Inc. This was more than a deal. It was the result of years of dedication that started in 2019 with a management buyout from a Hong Kong-based conglomerate. I was...
Congratulations to our client, Texas Ventures Acquisition III Corp.
Congratulations to our client, Texas Ventures Acquisition III Corp, on the successful completion of its $225 million initial public offering on Nasdaq under the ticker TVACU. The IPO included 22.5 million units, reflecting strong momentum behind their focus on...
Congratulations to Brio Financial Group client, Pure Lithium Corporation
Congratulations to Brio Financial Group client, Pure Lithium Corporation We are thrilled to congratulate our client, Pure Lithium, on the acquisition of all assets from Dimien Inc., a U.S.-based vanadium cathode materials company. This strategic move brings valuable...