Your Outsourced CFO.

Our Mission

To help small and middle market entities with their day-to-day compliance work, financial reporting, and taxation.

To provide forward focused financial management services like budgeting and financial modeling, capital procurement, accounting system development and maintenance.

About Us

Brio Financial Group is a forward-thinking, full-service financial consulting firm that brings experienced finance and accounting expertise to both public and private companies.

Since 2010, we have served over 75 companies as well as numerous banks, hedge funds, venture capital funds and private equity firms. We have earned a reputation for exceptional client service as a leading outsourced CFO and financial reporting firm. Our management team consists of six seasoned executives supported by a professional team with experience in finance, complex accounting and reporting, valuation, modeling and taxation. This provides our growing client list the expertise they need when they need it.

Services

Brio Financial Group is the most cost-effective way to add highly experienced finance and accounting professionals to your management team. We provide professional financial expertise in various industries that include both domestic and international clients. We can work with an in-house CFO to support their needs or serve as the CFO organization, but in either case the client only pays for services that benefit their business.

SERVING CLIENTS ACROSS THE GLOBE

Taxation
Bookeeping

Serving Clients Across the Globe

We are located in the New York City tri-state area, and are proud to serve private and publicly traded clients internationally.
We are both geographic and industry agnostic.

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