services
Accounting and Financial Reporting
Accounting and Financial Reporting
Brio understands the complexities and demands of financial reporting. Our services support organizations through every stage of the accounting close and reporting process, from audit readiness to SEC and ESG reporting. Our team ensures accuracy, compliance, and transparency, providing reliable guidance you can trust.
ACCOUNTING AND FINANCIAL REPORTING SERVICES INCLUDE:
- General ledger setup, maintenance, and issue resolution
- Financial statement preparation, account reconciliations, and roll-forwards
- Management of receivables, payables, payroll, and revenue recognition
- Policy and procedure development
- Regulatory and public company filings (S-1, Regulation A+, 10-K, 10-Q)
Why Brio?
Across every service area, Brio delivers technical depth, strategic insight, and execution you can trust. Whether preparing for a transaction or strengthening your financial infrastructure, we help you lead with clarity and confidence.
Meet our experts
These people can help you
Ryan Singer
Manager
Sam Knipper
Manager
Nate Panza
Associate
Phong Tran
Associate
Dianne Paeldin
Senior Controller
Samuel Ignacio
Controller
David Briones
Founder & Managing Member
Jonathan tegge
Chair of Controllership Services & SEC Reporting
Ian Rhodes
Chair of SPAC & SEC Reporting
Brian Siegel
Chair of Technical Accounting
Marie Iannucci
Chair of Valuation Services
Rohit Babbar
Director of CFO Advisory
Glen Pantalone
Manager
Jalen Corona
Manager
Mike Ertle
Manager
News & Updates
D. Boral Capital 2026 Global Conference at The Plaza Hotel in New York City
Thrilled to be joining an incredible group of SPAC industry leaders this week at the @D. Boral Capital 2026 Global Conference at The Plaza Hotel in New York City! I'll be on the SPAC Panel at 9:00 AM, moderated by @Syed Ahmad of D. Boral Capital, alongside: @Mitchell...
Brio Financial Group congratulates our client, Apogee Acquisition Corp, on the closing of its $172.5 million IPO
Brio Financial Group congratulates our client, Apogee Acquisition Corp, on the closing of its $172.5 million initial public offering. Apogee is led by CEO and Chairman Jeffrey Smith, JD, LLM, CRCP, IACCP, CRM, CFO Ian Rhodes, CPA, a member of the Brio team, and COO...
Brio Financial Group is proud to be a Gold Sponsor of the D. Boral Capital Global Conference 2026
Brio Financial Group is proud to be a Gold Sponsor of the D. Boral Capital Global Conference 2026, taking place Thursday, May 7th at The Plaza Hotel in New York City. Join us for a premier gathering of issuers, investors, and industry leaders from across the globe.