services
START-UP FINANCE & ACCOUNTING
START-UP FINANCE & ACCOUNTING
Brio offers start-up finance and accounting services to help young companies establish a strong financial foundation, ensuring your business stays organized, informed, and ready to grow.
START-UP FINANCE & ACCOUNTING SERVICES INCLUDE:
- Bookkeeping and general ledger management
- Accounts payable, receivable, and payroll
- Financial statement preparation and reporting
- Budgeting, forecasting, and cash flow planning
- KPI tracking and performance analysis
- Capital procurement and investor reporting
- Financial modeling and scenario analysis
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
Phong Tran
Associate
Dianne Paeldin
Senior Controller
Samuel Ignacio
Controller
David Briones
Founder & Managing Member
Jonathan tegge
Chair of Controllership Services & SEC Reporting
James Pellecchia
Director of Technical Accounting & SEC Reporting
Glen Pantalone
Manager
Jalen Corona
Manager
Mike Ertle
Manager
Ryan Singer
Manager
Sam Knipper
Manager
Nate Panza
Associate
News & Updates
I enjoyed joining the panel at hashtag#SPACDealsMeet2026 at YOTEL Times Square on July 14
I enjoyed joining the panel at hashtag#SPACDealsMeet2026 at YOTEL Times Square on July 14. The closed-door format made for a lively conversation, plenty of strong opinions, and a chance to catch up with many familiar faces across the SPAC world.
It was quite a week at the Nasdaq MarketSite, with two Brio Financial Group clients ringing the bell on back-to-back days
It was quite a week at the Nasdaq MarketSite, with two Brio Financial Group clients ringing the bell on back-to-back days. On Thursday, our client Iron Dome Acquisition I Corp. rang the opening bell. On Friday, our client Apogee Acquisition Corp was back at Times...
Congratulations to our client Iron Dome Acquisition I Corp. on ringing the Nasdaq Opening Bell
Always love a bell ringing, but it's extra special when the Brio Financial Group team gets to be part of the experience. Congratulations to our client Iron Dome Acquisition I Corp., CEO Tom Y Livne and CFO Matthew Norden on ringing the Nasdaq Opening Bell. This SPAC...
SPAC Conference 2026: Preparing a Target for Public Company Readiness Panel
The 9th Annual SPAC Conference 2026: A DealFlow Event Preparing a Target for Public Company Readiness Panel Moderated by David Briones
A great shot from The SPAC Conference
A great shot from The SPAC Conference with Seth Farbman, Michael J. Blankenship, my guy Nate Panza, and yours truly. Too good to leave buried in the camera roll. Thanks to everyone who made the conference such a worthwhile few days.
Congratulations to our client Pure Lithium Corporation on being named a 2026 World Economic Forum Technology Pioneer
Congratulations to our client Pure Lithium Corporation on being named a 2026 World Economic Forum Technology Pioneer and for sharing their innovation on Bloomberg TV's The China Show. CEO Emilie Bodoin's primetime interview showcased Pure Lithium's groundbreaking...