Process for New Customers
Step 1 - Contact Us
Contact us to schedule a free initial consultation. We will assess your needs and determine the best bookkeeping solution for your business.
Step 2 - Partner With Us
If we come to an agreement that you will benefit from our services, Brio will be your partner in taking control of your finances. We will never offer services that your company will not benefit from.
Step 3 - Design & Set Up
Here we will design the systems that will exceed your expectations from your financial reporting. Then we will set up the processes for services, integrating training for you or your employees if necessary.
Step 4 - Routine
Once we have established your systems and processes, we will ensure that your financial information needs are met. We provide business owners the time necessary to work on their business.
Step 5 - Feedback
Let us know how we are doing, where we can improve and what else we can do for you. Let your friends know about our services; give us a like on facebook and follow our weekly post.
Process for Existing Customers
Step 1 - Contact Us
We are very accessible to our clients and will take your call at anytime. If you have that burning question about your books late in the evening, shoot us a text, an email or give us a call.
Step 2 - Create a Regular Schedule
It's up to you do you want to talk/meet daily, weekly, monthly, etc.. We will set up a regular schedule for face to face consultation of finding or recommendations.
Step 3 - Work 'on' your business
We want you to work on your business and not in your business. As business owner we need to be focused on the growth and success of the business. This is facilitated through the use of good financial optics (vision).
Step 4 - Relax
Our purpose is to make your life as a leader more productive. We are committed to providing close, personal attention to our clients. We want you to reach a point where your business generates income regardless of your presence, a true sign of a successful business owner.