The Right Support at the Right Time

Every business reaches different stages of growth, and each stage requires a different level of support.

Our packages are designed to provide practical solutions that align with your current needs while helping you prepare for what's next.

From maintaining accurate financial records to improving operations, strengthening teams, and planning for long-term growth, each package is tailored to deliver meaningful value and actionable support.

Explore the options below to discover the package that best fits your business.

More Than a Package. A Process.

While our packages provide different levels of support, the way we work remains the same.

Every client engagement is guided by The BRIO PIVOT Method a practical framework designed to help businesses move forward with confidence.

We help organizations:

Pause | Step back and gain space for clarity.

Insight | Review what's working, what's not, and what matters most.

Validate | Confirm the right information and realign your next move.

Optimize | Refine your resources and processes in place.

Take Action | Move forward with confidence and purpose.

Whether you're looking for bookkeeping support, strategic guidance, operational improvements, people focused solutions, or a fully customized engagement, our goal remains the same, helping you navigate challenges, seize opportunities, and build a stronger future.

Because what happens next matters.

Our Method

Accounting.

Accurate, reliable, and always in order.

Bookkeeping | Compliance | Reporting | Support

Mindset

I need accurate, dependable financial records and professional support to keep my business organized, compliant, and running smoothly.

What's Included

Full-cycle bookkeeping
Bank and credit card reconciliations
GST tracking and filing support
Financial record maintenance
Year-end preparation and coordination
Accounting software support

Frequency

Monthly, quarterly, or annual support tailored to your business needs.

CRA Support

GST filing support, T-slip coordination, and year-end readiness to help keep your business compliant.

Payroll Support

Not Included | Optional Add-On

HR Support

Not Included | Optional Add-On

Project Support

Not Included | Optional Add-On

Flexible Billing Options

Monthly packages, quarterly engagements, annual support, or project-based assistance.
Fully customized to align with your business needs, goals, and level of support required.

Because what happens next matters.

Take the next step with confidence. Connect with our team to learn how BRIO's Accounting Package can help keep your business organized, compliant, and prepared for growth.

Advisory.

Insightful guidance for better decisions.

Planning | Reporting | Strategy | Insight

Mindset

I want to understand my numbers, make informed decisions, and gain insight into the financial health and direction of my business.

What's Included

Everything included in the Accounting Package, plus;

Financial reporting and analysis
Budgeting support
Cash flow reviews
KPI development and tracking
Quarterly advisory meetings
Strategic business discussions
Recommendations for growth and improvement

Frequency

Quarterly or monthly engagement based on your business needs and reporting requirements.

CRA Support

GST filing support, compliance guidance, year-end readiness, and proactive discussions regarding tax planning opportunities.

Payroll Support

Not Included | Optional Add-On

HR Support

Not Included | Optional Add-On

Project Support

Included

Flexible Billing Options

Monthly retainers, quarterly advisory engagements, project-based support, or customized service plans.
Fully customized to align with your business needs, goals, and level of support required.

Turn Information Into Insight

Accurate financial records are important but understanding what they mean is where real value begins. Book a complimentary consultation to learn how our Advisory Package can help you make confident, informed decisions for your business.

Operations.

Streamlined systems that support growth.

Processes | Workflows | Accountability | Efficiency

Mindset

I need stronger systems, clearer processes, and greater accountability to improve efficiency and support sustainable growth.

What's Included

Everything in the Advisory Package, plus:

Business process reviews and optimization
Workflow design and implementation
Operational reporting and accountability systems
Policy and procedure development
Leadership and manager support
Process improvement recommendations
Operational audits and assessments
Strategic planning support

Frequency

Monthly engagement with ongoing operational support based on your business needs.

CRA Support

Everything included in the Advisory Package.

Payroll Support

Not Included | Optional Add-On

HR Support

Not Included | Optional Add-On

Project Support

Included

Flexible Billing Options

Monthly retainers, operational consulting engagements, project-based work, or customized support plans.
Fully customized to align with your business needs, goals, and level of support required.

Build a Business That Runs With Intention

Strong businesses are built on more than good financials. They require effective systems, clear processes, and accountability at every level. Book a complimentary consultation to learn how our Operations Package can help streamline your business and support long-term growth.

People.

Payroll | HR | Leadership | Culture

Strong teams, aligned and empowered.

Mindset

I need support managing and developing my team while creating a workplace culture that supports long-term success.

What's Included

Everything in the Operations Package, plus:

Payroll processing and compliance support
HR support through our trusted HR partner - Humorous Resources
Employee handbook and policy development
Employment agreements and documentation
Performance management support
Leadership coaching and development
Recruitment and onboarding guidance
Workplace compliance support
Culture and employee engagement initiatives

Frequency

Monthly engagement with ongoing support as needed.

CRA Support

Everything included in the Operations Package, plus payroll remittances, T4/T4A support, and employee-related compliance guidance.

Payroll Support

Included

HR Support

Included

Project Support

Included

Flexible Billing Options

Monthly retainers, HR and payroll packages, leadership development programs, or customized support plans.
Fully customized to align with your business needs, goals, and level of support required.

Invest in the People Behind Your Success

Your team is one of your greatest assets. With the right support, systems, and leadership in place, you can build a workplace that attracts, develops, and retains great people. Book a complimentary consultation to explore how our People Package can support your organization.

Growth.

Forward thinking for long-term sucess.

Strategy | Leadership | Vision | Momentum

Mindset

I want a trusted partner who can help guide strategy, support leadership, identify opportunities, and help my business grow with intention.

What's Included

Everything in the People Package, plus:

Executive-level advisory support
Strategic planning and goal setting
Growth and scalability planning
Advanced KPI dashboards and performance reporting
Budgeting and forecasting
Leadership and accountability meetings
Business planning and consulting
Operational and financial alignment
Project and change management support

Frequency

Monthly engagement with ongoing strategic support and leadership guidance.

CRA Support

Everything included in the People Package, plus proactive planning discussions to support long-term business objectives.

Payroll Support

Included

HR Support

Included

Project Support

Included

Flexible Billing Options

Monthly retainers, executive advisory packages, strategic planning engagements, or customized growth partnerships.
Fully customized to align with your business needs, goals, and level of support required.

Build What's Next

Growth doesn't happen by accident. It requires clarity, strategy, and the right support at the right time. Book a complimentary consultation to explore how our Growth Package can help you scale with confidence and move your business forward with intention.

Custom.

Built around your business.

Tailored | Flexible | Scalable | Unique

Mindset

My business has unique needs that don't fit neatly into a predefined package. I need a flexible solution built around my goals, challenges, systems, and growth plans.

What's Included

Your package is designed specifically for your business and may include any combination of:

Accounting & Bookkeeping
Advisory & Financial Consulting
Fractional Controller & CFO Services
Operations Management
Human Resources Support
Payroll Compliance
Safety Administration & Management
Business Planning & Consulting
Software Implementation & Training
Internal Audits
Project Management
Strategic Planning
Leadership Development
Custom Reporting & KPI Dashboards

Frequency

Designed around your business needs, whether that's weekly, monthly, quarterly, project-based, or ongoing support.

CRA Support

Customized based on your service requirements and compliance needs.

Payroll Support

Available as Required

HR Support

Available as Required

Project Support

Available as Required

Flexible Billing Options

Monthly retainers, project-based engagements, hourly consulting, implementation packages, or fully customized service agreements.

Let's Build the Right Solution Together

Every business is different. That's why we don't believe every client should fit into the same package. Whether you need support in one area or a fully integrated solution, we'll work with you to create a plan that aligns with your goals, budget, and vision for the future.

Book a complimentary consultation to discuss your needs and build a package designed specifically for your business.

Every business is different, and so are its challenges.

The right solution starts with understanding where you are today and where you want to go tomorrow.

Through our Accounting, Advisory, Operations, Human Resources, Safety, and Business Planning services, we help organizations gain clarity, strengthen systems, support their people, and create a path forward.

Whether you're looking to solve a specific challenge or build a stronger foundation for growth, our services are designed to provide practical solutions and meaningful results.

Explore our services to learn how BRIO can help you move from complexity to clarity and from intention to action.

Our Services Let's Talk