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Every Success Story Starts
with a Partnership.
 

Behind every project, every milestone, and every business goal is a relationship built on trust.

At BRIO, we work alongside our clients as partners, helping them navigate challenges, strengthen operations, and create sustainable growth.

We celebrate the wins, help solve the problems, and remain focused on what matters most: helping our clients achieve their goals.

Because the work we do is never just about Accounting, Payroll, or Operations.

It's about helping people build something meaningful.

And we're proud to be part of that journey.

Clarity. Intentionality. Growth.

Brio Operations Inc. BRIO line
Brio Operations Inc. BRIO- We're  your partners gift box

Client Impacts

Medical & Healthcare Company

A growing Southern Alberta Healthcare Organization was experiencing significant operational and financial complexity as it expanded across multiple clinics and service lines.

Existing systems had not evolved with the Organization, creating challenges with Intercompany Reporting, Physician compensation structures, Financial Visibility, Payroll administration and Continuity, Operational Reporting, and Internal Controls.

C-Suite required more than Accounting and Bookkeeping support. They needed accurate Financial Information, meaningful Operational Reporting, privacy compliant data analysis, and stronger systems to support continued growth while maintaining compliance with healthcare privacy requirements.

Transportation, Logistics & Heavy Industry

A Transportation and Heavy Equipment Organization was facing significant Operational and Financial pressure resulting from rapid growth, Multiple Entities, Payroll Complexity, inconsistent Reporting, and limited Financial Visibility.

Management required better information to support decision making while addressing challenges related to Job Costing, Equipment utilization, Payroll Administration and Compliance, Compliance Reporting, Intercompany transactions, and Operational Accountability.

Non-Profit & Human Services Companies

A growing Human Services Organization initially engaged BRIO to perform an Internal Financial and Operational review after C-Suite Leadership identified concerns surrounding Accounting processes, Reporting Accuracy, Payroll compliance, and Accounting Software systems and utilization, Internal Controls, and overall Financial Visibility.

What began as a focused review quickly uncovered broader organizational challenges. Financial Information was fragmented, Reporting lacked consistency, Internal Processes had evolved without structure, and leadership did not have access to reliable information needed to support decision making, Compliance requirements for contract funding and Audited Financials, and long term planning.

The organization required more than an internal review and audit. It needed a roadmap, Leadership support, and a complete rebuild of its Financial and Operational foundation and several years worth of data. 

Client Testimonials

Anonymous

QBO Pro-Advisor Review

I am always happy to find a local company to work with. Elaine and Amanda are so great. They go through everything with a fine tooth comb and ensure that everything is the way we all expect it to be. Always fast, always efficient and Honest to a fault. Help keep us all in check and compliant which is important to us.

Client Testimonials

Anonymous

QBO Pro-Advisor Review

So excited that I found this firm and they helped me fix everything I needed. We had someone set us up and messed our whole data system. Accounting is not what I do. I needed to be focused in my business and Forge Accounting, now BRIO is the best at what they do. Couldn’t be happier. Amanda and Elaine at Forge, now BRIO are amazing!!!!!!

Client Testimonials

Anonymous

QBO Pro-Advisor Review

Highly recommend. Did an amazing job with our Business and processes. Very pleased.

Client Testimonials

Anonymous

QBO Pro-Advisor Review

I had a terrible set of books and hadnt taken care of things for a few years. I also hadnt done my taxes for 7 years. Amanda and her team were sooooo helpful. They cleaned up my files. set me up properly on QB Online, helped completely virtually and got this cleanedup, filed and I only had 3 of the 10 years reviewed and passed with flying colours. They went above and beyond and I talk about them to anyone who listens.

Client Testimonials

Roxie Anderson

Personal Tax Client

A pleasure to work with, very fast and professional. Highly recommend to anyone!

Client Testimonials

Mandy Dreer

Personal Tax Client

Very happy with the service, very friendly and knowledgeable.

Client Testimonials

Chantel Larock Palfy

Personal Tax Client

Amanda is awesome and knows her stuff! She’s efficient, affordable, and approachable. I highly recommend her.

Client Testimonials

Rick & Megan Fleming

Personal Tax Client

We are long term tax clients. Amanda was such a pleasure to work with. Very professional and had our taxes done super fast and totally worked with our busy schedule. I will be coming back next.

Client Testimonials

SandraDee Swanson

Personal Tax Client

Would highly recommend! Very professional, friendly and knowledgeable in all aspects.

Client Testimonials

Kelli Munn

Personal Tax Client

AmandaBeret is hands down the most knowledgeable accountant I have met to date. She is driven by passion and always goes that extra mile for her clients. With her Online Portal, filing taxes has never been so easy! Just upload your documents, she does up your taxes and sends them for review. You electronically sign and can pay her right off her invoice all while in the comfort of your living room! I have been using her for years now and always know that when she looks after it, it’s done correctly. Thanks AmandaBeret for making your clients’ lives easier! 5 Stars!

Client Testimonials

Katie Goulding

Personal Tax Client

We signed up with the team Amanda in February 2021 and she went above and beyond anything we could have asked for. She was super accommodating, fast, efficient, informative, and overall, very professional. Over the last two months she was able to correct and rectify 2 years’ worth of mistakes that our previous bookkeeper made. She was also able to support us in alternative ways of doing things that will save us (our company and us personally) money on a continuous basis. She is very knowledgeable (especially with all the covid stuff that is new to everyone) and it shows in her work! We used her for personal taxes as well and got the biggest refund we have ever received! I would 100% recommend her for any accounting needs!  I have since been working with Whitney and Elaine and they are amazing as well. 

Client Testimonials

Tracy McDonald

Owner | Heavy Truck Industrials Ltd.

I was asked by Amanda to give me a review of herself and her business. 

I am giving a 2-star review not because her effort and processing was not done proficiently but because at the time I was in a difficult situation and under CRA review and Audit. I had hired a bookkeeper to process my Audit who did nothing at all and had already paid them $5000.00, and when it came time to the Auditor on site, the Bookkeeper had made even more mistakes and issues causing a bigger problem and more in-depth Audit. 

I was referred to Amanda and CRA referred her as well, when meeting with her I asked for a quote and she unable to give me one. I appreciated her honestly, but she said that at minimum this could be 20-70 hours depending on what was found and what needed to be done. 

I was very unhappy with that and her rate, and more so just the situation, however after the ordeal was completed, as she did a labor only services and due to issues, I had, she extended me a 20% discount and a payment plan which I appreciated. I would say her workmanship and demeanor was outstanding, but as she mentioned you need to hire a Accountant from the beginning, so if that what you are looking for, she’s your girl. 

Pricier than some but worth it in the long run. After the ”Ordeal” she set me up with a set of books, I took her classes which she extended to me free of charge, and I now do my own books and have her complete my year ends. 

I want to be honest herein, that my rating is more so due to the price not her knowledge or expertise. She is worth it, completed to what you get from Big Firms or crappy Bookkeepers.

Client Testimonials

Cameron Roberts

Owner | Laser

I have worked with the team for over 5 years, and the experience has been incredible. They guided us through bookkeeping, accounting, tax strategy/preparation and much more. Even though we relocated the business south, it was a no brainer to keep our services with Forge, and now everything is done remotely with no issues. I could not recommend Amanda and the team more!

Client Testimonials

Ashley Sales

Personal Tax Client

Amanda-Beret is a professional who works efficiently and tirelessly to ensure our books are in proper order. She provides peace of mind knowing everything is correct and well done. Highly recommend.

Client Testimonials

Chris Hingst

Personal Tax Client | Business Consulting

Fast and efficient, felt very confident with everything. Very professional would suggest to anyone.

Client Testimonials

Janna Puckering

Personal Tax Client | Owner, Primitive Living

Absolutely love this company! Quick responses, Quick results, Attentional to detail, fair pricing, friendly atmosphere, very professional, if you are unsure or don’t know what something means, they explain everything!

Client Testimonials

Douglas Porterfield

Personal Tax Client

I have been a client of AmandaBeret's for over 15 years now. I have been very happy with the professionalism and advice I have been given. The advice I have been given has saved me thousands!

Client Testimonials

Janet Pearson

Owner, Pearson International Ltd.

Very positive and efficient Accountant. 

The only reason I have given 3 stars instead of 5 is due to the mobile function offered. Mobile is only offered at the location where she is currently located, however she services other areas and therefore needs to charge for it. 

I understand the need for the charge but would prefer a more effective person directly in my city rather than sending documents and or having her come. I guess I’d say I wish she was in my city. 

However with that said, I had used her for 3 years and switched to someone in Calgary and now switched back due to the negligence for the individual I had in between her.

Client Testimonials

Conrad Concord

Owner | Concord Construction Ltd.

I highly recommend AmandaBeret and her Accounting team. 


We have had her on our time on again off again for over 8 years throughout our company transitions and her companies’ transitions. 

She puts our ideas and values at the top of all decisions and is 100% dedicated to seeing us succeed. She will tell is the hard stuff even if we do not want to hear it and steps down in times we do not need her to save us money. 

We wanted someone down to earth that spoke Accounting to Accountants end externals but could “dumb it down: for us and out employees. 

Not only did she help our corporations, but she also did the personal taxes for our employees at discounted rates and takes the time to explain everything, so nothing is ever done without our understanding. If you’re thinking about using her stop thinking and do it.

Client Testimonials

Anthony Venderhoek

Owner, Founder, Partner | Hoek Iron Welder Testing & Training Center

​Great Webinars, and very well versed with accounting, and software for company cost control, and management. If you’re starting a new business, or thinking of changing your accounting software forge is perfect place to call.

Client Testimonials

Ally Anderson

Owner | Fusion Welding

​I have been using Amanda and her company for over 8 years. 

I am pleased with her amazing, confidential, thorough work. She has saved or Company and personally thousands. 

We had a bookkeeper and decided to hire an Accountant, she fixed our books to an amazing level and helped us through a 5 year payroll audit. She came highly recommended, and I wouldn’t use anyone but her. I strongly recommend her.

Client Testimonials

Joshua Craven

Owner | Craven Contracting

We started working with Forge Group in 2021, now BRIO, when we first incorporated. They do our bookkeeping, year-end accounting preparation for us, and help with taxes. Amanda and Elaine have provided exceptional service since day one. They keep everything up to date and organized and are always available to consult as needed. We have been very happy with their service and would recommend to other businesses!

Client Testimonials

Kristin Strand

Owner | Office & Safety Manager

We are incredibly grateful for the exceptional expertise and steadfast support provided. As our company continues to grow, Elaine has been instrumental in establishing robust processes across crucial areas such as Bookkeeping , HR, Safety, and payroll compliance.

Elaine's dedication and professionalism have truly made a difference in our operations. They have not only ensured meticulous bookkeeping practices that keeps our financial records in working order but have also implemented comprehensive HR policies that streamline our workforce management. Their expertise in safety protocols has been invaluable in maintaining a secure and compliant workplace environment. Additionally, their diligent attention to payroll compliance has alleviated a significant burden, allowing us to focus on our core business activities.

We highly recommend Elaine and the team to any organization seeking reliable, comprehensive support in financial management and business operations. Their commitment to excellence and personalized service sets them apart, making them an indispensable partner in our journey towards continued success.

Thank you, Elaine, for your steady support and invaluable contributions to our growing company.

Client Testimonials

Rilla Peterson

Former Founder | CEO

Our mid-size organization reached out to AmandaBeret to provide a systems and process audit of our finance department in the summer of 2019, to go beyond the third-party audit we go through annually. 

AmandaBeret was able to quickly assess and identify areas of deficiency related to accounting processes, the programs we were using, and the structure and workflow within the finance department; in addition to this, she was then able to provide us with solutions to address all of these concerns. 

AmandaBeret has been excellent to work with: responsive, instructive, informative, and patient in dealing with people who don’t ‘speak accounting'.

We greatly appreciate that she is invested in each of her clients and took it upon herself to understand the entirety of our organization and how we operate, so that we could be set up for success. 

Most importantly for a Not-for-Profit, Amanda worked with us to provide an affordable service that has met our needs yet stayed within our budget.

The Difference is What Happens Next.

Every organization faces challenges.

Every leader encounters uncertainty.

Every business burns the toast sometimes.

What matters is how you respond.

At BRIO, we help organizations move forward with clarity, intentionality, and confidence through Accounting, Advisory, and Operations working together.

If you're ready for the next step, we're ready to help.

Let's Talk

The Difference is What Happens Next.

Every organization faces challenges.

Every leader encounters uncertainty.

Every business burns the toast sometimes.

What matters is how you respond.

At BRIO, we help organizations move forward with clarity, intentionality, and confidence through Accounting, Advisory, and Operations working together.

If you're ready for the next step, we're ready to help.

Start the Conversation

Let's Talk
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