BRIO, LLC
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FAQs - Business Services


What kinds of businesses do you work with?

Brio's business clients are generally owners or leaders of companies with less than 50 employees. We work primarily with self-employed business owners, sole proprietors, entrepreneurs/start-ups, or organizations seeking a well-defined marketing/business development strategy.

What sorts of questions can Brio help me answer?

  1. Is my business is on track to meet my financial goals?
  2. How do I reach and market to the right people online?
  3. My business doesn't earn enough and/or costs are out of control. Why; and how do I fix it?
  4. Am I hiring an employee or is he/she an independent contractor?
  5. What should I know about my business finances before I make a major purchase?
  6. What business expenuses should I be tracking, and how?
  7. Can you help me create a budget? How much should I be spending vs. reinvesting in my business?
  8. How do I attract investors?
  9. What kinds of retirement account options are available to sole proprietors?

What is included in a typical business plan?

A basic business plan will include:
  1. Executive summary 
  2. Business/product description
  3. Target market 
  4. Competitor analysis and plan to gain market share
  5. Management and operations needs assessment
  6. Master budget and cash forecast: may include profit & loss and cash flow tables, balance sheet, sales forecast, business ratios, and a break-even analysis

How do your fees work?

Flat fees are invoiced immediately, with 50% due in advance, and the balance due upon service completion.
Monthly fees are billed 15 days in advance of each service month, with payment due on the 1st of each month.​

I want to hire Brio. What do I do?

Schedule your free, 30 minute initial consultation to get started!

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