At B3 Financial, we always put our
clients’ best interest first and demonstrate the worth of that action, as we convey the importance of communication.
Who we are
At B3 Financial, we are more than just a bookkeeping and financial services company—we are partners in your journey. Founded by Brittany McLean, a dedicated professional with a deep love for helping others, our company is built on the belief that a strong financial foundation begins with a trusted relationship. With a background in both mathematics and finance, Brittany is devoted to coming alongside each client, empowering them to take control of their financial future.
Our philosophy is as simple as our name - B3. We believe in encouraging you to Begin your financial journey as it only takes one step, coming Beside you as a trusted partner, and helping you to go Beyond what you ever thought was possible. These three pillars represent our commitment to empowering you every step of the way, ensuring the path forward is clear and your financial potential is limitless.
We approach bookkeeping and financial planning much like a trusted guide leading a journey. It starts with a precise analysis of your current position, followed by a clear, strategic path forward. We believe that by combining the logic of mathematics with a human-centered approach, we can build a plan tailored specifically for you.
B3 Financial
Begin.
Beside.
Beyond.
Navigate your financial future with confidence and precision. Financial success starts here. Let us get your bookkeeping in
shape and create a powerful strategy for what's next.
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Our mission statement is to empower individuals and small businesses to achieve financial clarity and security by delivering personalized bookkeeping and strategic guidance with precision, integrity, and transparency.
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Our vision is to become the trusted financial partner for individuals and small businesses, equipping them with expert guidance, innovative solutions, and education to build lasting generational wealth and financial peace of mind.
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Loyalty
Integrity
Teamwork
Respect
Meet the Team
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CEO & FounderQB ProAdvisor Level 2
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Design DirectorIt all begins with an idea.