Begin. Beside. Beyond.

MASTER YOUR MONEY WITH A WINNING STRATEGY

Financial success starts here. We will get your bookkeeping in shape and create a powerful strategy for what's next.

Services

B3 Financial offers a range of services designed to meet your individual and business needs, from simple record-keeping to complex financial analysis. Let us help you automate time-consuming, repetitive bookkeeping tasks, so you can spend more time on your passion and growing your business.

Bookkeeping involves a range of financial duties, from managing operational tasks like income, expenses, payroll, and inventory to supporting strategic planning through budgeting and forecasting. These services are tiered to provide scalable solutions for individuals and growing businesses, ensuring accurate and timely financial management.

  • Basic bookkeeping is the foundation process of meticulously recording and organizing an individual and business’s daily financial transactions.

  • Essential bookkeeping expands upon the foundational tasks of basic bookkeeping by adding more and proactive services focus on managing key operational areas.

  • Advanced bookkeeping evolves into the comprehensive oversight of complex financial functions, from managing multi-department payroll and intricate inventory systems.

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Strategies

B3 Financial provides strategies designed to guide individuals and businesses through their most financial decisions. Our services extend beyond traditional financial planning to include strategic guidance on complex tax matters, empowering clients to make informed investment choices, and creating financial plans for the future.

We also assist with the processes of wills and trusts to ensure a secure legacy, and offer advice in navigating the complexities of mortgages, all with the goal of providing an all-encompassing approach to wealth management and long-term financial stability. You can initiate a lasting legacy change with your own actions.

  • Individual

    Business

  • Roth IRA

    Custodial IRA

    529

  • Budgeting

    College

    Retirement

    Auto

  • Wills

    Trusts

  • Personal Mortgages

    Business Loans

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  • "Leadership is about making others better as a result of your presence and making sure that impact lasts in your absence."

    Sundar Pichai,
    Google CEO

  • "Don't let the noise of others' opinions drown out your own inner voice."

    Tim Cook,
    Apple CEO

  • "Someone's sitting in the shade today because someone planted a tree a long time ago."

    Warren Buffet,
    chairs & runs Berkshire Hathaway

  • "The key is not to make the sale. The key is to cultivate the customer."

    Ted Decker,
    Home Depot CEO

  • "I alone cannot change the world, but I can cast a stone across the waters to create many ripples."

    Mother Tersea,
    founder of the Missionaries of Charity

  • "Never let the fear of striking out keep you from coming up to bat."

    Babe Ruth,
    American MLB player (1914 to 1935)

  • "Pain + Reflection = Progress. Go to the pain rather than avoid it. Embrace tough love."

    Ray Dalio,
    co-chief investment officer of Bridgewater Associates

  • "Innovation is not about one big idea; it's about a thousand small breakthroughs."

    Jensen Huang,
    Nvidia CEO

  • "Genius is surrounding yourself with people who are smarter than you."

    Ted Decker,
    Home Depot CEO

  • "Run toward the hardest problems. This approach has helped me to learn a tremendous amount from both success and failure."

    Lisa Su,
    AMD CEO

About Us