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.
Who needs financial record-keeping to strengthen their company?
“Don’t ever let your business get ahead of the financial side of your business. Accounting, accounting, accounting. Know your numbers.”
“The best accountants don’t just see columns and rows; they see the roadmap to financial triumph.”
“To be successful, you should concentrate on the world of companies, not arcane accounting mathematics.”
“To be successful, you should concentrate on the world of companies, not arcane accounting mathematics.”
Do you own a small or medium company?
Are you a freelancer?
Do you need your personal and business expenses separated and tracked?
Are you a consultant or solopreneur?
Do the essentials of being a business owner overwhelm you?
Are you preparing for taxes?
Why companies need a bookkeeper is challenging. Most people and companies speak broadly about accounting or financial management as a necessity, which encompasses bookkeeping.
Separating personal and business expenses
tracking tax-deductible expenses
ensuring timely invoicing to maintain cash flow
They lack the time and expertise to do it themselves
Preparing organized financial statements and monthly reports for investors
tracking capital investments
managing expenses during rapid growth period
To free up their time from the tedious task of data entry and bank reconciliation so they can focus on high-level strategy, sales, and core business growth.
A bookkeeper (often in conjunction with a CPA) is essential to organize, reconcile, and present historical financial records to a tax authority in a clear and defensible manner
tracking material expenses against client invoices, and managing subcontractor payments and 1099 forms
maintaining separate records for multiple rental properties
Daily sales reconciliation
tracking Cost of Goods Sold (COGS) to monitor profitability
Meticulous tracking of billable hours,
managing client retainers
ensuring strict compliance
Services
B3 Financial services offer various options designed to meet your business needs, from simple record-keeping to complex financial analysis. Let us help you automate time-consuming and repetitive bookkeeping tasks so you can spend more time growing your business.
Bookkeeping involves a range of financial duties, from managing operational tasks like payroll and inventory to supporting strategic planning through budgeting and forecasting. These services are tiered to provide scalable solutions as a business grows, ensuring accurate and timely financial management.
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Basic bookkeeping is the foundation process of meticulously recording and organizing a business’s daily financial transactions.
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Essential bookkeeping expands upon the foundational tasks of basic bookkeeping by adding more and proactive services focus on managing key operational areas.
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Advanced bookkeeping evolves into the comprehensive oversight of complex financial functions, from managing multi-department payroll and intricate inventory systems.
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.
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Taxes
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Roth IRA
Custodial IRA
529
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Budgeting
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Wills & Trusts
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Mortgages
