expert financial support for growth-focused businesses and investors.
I’m here to be your business’s best financial asset, delivering brokerage, accounting services and strategic leadership you can trust.
more than the average broker
I’m a strategic partner
I’m here to help lead the financial success of your business and investments by focusing, not just on the numbers, but on your business as a whole and creating strategies that promote growth.
I make numbers make sense
I take the complex and make it simple. Period.
I bring transparent communication
I prioritize building relationships with my clients through clear, timely communication. I’m a connector who not only brings great ideas but listens to your unique needs and goals so I can help you make informed decisions.
Services
CFO Services
Part-time, executive-level support to fit your budget.
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- Financial modeling and forecasting
- General Business Advisory and Strategy Consulting
- Cash flow planning and analysis
- Accounting Training and Development for your Staff or Owners
- Interim support for Leaves of Absence
- Customized financial reports and dashboards highlighting Key Performance Indicators (KPIs)
- Transition support for your Accounting Team
- Support with Presentations to Key Members
- Partner with other key business players including your banker, insurance broker, tax CPA et.
REAL ESTATE BROKER
real estate advisory and transaction support.
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- Commercial Real Estate Advisory
- Seller + Landlord Representation
- Real Estate Financial Analysis
- Tenant + Buyer Representation
- Transaction Management
- Real estate project accounting
- Property Management accounting
CONSULTING
Expert consulting, tailored to your needs.
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- General real estate consulting
- Loan closing and refinance support
- Property accounting and budgeting
- Strategic portfolio planning
- Development accounting support
- General Real Estate Property Accounting
ready to get started?
Meet Briana
I’m a CPA with over 14 years of business, accounting, and finance experience. I am also a licensed real estate broker in Oregon supporting clients with their commercial real estate needs. While I got my start working for public accounting firms, I’ve always loved the community and innovation of small businesses. After gaining years of experience on the private industry side of accounting and finance, I made the leap to building my own small business and ultimately working in commercial real estate brokerage. I draw on all three chapters of my accounting career to deliver financial services that are truly tailored to your business or real estate needs. Out of the office, you’ll find me playing at the park with my son, practicing yoga, or drinking a good cup of coffee.
Active licensed REAL ESTATE BROKER in Oregon (COMMERCIAL)
Active licensed CPA in Oregon
Bachelor’s Degree in Accounting and Business Management from Chapman University
Oregon Society of CPAs Member
Women in Commercial Real Estate Member
CReW CAREERS COMMITTEE MEMBER
Testimonials
FAQ
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No! But I can recommend some great CPAs for those types of services. Send me an email and I’ll share my recommendations.
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You bet! If you're in the Portand Metro area I'm more than happy to meet in person or virtually to discuss your real estate needs. Likely I'll want to see your property or tour you around other places.
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It depends on the project and your needs. Typical brokerage fees range and are typically paid out by the Seller or Landlord. Buyers and Tenants do not typically pay any fees for representation.
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You bet! Schedule a Consultation Call with me and we’ll go over your needs and what's best for you right now.
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Yes, I’m currently taking new clients and would love to chat with you about your real estate needs. Get in touch via email.