expert financial support for growth-focused businesses.
I’m here to be your business’s best financial asset, delivering accounting services and strategic leadership you can trust.
more than the average cpa
I’m a strategic partner
I’m here to help lead the financial success of your business 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, whether that’s implementing a Bookkeeping system that’s easy to maintain and understand or landing your annual budget in a way that gains buy-in from your key stakeholders.
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 business 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
BOOKKEEPING
Expert accounting, tailored to your needs.
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- Weekly, Monthly, Quarterly, Yearly Bookkeeping
- Financial Statement Compilations
- Invoicing support & outsourcing
- Chart of Accounts Setup
- Monthly Accounting Cycle Setup + Best Practices recommendations
- Training for you and your staff to maintain monthly bookkeeping practices
- General Real Estate Property Accounting
ready for financial peace of mind?
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. 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 CPA in Oregon
Active licensed REAL ESTATE BROKER in Oregon (COMMERCIAL)
Bachelor’s Degree in Accounting and Business Management from Chapman University
Oregon Society of CPAs Member
Women in Commercial Real Estate 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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I take a hybrid approach, meaning most work I do is virtual with the opportunity for in-person support, depending on the project scope, business needs and client location.
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Not right now! There may be times I will need contract bookkeeping support however, I’m always my clients’ main point of contact. Any bookkeeping support will be fully vetted by me, ensuring the same high-quality standards.
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It depends on the project and your needs, I use my base hourly rate as a starting point and adjust according to the scope and type of work. You will be invoiced on a monthly basis.
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You bet! Schedule a Consultation Call with me and we’ll go over your needs and budget to find the package that fits your business.
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Yes, I’m currently taking new clients and would love to chat with you about your business needs. Get in touch via email.