Our Services
At B3 Financial, our services are designed to meet you where you are. Whether you need help getting your books back on track, staying organized month to month, or building better financial habits as you grow, we provide reliable bookkeeping and ongoing support tailored to your needs. We focus on keeping your finances clear, consistent, and easy to understand—while also helping you put simple systems in place that make managing your business feel more manageable and less overwhelming. As your business or organization grows, we’re here to offer deeper insight and guidance so you can make confident, informed decisions every step of the way.
Bookkeeping
Stay organized and on top of your finances with reliable, monthly bookkeeping. We handle transaction tracking, reconciliations, and financial reports so you always know where your business stands without the stress or confusion.
Catch-Up & Cleanup
Behind on your books or not sure where things stand? We help bring everything up to date, fix inconsistencies, and organize your financial records so you can move forward with clarity and confidence.
For businesses ready to go beyond the basics, we provide higher level financial support and guidance to help you better understand your numbers, strengthen your processes, and plan for growth. From improving how your finances are structured behind the scenes to offering ongoing insight, we help you make confident, informed decisions as your business evolves
Financial Strategy & Advisory
Mission
B3 Financial helps small businesses and nonprofits get their finances organized, clear, and back on track. Whether you're feeling behind, overwhelmed, unsure where your numbers stand, or simply need extra support as your organization grows, we’re here to help you make sense of it all without the stress or judgment.
We understand that not everyone starts with perfect systems, and that’s okay. Many business owners and nonprofit leaders come to us when their books have fallen behind, processes feel inconsistent, or financial information just isn’t easy to understand. Our role is to step in, bring clarity, and help you regain control of your financial picture.
We offer bookkeeping services, but we also go beyond basic bookkeeping by creating simple, reliable systems that keep your finances consistent and easy to manage. From cleaning up your books to improving how your financial processes work behind the scenes, we help ensure everything is organized, accurate, and working the way it should.
As your needs grow, we continue to support you with deeper financial insight and guidance helping you better understand your numbers, make informed decisions, and plan for what’s ahead with confidence.
Our goal is to bring structure, clarity, and peace of mind to your finances so you’re not just keeping up, but building a strong foundation your business or organization can rely on for long-term growth.
Dallas Bozich
Owner
I am the Founder of B3 Financial LLC, and a finance professional with over 15 years of experience across accounting, financial operations, and business support. My background includes work in Financial Director Leadership roles, compliance, treasury management, billing and accounts payable and receivable, supporting organizations in maintaining accurate and reliable financial systems.
More recently, I have worked within the nonprofit sector in a finance leadership capacity, gaining hands-on experience with nonprofit financial operations, reporting, and compliance in a mission-driven environment.
Through B3 Financial, I bring this combined experience to small businesses and nonprofits that need clear, organized, and dependable financial support. My focus is on helping clients understand their numbers, strengthen their financial processes, and build systems that support confident decision-making and long-term growth.
About Us
Get In Touch
You don’t need everything figured out before reaching out. If your finances feel overwhelming or you simply need guidance, we’re here to help. Send a message below and we’ll follow up to talk through your situation and see how we can support you.
979-360-4314
dbozich@b3financialservices.com
PO Box 638
Sealy, TX 77474