The BTB Advisory Firm
Thank you for your interest. We look forward to serving you.
Once your appointment is scheduled, you will receive a confirmation email with the Zoom login information. Please be sure to check your spam folder because it might end up there.
60-Minute Fraud Prevention Strategy Session
Need a deeper dive to assess your systems and start strengthening controls?
This session is perfect for business owners and organizational leaders who want to:
- Review multiple areas of vulnerability
- Build or revise fraud prevention policies.
- Get help implementing several tools from the Fraud Prevention Toolkit.
You’ll leave with a tailored action plan, practical insights, and the confidence to take the next step in protecting your organization’s finances.
30-Minute Fraud Prevention Strategy Session
Need a second set of eyes or guidance on one specific area?
This session is ideal if you’ve completed the Fraud Risk Finder and know exactly what you want to tackle—whether tightening up one policy, reviewing a single process, or getting feedback on how to use a tool from the Fraud Prevention Toolkit.
We'll focus on one targeted issue so you leave with clarity and next steps.
Strategic CFO Support Discovery Call
When the numbers aren’t adding up—or you’re scaling faster than your systems can handle—it’s time to bring in a financial expert who sees the whole picture.
You don’t need a full-time CFO.
You just need the right one…at the right moment.
Forensic Accounting Discovery Call
Available to NEW and/or first-time clients only. This appointment is your opportunity to learn more about our forensic accounting service offering.
This is a ZOOM meeting. You will not receive a call, so please read the confirmation email for dial-in instructions.
"Quick Question"
If you have a quick question, this is the session for you.
This is a ZOOM CALL. You will not receive a call, so please read the confirmation email for dial-in instructions.
Business Consultation via Zoom - 60 min
This appointment is for clients who have specific business or tax questions. Payment is required at the time of booking.
This is a ZOOM CALL. You will not receive a call, so please read the confirmation email for dial-in instructions.
Business Consultation via Zoom - 30 min
This appointment is for clients who have specific business or tax questions. Payment is required at the time of booking.
This is a ZOOM CALL. You will not receive a call, so please read the confirmation email for dial-in instructions.
