Advanced Accounting and Strategic Advisory
For Multi-Entity and High-Volume Businesses
Starting at $2,500 per month
As businesses scale, accounting stops being about clean reports and starts being about control, visibility, and decision-making. Growth introduces complexity that basic accounting is not built to support on its own.
This level of service is designed for businesses that need CFO-level guidance grounded in accurate, current financials, without building an in-house finance department. The focus shifts from recording activity to understanding impact, planning intentionally, and supporting decisions that shape the business’s future.
Instead of reacting to issues after they surface, leadership gains financial oversight that stays ahead of what’s coming next.
Who This Service Is Built For​
Advanced accounting and strategic advisory is a strong fit for:
-
Multi-entity businesses
-
High-volume operations
-
Businesses preparing for financing, acquisition, or expansion
-
Companies with complex cash flow, ownership structures, or reporting needs
-
Leadership teams that need clarity, not just compliance
Clients at this level are no longer asking whether the books are accurate. They are asking what the numbers mean, where risk lies, and how today's decisions affect outcomes six or twelve months down the line.
What Strategic Accounting Looks Like in Practice
At this level, accounting is no longer just about accuracy. It becomes a decision-making tool. The emphasis is on visibility, accountability, and insight across increasingly complex operations.
High transaction volume and multiple entities require tighter systems and more frequent review. This level provides structured oversight, making sure financial data stays reliable as activity increases.
That includes monitoring transaction flow, reviewing reconciliations across entities, and maintaining consistency in how financial information is recorded and reported.
Oversight at Scale
When multiple entities are involved, clarity matters more than ever. Intercompany activities, ownership structures, and shared expenses must be accurately tracked to avoid distorted reporting.
This service includes consolidation and intercompany tracking so leadership can see both the overall picture and individual entity performance without confusion.
Multi-Entity Clarity
Reports at this level are structured to support conversations with lenders, investors, and internal stakeholders.
​
You receive financial reporting that is clear, defensible, and ready for scrutiny. More importantly, it is explained in context, so decisions are made with understanding, not assumptions.
Financial Reporting Built for Decision-Makers
Strategy only works when it is tied to reality. With current financials, advisory conversations focus on:
-
Cash flow planning
-
Growth timing and capacity
-
Compensation and owner distributions
-
Entity structure and efficiency
-
Financing and capital decisions
These conversations are practical, not theoretical. They are grounded in what the numbers actually show.
Strategic Conversations Grounded in Real Numbers
What Support May Include
Support is highly customized at this stage. Services are scoped around transaction volume, entity structure, and the level of advisory involvement required to support leadership decisions.
Depending on business structure and complexity, support at this level may include:
​​​
-
High-volume transaction oversight
-
Multi-entity consolidation and intercompany tracking
-
Banker- and investor-ready financial reporting
-
Strategic advisory conversations tied to current financials
-
Support for growth, financing, or operational decisions​
​
Services are scoped intentionally based on volume, structure, and advisory needs. Pricing reflects the level of involvement required to support clarity at scale.
How Getting Started Works
Advanced accounting begins with alignment. Systems, reporting, and structure are reviewed to confirm they support informed decision-making before ongoing advisory work starts.
Step 1:
Discovery Call
We review your business structure, activity level, and goals to determine whether advanced accounting and advisory support fits where your business is today.
Step 2:
System Review and Alignment
Existing systems, reporting, and entity structures are reviewed. Any gaps that limit clarity are addressed before advisory work begins.
Step 3:
Strategic Support Begins
Once financials are reliable and aligned, strategic support begins. From there, decisions are backed by current data and informed guidance.
Why This Level Exists
Many growing businesses outpace their accounting long before they realize it. Reports may still be produced, but insight disappears. Decisions get harder. Risk increases.
​
This service exists to close that gap.
When accounting and advisory work together at this level, leadership gains:
-
Clear visibility across entities
-
Confidence in financial decisions
-
Fewer surprises during growth or financing
-
A partner who stays involved as complexity increases
The goal is not just clean books. The goal is control.
Important Notes:
-
This service is built around a long-term working relationship
-
It is not offered as short-term or project-based work
-
Support evolves as the business continues to scale
When Numbers Carry Weight
Insight for Decisions That Matter
If your business operates across multiple entities or has high transaction volume, and decisions carry real financial consequences, this level of accounting is built to provide clarity, control, and informed direction.
Let’s talk through where your business is today and whether advanced accounting and strategic advisory are the right fit for what comes next.
STAY UP TO DATE.
Keep informed with all news and information from P3 Accounting.