OUR SERVICES
We Don’t Do One-Time Anything
Accounting Built for Long-Term Partnership
At P3 Accounting, we work with clients on an ongoing monthly basis. It’s the only way your numbers stay relevant beyond tax season.
Financial strategy does not work when books are outdated or handled in a rush.
A steady, long-term partnership is what allows accounting and tax strategy to actually support your business.
Here’s what that looks like.
Most business owners only talk to their accountant once a year. By then, the numbers are old, and the decisions are already made.
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Monthly accounting keeps your financials current, accurate, and useful all year. Not something you glance at once and file away.
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This is the core of everything we do and the starting point for all other services.
Ongoing Monthly Accounting and Advisory
The foundation. Books that actually work.
Clean books are important. But at a certain stage, insight matters more than reports.
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This service provides strategic guidance tied directly to current financials. Decisions around cash flow, structure, growth, and financing are grounded in real numbers, not assumptions.
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It is CFO-level support without building an internal finance department.
Strategic Advisory and CFO-Level Insight
For businesses that need more than reports.
As businesses grow, so does responsibility. Employees, vendors, payroll, compliance, and more moving parts.
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This level of support adds structure and oversight so accounting does not become a source of stress or risk. It is designed to grow with your business and keep things running cleanly as complexity increases.
Growth-Level Accounting Support
When things get more complex.
Real estate brings its own challenges. Multiple properties. Multiple entities. Cash flow does not always follow the calendar. Tax outcomes that depend heavily on structure.
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We work with real estate investors who want accurate tracking, clear reporting, and proactive planning across their portfolio.
Real Estate Accounting
For property owners and investors.
Cleanup and Catch-Up Work
Getting your books back to a usable place
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Most new clients come to us with books that are behind, inconsistent, or no longer trustworthy. That is normal. Growth, transitions, software changes, or previous support that dropped the ball all contribute to this.
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Cleanup work is handled intentionally and without judgment. The goal is not perfection. The goal is accuracy and clarity so decisions can be made with confidence.
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Cleanup is scoped separately and completed first when needed. Once your books are current and reliable, the relationship moves forward into regular monthly support.
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Important to know
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Cleanup work is not offered as a standalone or one-time service
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The purpose of cleanup is to establish a clean foundation and keep it that way
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Our role is to get you current and prevent the same issues from repeating​
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This approach protects both your business and the integrity of your financials.​
Proactive Tax Strategy
Built into the way we work
Tax strategy does not work when it starts at filing time. Without current financials, most tax planning becomes a last-minute cleanup or misses opportunities.
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That is why tax strategy at P3 Accounting is always paired with accounting support. When your numbers are kept current, tax exposure can be identified early, and decisions can be made intentionally throughout the year.
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This allows tax planning to function as a strategy rather than a reaction.
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How proactive tax strategy shows up
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Identifying potential tax exposure before it becomes a surprise
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Timing decisions intentionally rather than rushing at year-end
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Aligning tax strategy with long-term business goals
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Reducing filing-time stress and unnecessary corrections
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Tax return preparation is billed separately and quoted in advance based on complexity. Strategy is part of the relationship. Filing is simply the final step.
What we don’t offer
To deliver the best outcomes, we do not offer:​​​
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​​​ One-time tax preparation​
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Hourly or on-demand consulting
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Reactive or last-minute services ​
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Our work is built around a long-term partnership. That is where real clarity and results come from.
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Not sure which level fits? That's what discovery calls are for.
Questions About Our Services
The things that usually come up after people read the services
If you are wondering how this actually works in practice, you are not alone. These are the questions we hear most often once business owners start thinking seriously about ongoing accounting.
Services are customized based on your structure, transaction volume, and level of support needed. The pricing ranges are guidelines. Final scope and pricing are set after the discovery call.
Let’s Talk Through Your Numbers
Start a Smarter Accounting Relationship
​If you’re looking for an accounting partner who stays involved, pays attention, and helps you make decisions with clarity, this is the next step.
The discovery call is a focused conversation about your business, your structure, and where things may be breaking down. We’ll walk through what level of support makes sense and be honest if it doesn’t.
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No pressure. No pitch. Just a clear starting point.
