FINANCIAL CLARITY
WITHOUT THE JUDGEMENT.
Monthly accounting and proactive tax strategy for business owners who want clean books, fewer surprises, and real visibility year-round.
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We work with clients on an ongoing monthly basis so tax planning and financial decisions are intentional - not reactive.
Most Accountants Show Up Too Late
You make decisions in March. June. October.
But many accountants only look at your books at tax time - when the year is already over, and nothing can be adjusted.
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That leaves you guessing:
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Can I afford to hire someone?
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Am I actually profitable, or just busy?
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What is my tax situation really going to look like?
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​That's not a strategy. That's damage control.
Real-Time Clarity.
Know where your money is, how your business is performing, and whether a new opportunity makes sense before you commit to it.
Proactive Tax Strategy.
Tax planning works best when it happens throughout the year. We help you make informed decisions that legally and intentionally reduce your tax exposure.
Consistent Communication.
We follow a 24-hour response standard. You shouldn't have to wonder if your accountant will get back to you.
Accounting That Goes Beyond Bookkeeping
We work with business owners at different stages, from solo operators to multi-entity businesses.
The common thread is consistency. When accounting is handled regularly, decisions get easier, and stress drops fast.
But many accountants only look at your books at tax time - when the year is already over, and nothing can be adjusted.
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Here is a high-level look at how we support our clients.​​
This is the foundation of everything we do. Monthly accounting keeps your books accurate, organized, and usable throughout the year, not just at tax time. Instead of guessing or waiting until filing deadlines to understand your numbers, you have clarity every month.
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We handle your books consistently so you always know where things stand. Cash flow, profitability, and tax exposure are visible as they happen, not months later. This allows you to make decisions based on real numbers rather than assumptions, spreadsheets, or gut feelings.
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For many business owners, this alone marks the biggest shift. Accounting stops being something you avoid and starts being something you can actually use.
Monthly Accounting & Advisory
Reliable, current financials without the scramble.
As a business grows, accounting naturally becomes more complex. Payroll enters the picture. Vendors increase. Compliance requirements expand. What used to be manageable starts to feel overwhelming if the systems do not evolve with the business.
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Growth-level support adds structure and oversight so accounting does not become a bottleneck. Processes are tightened. Reporting becomes more intentional. Reviews happen regularly instead of reactively. The goal is to keep the business running cleanly as complexity increases.
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This level of support allows owners to focus on leading their team and growing the business, without worrying that the financial side is falling behind or creating hidden risk.
Growth-Level Accounting Support
Built for businesses with more moving parts.
Clean books are important, but at a certain stage, reports alone are not enough. Business owners need help interpreting the numbers and knowing how to act on them.
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This service provides strategic guidance tied directly to current financials. Conversations focus on cash flow, growth plans, compensation decisions, business structure, and financing opportunities. Advice is grounded in accurate data and tailored to what is actually happening inside the business.
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It is CFO-level insight delivered in a practical way, without building an internal finance department. The result is better decisions made with confidence rather than guesswork.
Strategic Advisory & CFO-Level Insight
For businesses that need direction, not just reports.
Real estate businesses operate differently from most service-based companies. Multiple properties, separate entities, irregular cash flow timing, and tax outcomes that depend heavily on structure all add layers of complexity.
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We work with real estate investors who want clear tracking and reporting that accurately reflect how their portfolios actually perform. Property-level reporting, accurate reconciliations, and thoughtful planning help owners understand profitability and plan ahead, rather than react at filing time.
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As portfolios grow, consistent accounting becomes even more important. Clean numbers allow investors to evaluate opportunities, manage risk, and make informed decisions across properties and entities.
Real Estate Accounting
Accounting designed for property owners and investors.
Cleanup & Catch-Up Work
For businesses that have fallen behind.
Falling behind on bookkeeping is common. It happens when businesses grow quickly, change hands, or rely on systems that stop working over time. Categories get messy. Reconciliations are unclear. Confidence in the numbers disappears.
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We handle cleanup work intentionally and without judgment. The focus is on getting the books accurate, current, and reliable so they can support real decisions again. Cleanup is scoped separately and designed to transition clients into consistent monthly support once the books are back on track.
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We do not offer one-time fixes. The goal is not just to clean things up, but to keep them clean going forward.
Proactive Tax Strategy
Tax planning that happens before it is too late.
An effective tax strategy cannot be developed in hindsight. Without current financials, most tax planning becomes a last-minute cleanup or misses opportunities.
With up-to-date books, tax exposure can be identified early, and decisions can be timed deliberately throughout the year. Compensation choices, cash flow planning, and business structure can all be evaluated with tax impact in mind.
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This approach reduces surprises and supports long-term planning instead of reactive fixes. Tax strategy becomes part of how the business operates, not something rushed through at filing time.
Is P3 Accounting the Right Partner for You?
We are not one-time tax preparers. We are long-term financial partners.
We’re likely a strong fit if
You’re in growth mode
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You have the vision, but the financial admin is dragging you away from high-value work.
You want data, not guesses
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You are done with spreadsheets and "gut feelings." You want decisions backed by hard numbers.
You want a relationship
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You’re looking for a year-round strategy, not just a frantic conversation during tax season.
You want to get ahead
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You are tired of feeling behind on your own numbers.
We are likely not a fit if:
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You are looking for a transactional, one-time tax filing
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You want on-demand fixes without an ongoing relationship.
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You prefer to ignore financial red flags until they become emergencies.
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If this feels like what you’ve been looking for, let’s talk and see if it’s a good fit for both of us.
Ongoing Accounting. Not One-Time Panic.
P3 Accounting works with clients monthly.
This allows us to stay involved and keep your numbers current, rather than reacting after the fact.
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Discovery Call - We learn about your business. You learn how we work. We make sure this is the right fit on both sides. No pressure, no pitch.
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Get Current - Most businesses need some bookkeeping cleanup, even with prior accounting. Messy books are normal. We fix them and transition you to monthly support.
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Stay Ahead - Monthly accounting, proactive tax planning, and strategic guidance when decisions need to be made. No surprises at year-end.
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Built by Business Owners, Not Just Accountants.
Real experience. Real accountability.
We are entrepreneurs, investors, and accountants. We know what it feels like to make decisions without clear numbers and to question whether the reports actually reflect reality.
That perspective shapes how we work. We stay involved, communicate clearly, and focus on helping you understand your financials so you can actually use them.
Our approach is also reflected in Accounting Isn’t Optional, which outlines the mindset behind building accounting systems that support real business decisions, not just compliance.
OUR CLIENTS.
I have had some bad experiences in the past with CPA's. However, Rose and Jeffrey were absolutely excellent. They were super organized and kept a client portal updated so I can see progress and documents that were already reviewed. I am building up real estate and soon to buy a small business and will continue to trust them with my tax returns for years to come.
P3 has revolutionized my business. They streamline all of my bookkeeping and taxes, so that I can focus on running my real estate business. They have also been a tremendous help with tax strategies. Rose is an accounting genius. The value that P3 adds to our company, easily makes them our most essential monthly service.
This was the best experience I have had with a CPA. Good communication during the exchange of information paired with a solid turn around time and affordable price puts P3 at a 5 star for me.
Questions About Our Services?
If you are wondering how this works in real life, you are not alone. These are the questions we hear most once business owners start thinking seriously about ongoing accounting.
They probably are. Most people are. We're not going to judge you - we're going to fix it. Cleanup is part of the process, and we handle it before moving into ongoing support.
Let's Get Your Books Working For You.
No pressure. No sales pitch. Just an honest conversation about where you are and whether ongoing accounting makes sense for your business.
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Give us a call today at 405-265-8383 or email info@p3accounting.com to find out how our team can support your business.
P3 Accounting – Responsive. Professional. People-first.