About Us

P3 Strategy provides financial and operational advisory services tailored to each organization’s unique needs. We stabilize and strengthen the infrastructure that supports mission-driven organizations, helping them advance their work and achieve their strategic goals. Our commitment to excellence, paired with practical and customized solutions, drives measurable results and helps organizations solve complex challenges.

P3 Strategy is a women-owned business, serving small business and nonprofit organizations throughout California and nationwide.

Kate Piontek, founder of P3 Strategy, is a strategic executive with more than 20 years of experience guiding small businesses and nonprofit organizations through growth, scale, and complex financial landscapes. She provides fractional CFO/COO services, operational improvements, and strategic planning support with a focus on triple-bottom-line results.

Kate specializes in operations and financial planning, forecasting, and building scalable systems, with expertise in serving organizations with revenues between $1M–$50M. She is known for translating organizational strategy into actionable initiatives, leading teams through change, building consensus, and implementing systems that improve growth, productivity, and financial resilience.

What you can expect from working together:

Strategic Partnership: A clear assessment of the organization’s financial position, risks, and opportunities, paired with practical recommendations that support stronger decision making and long-term stability.

Financial Leadership: Deep experience supporting mission-driven organizations through budgeting, forecasting, investment management, debt planning, Single Audits, financial modeling, and complex financial decision making.

Executive Leadership: More than 15 years of executive leadership experience working directly with CEOs, boards of directors, finance committees, audit committees, and investment committees, with experience leading teams across HR, operations, accounting, facilities, and programs.

Transparency & Reliability: Proactive communication, strong follow through, and a practical, hands on approach to solving problems.

Accomplishments + Past Projects

People

  • Implemented and redesigned organization reporting structure

  • Set organizational wide goals and deployed staffing & resources against mission critical objectives

  • Managed executive-level search processes to help organizations secure top talent (Executive level searches

  • Lead team building strategies to align and unite Executive Teams

  • Created talent management strategy & execution against the strategic plan

  • Designed & launched programs that distributed over $1.2M directly to agricultural workers

Planet

  • Led the strategy and oversaw the execution of Sonoma County’s commitment to become the first 100% certified sustainable wine region in the United States. 

  • Secured a partnership with the California Land Stewardship Institute, launching a Climate Adaptation Certification for Sonoma County.

  • Developed pricing strategies for educational and agricultural programs.

  • Secured the trademark, designed, and managed the program for the Sonoma County Sustainably Farmed Grapes logo, a sustainability logo for wineries to use on their wine labels.

Profit

  • Created and managing organizational budgets ranging from $1M - $35M

  • Redesigned the chart of accounts & financial reporting to provide further clarity on which divisions/cost centers are generating profit and/or deficit

  • Built financial models to support growth and expansion.

  • Created reserve targets, policies and investment policy statements

  • Developed cash management strategies and supported debt planning to improve liquidity and financial flexibility.

Awards and Volunteerism

In 2018, Kate was selected as a North Bay Business Journal Forty under 40 Award recipient. She has served on the boards of the Santa Rosa Metro Chamber and Earth Team, including service on strategic planning and finance committees. She also served for more than five years on the Steering Committee and as a judge for the California Green Medal Awards.