Our Services
Fractional CFO Services
P3 Strategy serves as an extension of the executive team, providing fractional CFO support to organizations with revenues between $1M and $50M. Services include strategic financial oversight, budgeting and forecasting, board and finance committee reporting, cash flow forecasting, pricing analysis, investment and debt strategy, and accurate revenue recognition.
Fractional COO Services
P3 Strategy serves as a trusted strategic partner to the CEO, supporting staffing and resource planning, organizational structure and design, systems improvement, workflow analysis, staff training, and goal setting aligned to organizational strategy.
Who we serve
Non profit organizations
For nonprofits that need stronger financial leadership, clearer board reporting, grant compliance, revenue recognition guidance, cash flow planning, or support through growth, transition, or financial stress.
Financial Systems & Infrastructure
We assess and strengthen the financial and operational infrastructure so organizations can improve efficiency, increase financial visibility, and make better decisions. Services include chart of accounts redesign, financial reporting by program or service area, technology assessments, cost allocation, internal control improvements, and stronger workflows between departments.
Strategic & Board Advisory
With more than 15 years of experience working with boards and committees, P3 Strategy provides clear, honest, and practical advisory support that helps strengthen board engagement, financial understanding, and decision-making. Board services include financial education, policy development and implementation, executive thought partnership and the development and tracking of key performance indicators.
Small Businesses
For small businesses that need financial visibility, operational structure, pricing analysis, forecasting, systems improvement, or fractional executive leadership without hiring a full-time CFO or COO.