Making big decisions? Let us help you.
3 Peaks CPA bridges finance, tax, and strategy. We translate complex numbers into clear, actionable insights. Get expert support to plan, grow, and stay ahead—without the guesswork.
Navigating change requires strategic foresight and financial expertise. Whether you're exploring Employee Owned Trusts (EOTs) for succession planning, preparing for a business valuation and sale readiness, or integrating sustainability, ESG, and resilience into your financial strategy, having the right guidance is critical. With rapid market shifts, businesses must also stay ahead of emerging issues and future readiness, ensuring they can adapt to evolving regulations, risks, and opportunities. We help businesses plan, evaluate, and execute major transitions with clarity and confidence.
Complex financial decisions demand specialized expertise and precision. We provide co-operative and not-for-profit (NFP) accounting and tax services to ensure compliance and financial sustainability for mission-driven organizations, while real estate finance and tax solutions help investors, developers, and property owners navigate structuring, tax optimization, and financing strategies. Strategic financial modelling empowers businesses with forecasting, scenario analysis, and data-driven decision-making, giving them the tools to anticipate challenges and seize opportunities with confidence.
Bridging expertise and strengthening financial capabilities is key to business success. Through financial concierge and intermediary services, we act as a trusted advisor, ensuring seamless coordination between financial, legal, and operational professionals. Our CPA firm support and liaison services help other accounting firms to enhance their client offerings by providing specialized financial modelling, assurance readiness, and complex advisory solutions. For businesses and finance teams, coaching & training equips professionals with the financial literacy and strategic insight they need to make informed decisions and grow with confidence.