Our Purpose:
Cultivating Authentic Relationships That Provide Clarity, Value and Excellence
We are your financial sherpas. From cash flow and forecasting to controller and CFO-level support, we help your business climb higher—strategically, reliably, and in partnership.
What We Do
Strategic Financial Leadership for Growing Organizations
We partner with small to mid-sized businesses, medical practices, and non-profits to deliver high-level financial clarity and operational support. Whether you need fractional CFO insight or day-to-day controller support, we will help you understand where your business stands—and where it can go.
Our Core Services Include:
Account Review
We offer a one-time review of your accounting software to assess accuracy, structure, and efficiency. Pricing is based on the size and complexity of your business, and additional software evaluations can be provided upon request.
Fractional CFO Services
We act as your strategic financial partner—developing models, forecasts, and cash flow plans to help you make informed, long-term decisions and grow with purpose.
Controller Services
Our controller services provide structure and oversight, from internal audits and financial reviews to process refinement and team supervision—keeping your financial operations on track.
Operational Planning
Whether you’re cleaning up past data, implementing new systems, or launching a special project, we help streamline your internal operations and set your business up for success.
Bookkeeping
Our detail-oriented bookkeepers, supervised by degreed accountants, keep your financial records clean, current, and actionable with full QuickBooks optimization.
Payroll Management
We bridge the gap between your team, HR advisors, and payroll providers—ensuring accuracy, confidentiality, and compliance every step of the way.
Ready to Take the Next Step in Your Journey and Start Climbing?
Let’s talk. We’ll review where you are and help you take the next right step—no pressure, no pushy sales.
The Peak Way: Our 4-Phase Discovery Process
We Climb With Purpose.
Phase 1: Discovery
Start with a 15-minute intro call. If it’s a fit, we’ll schedule a free 1-hour consultation with our intake team.
Phase 2: Initial Review
We assess your financial systems, provide a detailed findings report, and align on next steps.
Phase 3: Onboarding
A dedicated team is assigned to build and execute a customized project plan that reflects your short- and long-term goals.
Phase 4: Partnership
We become your ongoing financial team—checking in regularly, delivering custom reports, and scaling support as your business grows.
Sher·pa
\ ˈsher-pə \
A member of a Tibetan people living on the high southern slopes of the Himalayas in eastern Nepal and known for providing support for foreign trekkers and mountain climbers.
A Peak Business Consultant – an expert resource that provides ongoing financial support for our client’s businesses.
We serve as your guide, we know the terrain, and we lead you to the best and most efficient paths to understanding the financial health of your business. Financial Sherpas don’t guide blindly, but teach and lead clients to achieve better financial outcomes by arming them with the right tools and experience.
Why Peak?
We’re Not Just Your Outsourced Finance Team.
Our values:
To Be a Sherpa
Leadership, likes to teach, patient w/ process, communication, meeting people where they are, about helping, continual learner, confident
To Be Determined
Trustworthy, willing to go the extra step, committed, energetic, following through to solution, accountable,
passionate about work and solution-focused, self-motivated
To Be Excellent
High-quality work, experience, reliable/consistent, analytical attention to detail, critical thinker, focused on being a lifelong learner
To Be Authentic
Be true to your core, honesty, and integrity, even when it is hard
To Be a Team
Relationship-focused, strong emotional intelligence, empathetic, exhibits professionalism, team builder,
collaborative, fun, positive, finds fun in the work, celebrates other successes, joins people together
To Be the Solution
Focused on the big picture while providing a systematic approach solution, quick thinking, bring order from chaos, solution focused, flexible, big picture, open to new ideas
“I cannot speak highly enough about Peak Business Consultants. Not only do they provide services in a timely and extremely thorough manner…”
“Nikki, Mel, and the whole Team at Peak are the glue that keeps the back end of my ever-evolving business together. Without them taking care of my day to day…”
“Too often, hiring experts results in more frustration than doing the task yourself. With PEAK, we’ve been able to offload much of our accounting burden…“
“As the managing partner of a successful and growing ophthalmic practice, I can recommend Peak Business Consultants without reservation…”
“One of the best decisions we made when starting our business, was to have a trusted, comprehensive financial partner we could scale and grow with…”
Ready to Take the Next Step in Your Journey and Start Climbing?
Let’s talk. We’ll review where you are and guide you toward progress—no pressure, just personalized support.