Our Services
At Peak, we offer comprehensive financial management and operational support services designed to bring clarity, accuracy, and peace of mind.
Account Review
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.
Controller Services
Controller Services
Our Controller services are specifically crafted to support growing businesses by managing all client accounts, delivering timely financial insights, and providing proactive account management as needed.
If you seek a detailed, high-level overview of your business’s current state and growth opportunities, we can assist. Our Controller services include: monthly/quarterly reviews of your accounting and financial management systems, internal audits, Cash flow management, status meetings & client communications, bookkeeper management/oversight, and quality control/process review.
Bookkeeping
Bookkeeping
Our dedicated and knowledgeable in-house bookkeepers ensure exceptional attention to detail. All accounts are managed under the supervision of a degreed accountant, and our proficiency with multiple QuickBooks platforms allows us to optimize processes and fully leverage the system’s capabilities.
Fractional CFO Services
Fractional CFO Services
We specialize in CFO consulting, focusing on the creation and execution of complex financial data models customized for your business. We can proficiently manage advanced tasks such as Financial Statement Analysis, Budget Development, Creation of Forecasting & Cash Flow Management Systems, Customized Analysis/Special Projects, and provide ongoing monitoring/verification to formulate a sensible and efficient financial strategy that works for you.
Operational Planning
Operational Planning
Our operational and strategic planning services encompass a broad range of support, including daily operations evaluation, internal systems setup, software start-ups, software conversions, financial data clean-up, and training.
Payroll Management
Payroll Management
Our payroll management services function as a bridge connecting your internal team, HR consultants, retirement administrators, and payroll processing companies. Outsourcing payroll management allows you to ensure the anonymity and confidentiality of employee and owner compensation. Furthermore, our team performs monthly and quarterly audits to verify that benefits and state and federal filings are processed correctly.
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.