Our Proven Process: The Peak Way
We believe better business decisions start with better financial insight. Our proven four-phase process is designed to help small businesses across New Hampshire build clarity, control, and confidence with their finances—so they can focus on what they do best: growing their business.
Phase 1: Discovery
Our process begins with a 15-minute discovery call to learn about your business. You’ll also receive an informational packet detailing our services. If we’re a good fit, we move into a complimentary 1-hour consultation with our owner and onboarding team to discuss deeper needs and next steps.
Phase 2: Initial Review
This phase includes a high-level review of your current financials, systems, and accounting practices. We deliver a detailed written summary of our findings and recommendations, followed by a debrief to align on goals and scope.
Phase 3: Onboarding
Once we agree to work together, we assign your dedicated onboarding team and build a custom project plan. We also create a workflow to ensure regular communication and progress tracking, keeping your short- and long-term goals aligned.
Phase 4: Partnership
As an ongoing client, you gain a dedicated team to manage your accounting process and provide insight. We hold regular check-ins, provide custom reporting, and support your business through every phase of growth. We’re not just your accountants—we’re your financial partners.
Ready to Take the First Step?
Let’s remove the guesswork from your finances. Whether you’re navigating growth or just need more clarity in your numbers, our process is built to support you.