Accounting · Finance · Advisory
Peak Ventures pairs a CPA-led accounting team with hands-on financial analysis, so business owners always know where they stand.
Peak performance starts here
Financials substantially complete by the 10th, every month
Minimum two-person review on every financial close
Dedicated QuickBooks Online and FP&A specialists
Why Peak Ventures
A responsive team of CPAs and QuickBooks-certified professionals producing accurate data.
We focus on efficiency and meaningful analysis so you understand true profitability.
Our founders are business owners and investors themselves, meeting you where you are.
Deep expertise in QuickBooks Online, FP&A, and business intelligence dashboards.
What we do
Serving companies up to $10M in annual revenue across service-based businesses and real estate.
• Monthly accounting and review services
• Bank and credit card reconciliations
• AR and AP review
• Financial statement preparation
• Financial statement analysis
• KPI and business intelligence dashboards
• Budget vs. actual reporting
• Projections and cash flow forecasts
• Process improvement
• Standard operating procedure documentation
• Guidance with bank financing
• Acquisition analysis
The difference
01
Transparent, flat monthly fees published on our pricing page — no surprise invoices.
02
Accounting, tax partnerships, and CFO services handled in one spot.
03
Dedicated people for QuickBooks Online, financial planning & analysis, and business intelligence dashboards.
04
Efficiency built into the process rather than bolted on afterward.
05
Responsive CPAs and QuickBooks certified professionals producing data you can rely on.
06
Clean financials that prepare you to raise debt or equity and pay appropriate taxes.
