Reach Your Peak

Peak Ventures enables business owners and managers to have a pulse on the financial and operational metrics of their business. The team at Peak Ventures is led by business owners with 30+ years of accounting and finance experience who understand the need for reliable data to support decision making.

Finance@4x

Accounting

• Monthly review of books

• Bank and credit card reconciliations

• Review AR & AP

• Prepare balance sheet schedules to

   ensure proper presentation

• Verify classification of transactions

• Financial Statement preparation

Accounting@4x

Finance

• Financial statement analysis

• Business intelligence dashboards to
  monitor Key Performance Indicators
  compared to industry benchmarks

• Budget vs. Actual reports

• Projections & cash flow forecasts

Industry@4x

Advisory

• Process improvement and documentation

• Guidance with bank financing

• Acquisition analysis

Advisory@4x

Industry

• Companies with annual
  revenues of $1–3MM

Why Peak Ventures

  • Competent and responsive team of CPAs and QuickBooks certified professionals who produce accurate data tohelp you reach your goals
  • Focus on efficiency to help clients understand profitability through meaningful analysis
  • Partners are owners and investors who meet you where you are in your business journey
  • Dedicated team members with expertise in QuickBooks Online, Financial Planning & Analysis, and Business Intelligence dashboards

Markets

Bozeman | San Diego | St. Helena

Thor J. Eakes CPA

CEO at Eakes & Company CPAs

30+ year CPA in San Diego

Vistage International member

Ethan B. Harkleroad CPA

Data driven business owner

Background in financial analysis and
  commercial lending, wine and real estate