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.
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
Finance
• Financial statement analysis
• Business intelligence dashboards to
monitor Key Performance Indicators
compared to industry benchmarks
• Budget vs. Actual reports
• Projections & cash flow forecasts
Advisory
• Process improvement and documentation
• Guidance with bank financing
• Acquisition analysis
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 to
help 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