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 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