Peak Services
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 $1–10MM
Professional Services Concierge
• We ensure your entire advisory team is aligned so you
don’t have to manage them.
• Annual meeting to review current activities and future
plans, ensuring you have the most appropriate financial
and legal structures to fit your life.
* Advisors may include: CPA, attorney (estate /
business), wealth manager, insurance broker, banker, etc.
• Peak Ventures will prepare the agenda, distribute action
items, maintain a rolling list of deadlines, coordinate
document requests, and maintain a secure financial
document vault.
• Monthly fee: $500 per month, annual commitment.
Who we serve
Service business | Professional Services | Real Estate Owners & Investors
Why Peak Ventures
- Competent and responsive team of CPA’s and QuickBooks certified professionals who produce accurate data tohelp you reach your goals
- Focus on efficiency to help clients understand profitability through meaningful analysis
- Founders 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