About Us

Vision + Mission

VISION: HIGH TOUCH ACCOUNTING, FINANCE and ACQUISTIONS FIRM.

MISSION: ENABLE BUSINESS OWNERS AND MANAGERS TO HAVE A PULSE ON THEIR FINANCIAL METRICS.

 

  • We're CPA's, business owners and investors who make your data actionable.
  • We deliver practical data fast with robust review procedures for accuracy.
  • We're data interpreters and accountability partners.
  • We help you stay ahead of the tech curve with implementation projects.
  • We identify your savings [time and money] and redirect to growth channels.
  • We focus on improvement: processes, revenue, and profitability.

Founders Bio's

Ethan

Accounting. Travel. Paddle boarding and Wine.

Ethan launched his career at EY in Assurance services before moving to a boutique real estate private equity firm where he analyzed the company’s portfolio of operating businesses and developed KPI dashboards. Ethan then moved to Napa to work with Silicon Valley Bank’s wine team, where he was responsible for 100MM+ in loans for wineries and vineyards. Ethan currently owns and operates a portfolio of small businesses which includes: laundromats, a private mailbox store and storage. A graduate of USD, Ethan is a licensed CPA in the state of CA and an active board member for Diabetes Research Connection based in Del Mar where he serves as Finance and Personnel Chair.

Thor

Tax. Real estate. Running and Cars.

Thor started his career at CBIZ where he served as manger of a small business consulting group responsible for providing privately held companies with tax advice and direction. Thor then formed Murril, Eakes & Company in 1994 which he maintained until he launched Eakes & Company in 2013. Thor specializes in tax consulting and financial reporting, putting his 30 years of experience to work on a daily basis. He also provides high net worth individuals with personal tax services including strategic tax planning. Thor also owns and invests in various small businesses and real estate projects. A graduate of SDSU, Thor is a licensed CPA in the state of CA and an active board member of the San Diego Auto Museum based in Balboa Park.

What makes Peak different?

Peak Ventures Accounting Logo Favicon
  • Transparent fixed monthly pricing.
  • Dedicated team members with expertise in QuickBooks Online, Financial Planning & Analysis, and Business Intelligence dashboards.
  • Competent and responsive team of CPA's and QuickBooks certified professionals who produce accurate data to help you reach your goals.
  • Modern tech stack.
  • Focus on efficiency to help clients understand profitability through meaningful analytics and analysis by business owners and investors.
  • We help prepare you to obtain financing (debt or equity) and pay appropriate taxes based on clean financials.
  • Accounting and CFO services in one spot.

Other firms

  • Hourly pricing with large random bills
  • One accountant with too many accounts to manage
  • Firm only handles light bookkeeping with little to no tech
  • Financial statements delivered TBD, questions on transactions from months ago

Typical client profile

  • Service businesses with 1-5MM in revenue (5-20 employees)
  • You care about the numbers behind your business
  • Desire to increase revenue or profit
  • You want to talk about your business [metrics] and discuss trends
  • Forward looking