Pricing - Peak Ventures

Peak Pricing

At Peak Ventures, we’re business owners and investors, we like to know how much things cost, and we think you deserve the same. We’ve laid out the below for purposes of complete pricing transparency for our services.

We also believe you deserve your financial statements monthly.

0 - 1MM

1MM - 2MM

2MM - 4MM

Service

OVERSIGHT

FRACTIONAL

FRACTIONAL PLUS

The what does this mean:

Classify transactions ⁽¹⁾

X

We will classify your bank and credit card transactions via connection to QuickBooks Online (QBO). We'll set Rules for efficiency and let AI work where it can!

Reconcile bank accounts

X

We'll reconcile your bank accounts for completeness and accuracy. This critical step in the month end close process ensures all your revenue and expenses are accounted for in your financial statements. PS the Banks love (require) reconciled bank accounts.

Review Accounts Receivable (AR)

X

Let's make sure you get paid! We'll review your Accounts Receivable monthly to be sure your Customers are current on payments. We're your extra set of eyes to keep you cash conversion cycle short.

Tie out prepaid schedules

X

Pay for your annual insurance in one month? Does it make your financials look clunky? On the accrual basis (compared to cash basis where income and expenses are recorded when the money comes in or out) we will spread the total expense over the term so you can have a clearer picture of your true performance.

Review Accounts Payable (AP)

X

We will keep tabs on your Accounts Payable (what you owe) to be sure you don't fall behind with Vendors. Maybe they'll give us a discount if we pay early?

Reconcile credit cards

X

Similar to reconciliation of the Bank accounts, this key part of the month end close process ensures all expenses are recorded in the month and we can match the ending balance to your statement.

Tie out loans

X

We will match any loans to statements to be sure principle and interest are recorded appropriately.

Balance Sheet review

X

Before you see your monthly financials statements they've been reviewed by minimum two levels [of real human eyes]. While we leverage AI where we can, we still want to make sure everything is correct before we go full send on decision making together.

Tie out revenue

X

Not only do we want to make sure you get paid, we don't want you to pay any more taxes than you have to, which starts with making sure that revenue number is correct.

Ensure proper expense classification

X

No Balance Sheet items on the Income Statement! We'll review to make sure any items that should be capitalized (cars, trucks, boats, planes and computers) land on the Balance Sheet and all items on the Income Statement are recorded in the proper expense account.

Income Statement review

X

Not only will we make sure your transactions are recorded in the proper accounts, we'll note trends and opportunities for increased revenue or opportunities to save on the expense side.

Monthly financials

X

Great! When will I get my Financial Statements? We strive to have statements substantially complete by the 10th of each month. We like our Financial Statements monthly, and believe you deserve the same. Monthly financials include: comparative Balance Sheet, Year to Date Income Statement compared to Prior Year, and percent of Income reports.

Monthly call to review financials ⁽²⁾

X

If you trust us with one of the most important parts of your business, we want to talk to you! Let's make the data we already have is actionable.

KPI tracker

X

Custom KPI's for your custom business. Delivered in your monthly financial package.

Proft Cents benchmark

X

Ever wonder where you stand compared to the competition? How does your payroll percent of income compare to the current environment? Let us run your financials against the industry in our benchmarking platform.

Budget and Budget vs Actual reports

X

We'll build a forecast with your input, upload to QBO so we can track progress with the click of a button (ok maybe more than one click but it's quick + valuable).

Profitability recommendations

X

Let's make you more money!

Monthly price starts at

$1,250

$1,500

$2,500

Let's make you more money!

Additional scope (hourly rate)

$175

$150

$125

Let's make you more money!

Best for annual revenues	1MM - 2MM	2MM - 4MM
Service	FRACTIONAL	FRACTIONAL PLUS	The what does this mean:
Classify transactions (1)	X	X	We will classify your bank and credit card transactions via connection to QuickBooks Online (QBO). We'll set Rules for efficiency and let AI work where it can!
Reconcile bank accounts	X	X	We'll reconcile your bank accounts for completeness and accuracy. This critical step in the month end close process ensures all your revenue and expenses are accounted for in your financial statements. PS the Banks love (require) reconciled bank accounts.
Review Accounts Receivable (AR)	X	X	Let's make sure you get paid! We'll review your Accounts Receivable monthly to be sure your Customers are current on payments. We're an extra set of eyes to keep you cash conversion cycle short.
Tie out prepaid schedules	X	X	Pay for your annual insurance in one month? Does it make your financials look clunky? On the accrual basis (compared to cash basis where income and expenses are recorded when the money comes in our out) we will spread the total expense over the term so you can have a clearer picture of your true performance.
Review Accounts Payable (AP)	X	X	We will keep tabs on your Accounts Payable (what you owe) to be sure you don't fall behind with Vendors. Maybe they'll give us a discount if we pay early?
Reconcile credit cards	X	X	Similar to reconciliation of the Bank accounts, this key part of the month end close process ensures all expenses are recorded in the month and we can match the ending balance to your statement.
Tie out loans	X	X	We will match any loans to statements to be sure principle and interest are recorded appropriately.
Balance Sheet review	X	X	Before you see your monthly financials statements they've been reviewed by minimum two levels [of real human eyes]. While we leverage AI where we can, we still want to make sure everything is correct before we go full send on decision making together.
Tie out revenue	X	X	Not only do we want to make sure you get paid, we don't want you to pay any more taxes than you have to, which starts with making sure that revenue number is correct.
Ensure proper expense classification	X	X	No Balance Sheet items on the Income Statement! We'll review to make sure any items that should be capitalized (cars, trucks, boats, planes and computers) land on the Balance Sheet and all items on the Income Statement are recorded in the proper account.
Income Statement review	X	X	Not only will we make sure your transactions are recorded in the proper accounts, we'll note trends and opportunities for increased revenue or opportunities to save on the expense side.
Monthly financials	X	X	Great! When will I get my Financial Statements? We strive to have statements substantially complete by the 10th of each month. We like our Financial Statements monthly, and believe you deserve the same. Monthly financials include: comparative Balance Sheet, Year to Date Income Statement compared to Prior Year, and percent of Income reports.
Monthly call to review financials (2)	X	X	If you trust us with one of the most important parts of your business, we want to talk to you! Let's make the data we already have is actionable.
Proft Cents benchmark (quarterly)		X	Ever wonder where you stand compared to you competition? How does your payroll percent of income compare to the current environment? Let us run your financials against the industry in our benchmarking platform.
Budget and BvA reports (monthly)		X	We'll build a forecast with your input, upload to QBO so we can track progress with the click of a button (ok maybe more than one but it's quick + valuable).
KPI tracker (monthly)		X	Custom KPI's for your custom business. Delivered in your monthly financial package.
Profitability recommendations (monthly)		X	Let's make you more money!
Monthly price starts at	$1,500	$2,500
Additional scope (hourly rate)	$150	$125

Other flat rate offerings

Industry comparative analysis: $1,000
Budgets: $1,000 - $2,000
Power BI dashboard build out: $2,000 - $3,000
Monthly or quarterly finance review; we'll review statements based on inputs from your team and provide recommendations: $500 per mo. or $1,250 for per quarter

Additional scope examples

Other notes

Your second set of eyes.

You have an all star team member who wears ten different hats and handles recording your transactions in QBO. Note we always recommend different team members who pay bills and reconcile your bank for separation of duties. Let us help get your monthly financials across the finish line. Available on monthly or quarterly basis.

Need a hand for a couple months?

Team member taking that two month vacation they've been talking about? Let us help fill the gap. Project based work or day to day accounting, we're here to help. We'll tighten your processes while we're there (we're suckers for efficiency, we can't help ourselves).

Time to clean?

We all let things go. It's time to get the books back in order and set serious goals built on accurate data. Clean books provide optimal financing options and accurate tax filings. Schedule 15 minutes today to hear how we can bring your books back to life and start working for you.

Let us train your team!

We can provide QuickBooks training and specific SOP's for your business. Good for enterprise value and succession planning!

Want to take it slow:

Let us compare your numbers to the industry, on us. We believe in value from day 1.

Peak Pricing

Most popular for annual revenues

0 - 1MM

1MM - 2MM

2MM - 4MM

Service

OVERSIGHT

FRACTIONAL

FRACTIONAL PLUS

The what does this mean:

Classify transactions (1)

X

X

X

We will classify your bank and credit card transactions via connection to QuickBooks Online (QBO). We'll set Rules for efficiency and let AI work where it can!​

Reconcile bank accounts

X

X

X

We'll reconcile your bank accounts for completeness and accuracy. This critical step in the month end close process ensures all your revenue and expenses are accounted for in your financial statements. PS the Banks love (require) reconciled bank accounts.

Review Accounts Receivable (AR)

X

X

X

Let's make sure you get paid! We'll review your Accounts Receivable monthly to be sure your Customers are current on payments. We're your extra set of eyes to keep you cash conversion cycle short.

Tie out prepaid schedules

X

X

X

Review Accounts Payable (AP)

X

X

X

We will keep tabs on your Accounts Payable (what you owe) to be sure you don't fall behind with Vendors. Maybe they'll give us a discount if we pay early?

Reconcile credit cards

X

X

X

Similar to reconciliation of the Bank accounts, this key part of the month end close process ensures all expenses are recorded in the month and we can match the ending balance to your statement.

Tie out loans

X

X

X

We will match any loans to statements to be sure principle and interest are recorded appropriately.

Balance Sheet review

X

X

X

Before you see your monthly financials statements they've been reviewed by minimum two levels [of real human eyes]. While we leverage AI where we can, we still want to make sure everything is correct before we go full send on decision making together.

Tie out revenue

X

X

X

Not only do we want to make sure you get paid, we don't want you to pay any more taxes than you have to, which starts with making sure that revenue number is correct.

Ensure proper expense classification

X

X

X

No Balance Sheet items on the Income Statement! We'll review to make sure any items that should be capitalized (cars, trucks, boats, planes and computers) land on the Balance Sheet and all items on the Income Statement are recorded in the proper expense account.

Income Statement review

X

X

X

Not only will we make sure your transactions are recorded in the proper accounts, we'll note trends and opportunities for increased revenue or opportunities to save on the expense side.

Monthly financials

X

X

X

Monthly call to review financials (2)

X

X

If you trust us with one of the most important parts of your business, we want to talk to you! Let's make the data we already have is actionable.

KPI tracker

X

Custom KPI's for your custom business. Delivered in your monthly financial package.

Proft Cents benchmark

X

Ever wonder where you stand compared to the competition? How does your payroll percent of income compare to the current environment? Let us run your financials against the industry in our benchmarking platform.

Budget and Budget vs Actual reports

X

Classify transactions ⁽¹⁾

We will classify your bank and credit card transactions via connection to QuickBooks Online (QBO). We'll set Rules for efficiency and let AI work where it can!

Monthly call to review financials ⁽²⁾