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 $1–5MM
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