Welcome to the Firm: Accounting Services That Provide Clarity, Not Confusion
Good accounting gives business owners clarity. It shows how the business is performing, supports planning, and helps reduce risk.
At Peak Financial CPA, we provide accounting and controller services that focus on accuracy, consistency, and practical oversight—so your financials are reliable and useful.
Who We Work With
We work with a range of small businesses, including:
Professional service providers such as lawyers, physical therapists, and healthcare professionals
Trades and contractors, including general construction, remodeling, and electrical businesses
Storefront and product-based businesses, including woodworking and specialty retail
Daycares and childcare providers
Consultants and independent professionals
Landscaping and outdoor service businesses
and more!
Each business has different needs. Our approach reflects that.
Accounting and Controller Services
Our services go beyond basic bookkeeping and include:
Monthly and quarterly accounting
Bank and credit card reconciliations
Financial statement preparation
Oversight of accounting processes and workflows
Payroll and expense coordination
Clean-up and catch-up accounting
Controller services for growing businesses that need added oversight
Controller services provide structure and review without the cost of a full-time hire.
Why Competent Accounting Matters
Accounting isn’t just about staying organized. It affects risk, planning, and decision-making.
Competent accounting helps:
Reduce audit and examination risk
Support better tax planning
Improve cash flow visibility
Identify issues early
Provide financial information you can rely on
How Accounting Fits with Tax and Advisory
Clean financials make tax planning more effective and advisory conversations more meaningful. When the numbers are right, decisions are easier.
We treat accounting, tax, and advisory as connected—not separate services.
A Straightforward Approach
Our focus is simple:
Clear expectations
Consistent reporting
Practical communication
The goal is financial information you can trust.
Let’s Talk
If you’re looking for accounting and controller services that bring clarity and structure to your business, we’d be happy to help.
