Financial clarityfor small businessesBuilt to fuel growth
PeakPoint Finance is your financial growth partner. We deliver executive‑level reporting that shows exactly how much cash you have, where it’s going, and what’s driving your profits.
We forecast the future, plan for taxes before they’re a surprise, and help you make confident, data‑driven decisions - think of us as a finance team for businesses that don’t have a CFO yet.
WHY WORK WITH US?
Executive‑level reporting
Clear monthly dashboards show cash on hand, where it’s going, and what’s driving profit.
Proactive tax planning
Plan ahead and reduce surprises with year‑round guidance and compliance support.
Cash flow forecasting
Forward‑looking projections so you know your runway, timing of inflows/outflows, and hiring capacity.
Clean, audit‑ready books
Accurate, reconciled books closed every month - built for confidence, lenders, and investors.
Industry‑specific expertise
From law firms and trucking to agencies and local trades - we tailor workflows to your world.
Clear communication
Plain‑English updates, fast responses, and a dedicated partner who knows your business.
GLOBAL REACH,
PERSONAL SUPPORT
PeakPoint Finance is remote‑first across the U.S. and Canada. You get a dedicated finance partner who provides CFO‑level clarity without the in‑house cost, with consistent reporting, quick responses, and a simple monthly rhythm.
We start with a deep onboarding to learn your industry, cash cycles, and goals. Then we close the books each month, deliver executive dashboards, forecast cash, and plan taxes proactively, so you can scale with confidence.
From messy books to clear decisions in 4 steps
A fast, finance‑first onboarding designed for small businesses.
Strategy Call
Review your goals, current books, and tools (QuickBooks/Xero, banks, payroll).
Connect & Setup
We connect your systems, import data, and set up a clean chart of accounts.
Cleanup & Monthly Close
We catch up historical transactions and establish a reliable month‑end close.
Reports, Forecasts & Tax Plan
Get executive dashboards, cash‑flow forecasts, and proactive tax planning.
Hear from our clients
Real stories from owners who partnered with PeakPoint Finance.
Financial clarity that drives profit and efficiency
We turn messy books into audit‑ready financials, executive dashboards, cash‑flow forecasts, and proactive tax planning - so you can scale with confidence.
Facing Cash Flow Challenges?
No one likes cash uncertainty. Our cash flow reviews help you regain clarity and predictability without guesswork.
Overpaying on Taxes?
We surface legitimate deductions and organize your books so you stop leaving money on the table.
Falling Behind on Your Books?
We clean up historical records and put a consistent monthly rhythm in place so you always know where things stand.
Maximize your business success
Discover how clean books and proactive reporting unlock better decisions, tax savings, and growth.
Plans designed for small businesses
Choose the finance support level that gives you clarity today and confidence for what’s next.
Essentials
Monthly bookkeeping and reports for clear, audit‑ready financials. Billed monthly.
- ✓Monthly close with reconciliations
- ✓Executive summary & KPI dashboard
- ✓P&L, Balance Sheet & Cash Flow
Essentials + Tax
Everything in Essentials plus annual tax filing and year‑round advisory.
- ✓Dedicated accountant aligned with your goals
- ✓Annual income tax filing for corporations and sole proprietorships
- ✓Quarterly tax planning check‑ins
Ready for financial clarity?
Partner with PeakPoint Finance for executive reports, cash‑flow forecasts, and proactive tax planning - so you can make confident decisions.
Book Now