PeakPoint Finance Insights

Practical guides on bookkeeping, cash‑flow forecasting, and executive‑level reporting.

Close the books faster: a practical month‑end checklist

Close the books faster: a practical month‑end checklist

2025-01-01 • 6 min read

A lightweight, repeatable month‑end process to deliver timely financials with fewer surprises - so you can make decisions faster.

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Cash‑flow forecasting 101: simple steps to see around corners

Cash‑flow forecasting 101: simple steps to see around corners

2025-01-15 • 5 min read

Build a rolling 13‑week cash‑flow forecast and understand the levers that truly move your runway.

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Proactive tax planning: avoid surprises, reduce cash shocks

Proactive tax planning: avoid surprises, reduce cash shocks

2025-02-01 • 4 min read

Quarterly planning beats April panic. Here’s a simple cadence to stay ahead of taxes.

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