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The Peak Blog

 Answers to the most common questions we get and actionable advice you can implement in your business now.

Navigating the Cash Flow Roller Coaster Feb 07, 2024

Are you on a cash flow roller coaster? Did you have a great month in December only to turn around and have the slowest month ever in January? Seasonal fluctuations are a common challenge for...

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Playing to Win: Why Keeping Score Matters Jan 24, 2024

Imagine a football game where there was no scoreboard. The players don’t really know the score, what down they’re on, or how much time is left. That would be mass chaos, right? 

...

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How to Plan Your Best Year Yet Jan 10, 2024

You’ve set your goals, now it’s time for execution. How do you make it happen? You plan it out!

Setting goals without a plan is like trying to go on your dream vacation without planning...

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Reading Financial Statements - How to Hit the Highlights Dec 27, 2023

Do you remember CliffsNotes from college? I find myself wishing I still had CliffsNotes, especially when I’m reading lengthy business books with way too much fluff. You probably feel the same...

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7 Questions to Kickstart Annual Planning Dec 13, 2023

I really, truly love a good plan. I’m a systems and processes person. I make a living helping entrepreneurs create forecasts (just a financial plan) for their growing businesses. So it was...

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Month-End Accounting Tips for Small Businesses Nov 29, 2023

As we approach the end of another month, it's time to ensure your finances are in tip-top shape. Here are some valuable month-end accounting tips to keep everything in order. 

1....

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7 Ways to Manage Overwhelm as a Small Business Owner Nov 15, 2023

The entrepreneurial journey can be a rollercoaster, and we want to help you stay on top of the ride. Even though our clients spend their days helping others with wellness, we see them...

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How Accurate Numbers can Increase your Business Value Nov 01, 2023

Accurate accounting is not just a matter of compliance; it can significantly impact your business's overall value. Here are several ways in which accurate books can increase your business's...

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3 Things That Scare Business Owners Oct 18, 2023

What scares small-business owners? According to a survey, they are most worried about:

  1.  Taxes
  2.  Government requirements 
  3.  Poor sales

So what’s a nervous small-business...

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How to Prepare for a Successful 4th Quarter Oct 04, 2023

Fourth-quarter planning is crucial for business owners. It sets the stage for a successful year-end and prepares your business for the challenges and opportunities of the upcoming year. Here are...

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Sales are increasing, why am I not making more money? Apr 12, 2023

I had a new client come to me recently with this exact scenario. They were putting a bunch of time, money, and effort into sales and marketing and it seemed like they were getting a big payback....

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How can I create consistent cash flow? Mar 29, 2023

Are you sick of running on the sales hamster wheel? 

You probably started your business because you wanted the freedom to spend time doing what you love while helping people.

Now you’re...

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