Peak Financial Wellness Service Packages
CFO Service Packages
Clarity
- Quarterly Meetings to review performance and goals
- Month End Close
- Financial Statements
Collaborate
- Monthly Meetings to review performance and keep goals on track
- Month End Close
- Financial Statements
- Forecasting
- KPI's (high level)
Confidence
- Weekly Meetings to work with leadership team to implement strategies to acheive goals
- Month End Close
- Financial Statements
- Forecasting
- KPI's (high level)
Additional Services:
Bookkeeping - Cash Basis
Account Reconciliations
Accounts Payable - Accrual Basis
Cash Flow Analysis
1099's