Peak Financial Wellness Service Packages

Clarity

Peak Profit Accelerator

Who it's for:

Any practice owner who just wants more guidance without a monthly bookkeeping commitment.

Includes:

4 week business intensive kickoff

• Performance review with benchmarks
• Goal setting session
• Annual Forecast/Budget creation
• Intro to weekly cash flow forecasting
• Weekly Scorecard creation

Followed by 4 bi-weekly coaching calls

12 months access to the Peak CFO Toolbox

Confidence

Peak Profit Accelerator + Bookkeeping

Who's it for:

Clients generating $350k - $1m in revenue who also need monthly bookkeeping.

Includes:

4 week business intensive kickoff

• Performance review with benchmarks
• Goal setting session
• Annual Forecast/Budget creation
• Intro to weekly cash flow forecasting
• Weekly Scorecard creation

Monthly group coaching calls

Access to the Peak CFO Toolbox

Basic Bookkeeping - only what you need. Cash basis, no accruals, annual adjusting entries.

Annual 4th quarter 90 minute performance review and next year's budget/forecast creation.

Collaboration

Peak Profit Accelerator + Bookkeeping + Fractional CFO Services

Who's it for:

Clients generating $1m or more in revenue who want bookkeeping and a white glove advisory service.

Includes:

4 week business intensive kickoff

• Performance review with benchmarks
• Goal setting session
• Annual Forecast/Budget creation
• Intro to weekly cash flow forecasting
• Weekly Scorecard creation

One on one monthly calls

Monthly maintenance of forecast

Access to the Peak CFO Toolbox

Advanced Bookkeeping - Modified cash basis, accruals for gift cards and membership liabilities, monthly adjusting entries.