Peak Financial is a Premier bookkeeping firm dedicated to helping small businesses gain clarity, confidence, and control over their Finances.
we combine professional accounting expertise with a personal, small-Business focused approach - so you always know where your numbers stand and what they mean for your business.
Rooted in Peak, South Carolina
Built for Small Business Owners
Peak Financial was founded on a simple belief: small businesses deserve the same level of accuracy, professionalism, and financial insight that larger companies receive. After years of seeing business owners struggle with messy books, late tax prep, and unclear financials, we set out to create a bookkeeping experience that is approachable, reliable, and genuinely supportive.
Although we operate fully remotely, our business is proudly rooted in Peak, South Carolina, serving the Greater Columbia area, including Richland, Lexington, and Newberry counties. Our name reflects both our hometown and our mission: helping small businesses reach their financial peak.
Our Mission
Our mission is to provide small business owners with bookkeeping that is:
Accurate - because your decisions depend on clean numbers
Clear - because financials shouldn’t feel confusing
Consistent - because reliability builds trust
Supportive - because you deserve a partner, not just a service.
We believe bookkeeping should empower you, not overwhelm you.
CPE-Led, Remotely Delivered, Locally Focused
Every set of books is overseen by an CPA, ensuring your financials meet the highest standards of accuracy and compliance. You get the expertise of a professional accountant with the accessibility and responsiveness of a small firm.
We work 100% remotely, making communication simple and efficient - be we remain deeply connected to the Community we serve. Our clients span the Greater Columbia region, including Richland, Lexington, and Newberry counties.
Whether you’re a freelancer, a growing Business, or an established company, we’re here to support you every step of the way.
Meet the Team
A husband and wife partnership you can trust. Brad and Lindsey combine CPA-Level expertise with organized, reliable support - giving you confidence that your books and your business are in the right hands..
A Logo with Purpose:
Professional bookkeeping that elevates Small business
The Peak Icon - represents upward movement, stability, and financial strength.
Clean, Minimal Lines - reflects accuracy, organization, and te simplicity we bring to complex financial processes.
The Balanced Shape - mirrors the balance we bring to your books - steady, reliable, and grounded.
The Name “Peak” - honors our hometown while representing the higher point of performance, professionalism, and partnershiup.