Services offered - Tailored to Your Needs

What to Expect

At Peak Financial, we provide CPA-Led bookkeeping servies that give you clarity, accuracy, and confidence in your numbers.

Whether you are just starting out, catching up, or growing quickly…we help you stay organized and Financially strong.

  • Monthly bank and credit card reconciliation

  • Expense categorization aligned to your Chart of Accounts

  • Monthly financial statements

  • CPA review for accuracy and compliance

  • Support for questions throughout the month

Our monthly bookkeeping service keeps your financials clean, current, and tax-ready - every single month. You get reliable books, clear reporting, and CPA oversight so you can focus on running your business.

Monthly bookkeeping

  • Correction of past categorization errors

  • Reconciliation of missing months (or years)

  • Organization of accounts and financial history

  • Establishing a clean starting point for ongoing bookkeeping

  • CPA oversight to ensure accuracy

If your books are messy, outdated, or incomplete, we’ll bring everything up to date quickly and correctly. Cleanup projects give you a clean slate and a clear financial picture.

Cleanup & Catch-Up

  • QBO setup and configuration

  • Custom Chart of Accounts tailored to your business

  • Bank Feed Connections

  • Custom rules for accurate categorization

  • Ongoing support and troubleshooting

We set up QuickBooks Online properly from day one—and support you as your business grows. No more guessing, no more messy charts of accounts, no more confusing rules.

Quickbooks Online Setup & support

  • Monthly financial statements

  • Cash flow visibility

  • Revenue and expense trends

  • KPI dashboards (Premium tier)

  • Quarterly performance summaries

Numbers only matter if you understand them. We turn financial data into simple meaningful insights that help you make better decisions.

Financial Reporting & Insights

Not Sure where to Start?

Select what best aligns with your Goals to see what service fit your needs.

  • Monthly Bookkeeping is a great choice for you.

  • Clean up & Catch-Up is a great place to start.

  • Quickbooks Online Setup is a perfect match.

  • Accounting Reporting & Insights is a perfect add on to your established business.

You deserve bookkeeping you can trust.

Let’s Build this together.

Your books give you clarity, not stress. Whether you need monthly support, a full cleanup, or help undestanding your numbers, Peak Financial is here to make your financial life easier. You can feel confident that your books - and your business - are in the right hands

Tell us a bit about your business and we’ll help you choose the right bookkeeping solution..

Get Started