Serving growing business in Los Angeles, Southern California, and nationwide.
Financial clarity for growing businesses.
Controller-led accounting, financial oversight, and strategic advisory — delivering financial clarity, confident decisions, and scalable growth without the cost of a full-time finance leader.
Book a Free Discovery Call Fractional Controller & Financial LeadershipHow We Help
We help growing businesses gain clearer visibility into their financials — so they can make better decisions with greater confidence.
That means:
- Organized and reliable financial reporting you can actually trust
- Stronger visibility into cash flow and profitability
- More structured financial processes that reduce risk and inconsistency
- and ongoing financial guidance to support growth and the decisions that come with it
Our role isn’t just to deliver reports. It’s to help business owners truly understand the numbers behind their business — and use them to move forward with confidence.
Who We Serve
We work with growing businesses that have moved beyond basic bookkeeping and need stronger financial visibility, structure, and support.
Many clients come to us when:
- Financial reports feel unclear, inconsistent, or hard to rely on
- Cash flow surprises keep happening with no clear explanation
- Profitability is difficult to measure across products, locations, or services
- Month-end close is falling behind or feels disorganized
- Or important business decisions are being made without fully trusting the numbers
That uncertainty is exhausting — and it’s not sustainable.
As businesses grow, maintaining clear financial visibility becomes more challenging. Our role is to bring the clarity, organization, and financial oversight that changes how you run your business — so decisions feel informed, not anxious.
Finance Feels Unclear
- Books close late, if at all
- Reports exist, but you don’t trust them
- Cash feels tight, but you’re not sure why
- Big decisions feel like educated guesses
- Finance is a source of stress
Clarity Drives Growth
- Consistent, on-time month-end close
- Numbers you can stand behind
- Clear visibility into cash flow drivers
- Decisions backed by reliable data
- Finance becomes a competitive advantage
Our Three Pillars
Everything we do is built around three core principles:
Financial Clarity
Clear, organized financial reporting that helps you understand where your business stands, what's driving results, and where attention is needed.
Confident Decisions
Reliable financial insight and meaningful reporting that support smarter, more informed business decisions — so you stop guessing and start leading.
Scalable Growth
Financial systems, processes, and structure designed to support your business as it grows and becomes more complex.
Our Services
We provide controller-led accounting, financial reporting, and advisory support — delivered with a high standard of service, consistency, and attention to detail.
Controller-Led Accounting & Reporting
Structured financial oversight, general ledger management, and a disciplined month-end close process.
Financial Reporting & Close Management
Consistent, timely financial statements and a disciplined close process that ensure confidence in your numbers.
Cash Flow Oversight
Clear visibility into your cash position and the drivers behind it — so you can plan ahead, reduce surprises, and operate with greater control.
Budgeting & Forecasting
Forward-looking financial planning to support hiring, growth, operational decisions, and long-term goals.
Financial Analysis & Decision Support
Actionable financial insight to help improve profitability, pricing, and overall business performance.
Process Improvement & Financial Controls
Scalable systems and processes that reduce risk, improve consistency, and support long-term growth.
Why Businesses Choose Peak Forward 360
We bridge the gap between bookkeeping and CFO-level advisory — combining hands-on financial execution with experienced financial leadership and ongoing support.
Clients choose Peak Forward 360 because they want:
- A more proactive financial partner — not someone who just sends reports
- Clearer, more reliable reporting they can trust and act on
- Direct access to experienced financial leadership
- Stronger financial structure and accountability
- And support that grows alongside their business
Unlike larger firms, clients work directly with Tim Guerrero throughout the engagement — creating a more personalized, consistent experience from day one.
Begin with the 360 Financial Diagnostic
Before ongoing work begins, we offer a structured deep dive into your financials, systems, and reporting — so you get a clear, honest picture of where things stand and exactly what needs to change.
If you move forward within 60 days, the initial investment is credited toward onboarding
Why Growing Businesses Choose a Fractional Controller
Many growing businesses reach a point where bookkeeping alone is no longer enough — but hiring a full-time controller or CFO still feels premature.
A fractional controller provides experienced financial leadership on a flexible basis — helping business owners gain clearer visibility, stronger financial organization, and more confidence in the numbers behind their business, without the overhead of a full-time executive hire.
This approach allows businesses to:
- Access experienced financial leadership sooner, not later
- Improve reporting and operational visibility
- Strengthen financial processes and controls
- Make more informed, confident business decisions
- And scale financial support alongside growth
When your financials are this clear, running your business feels completely different.
Ready for clearer financials & more confident decisions?
Every engagement starts with a free conversation.
We’ll discuss your business, your current challenges, and whether stronger financial structure and reporting could support your next stage of growth.
No pressure — just an honest conversation.