Peak Forward 360
Know Where Your Finances Stand —Before Making Your Next Business Decision.
The 360 Financial Diagnostic is a structured assessment of your financial foundation and reporting, designed to answer one question:
Can you confidently rely on your financial information to run your business?
Before recommending ongoing services, we assess where your finance function stands today, identify your biggest opportunities and risks, and provide a clear roadmap for moving forward.
You’ll leave knowing whether you can trust your numbers, what’s limiting better financial decisions, and exactly what to do next.
What We Evaluate
You’ll get clarity on the questions that matter most to business owners.
Can You Trust Your Numbers?
You’ll get a clear read on the reliability of your financial foundation, including:
- Chart of accounts structure
- Account reconciliations
- Data integrity
- Consistency in how transactions are recorded
- Overall accuracy of your financial records
Can You Make Confident Business Decisions?
You’ll see whether your financial reporting gives you the visibility needed to run your business, including:
- Financial statement reliability
- Reporting timeliness
- Month-end close effectiveness
- Decision-ready reporting
- Overall financial visibility
What Should You Fix First?
You’ll get a prioritized list of the risks, gaps, and opportunities limiting better financial decisions—ranked by urgency and business impact. You’ll know exactly what deserves attention now—and what can wait.
Your 360 Financial Report Includes
Delivered within 5–7 business days.
Stoplight Scorecard
A visual assessment highlighting what's healthy, what needs attention, and what requires immediate action.
Prioritized 90-Day Action Plan
Practical recommendations ranked by urgency and business impact.
Recommended Next Steps
Clear guidance on where to focus first—whether that's stabilization work, ongoing financial oversight, or simply confirming you're on the right track.
Live Debrief Session
A one-on-one walkthrough of your report where we'll review findings, answer questions, and discuss your options.
Every 360 Financial Diagnostic is personally led by Tim Guerrero, founder of Peak Forward 360.
Investment
$1,000
If you move forward within 60 days, your diagnostic investment is credited toward ongoing services. A mistimed hire, an underpriced job, or a financing application built on unreliable numbers can cost far more than $1,000. The Diagnostic gives you a real answer instead of a guess.
Diagnostic Guarantee: Your complete report and Live Debrief will be delivered within 7 business days after we receive access to your financials — or we'll reduce your diagnostic fee by 20%.
Is This Right for You?
Designed for growing businesses—typically $500K–$10M in annual revenue—that want greater confidence in their financial information before making important business decisions.
You might recognize yourself if you:
- Aren't fully confident in your financial reports
- Feel like cash is always tighter than expected
- Know something feels off financially but aren't sure why
- Inherited an accounting system that needs an objective review
- Have outgrown your current accounting processes
Or you're facing a major business decision:
- Applying for financing or a line of credit
- Preparing for an investor or lender review
- Planning a business sale or ownership transition
- Expanding into new locations or entities
- Strengthening financial reporting before the next stage of growth
If you’re already facing a financing deadline, a sale process, or an expansion decision, the sooner you have reliable numbers, the more options you keep on the table.
This probably isn’t the right fit if you’re already getting clear, trusted financial reporting from your current CPA or controller, or if your business is early-stage and still building basic bookkeeping habits. The Diagnostic works best when there’s real complexity to assess.
Frequently Asked Questions
Why start with a diagnostic instead of jumping straight into services?
Most firms recommend services before understanding your business. We take the opposite approach — we assess your current financial foundation first, then recommend only the level of support your business actually needs. Sometimes that’s ongoing advisory. Sometimes it’s stabilization work. Sometimes it’s simply confirming you’re already on the right track.
Do I need to be a current client?
No — this is a standalone engagement. You’ll receive a complete, actionable deliverable regardless of what comes next.
My books are a mess. Should I clean them up first?
No — that’s exactly what the Diagnostic is for. We assess your financials as they are today, so you get an honest picture of where things stand, not a cleaned-up version of it.
What if you find problems?
That’s the purpose of the Diagnostic. Most businesses have opportunities to improve. Our job isn’t to judge your current financials—it’s to identify what’s working, what isn’t, and give you a practical roadmap for moving forward.
What will you need from me?
Read-only access to your accounting system and your most recent financial reports.
How long does it take?
Typically 5–7 business days after receiving access to your financials.
What happens after the diagnostic?
You leave with a clear plan you can act on independently. If it makes sense to work together on implementation, we can discuss that — but there’s no obligation.
What Happens Next
If the Diagnostic finds your books need work before ongoing service can start, that becomes Stabilize — a one-time Chart of Accounts Refresh, and Historical Clean-up if needed. Priced separately, scoped to what your business actually needs, never a surprise add-on. From there, you move into Foundations, Ascent, or Peak — whichever fits.