What It's Like to Work With Peak Forward 360
Most accounting firms help you keep score. We help you decide your next move — and that starts with what the relationship actually feels like, month over month.
How We Work Together
Assess. Stabilize. Optimize & Grow.
Assess
A free Discovery Call, then the 360 Financial Diagnostic. Every client goes through this — even if you already know you want ongoing support, this is where we start.
Stabilize
Chart of Accounts Refresh, and Historical Clean-up if needed. One-time, priced separately, so your books are a trustworthy starting point before ongoing service begins.
Optimize & Grow
Ongoing partnership through Foundations, Ascent, or Peak — whichever fits where your business is today. Reliable financials, real visibility, and decision support, including how much cash to keep, reinvest, or distribute.
From Financial Uncertainty to
Business Confidence
A project-based business ($5–10M revenue, 15–25 employees) gained real visibility into project profitability, moved from reactive to proactive cash flow planning, and got ownership’s time back from day-to-day financial admin.
Led by Tim.
Supported by a Team.
Every engagement is personally led by me. I’ll review your financial reporting, help you understand what your numbers are telling you, and work with you on the business decisions that matter most. Behind the scenes, my team supports the day-to-day execution so we can deliver a consistently high level of service as your business grows.
Ready to gain stronger financial visibility and support?
Let’s start with a conversation.