Peak Forward 360 · Our Services

Which Financial Support Do You Actually Need?

The right level of financial support depends on the questions you’re trying to answer.

  • “I need financials I can trust” → Foundations
  • “I need better visibility into my business” → Ascent
  • “I need help making bigger business decisions” → Peak
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Peak Forward 360

Assess & Stabilize
Getting Started

Before Foundations, Ascent, or Peak begins, every client goes through the same two steps: a 360 Financial Diagnostic, so we know exactly where your business stands, and — if needed — a one-time step to get your books to a trustworthy starting point. Both are scoped to what your business actually needs and priced separately from ongoing service, so you’re never guessing what’s included.

Optimize & Grow
Ongoing Support, Tailored to You

Once your books are stabilized, ongoing support is scoped to your business’s size, complexity, and goals — not a fixed menu. The ranges below reflect what similar businesses typically invest.

Foundations financial reporting and bookkeeping package
Foundations

Build Financial Records You Can Actually Trust

$700–$1,000/month Typically fits businesses around $500K–$1.5M in revenue

Build confidence in your financial foundation by answering questions like:

  • Can I trust my financial statements?
  • Why doesn't my cash match my profit?
  • Are our books accurate and up to date?
Within the first 90 days

Reliable financial reporting that removes doubt about whether your numbers are accurate, complete, and decision-ready. You'll know where the business actually stands, whether the reports can be trusted, what needs attention first, and that your CPA is working from clean financials.

From “I'm behind” to “I finally trust my financials.”

What's Included

  • Monthly bookkeeping and transaction oversight
  • Bank and credit card reconciliations
  • General ledger management
  • Structured month-end close
  • P&L and Balance Sheet
  • Monthly Review Call
  • CPA coordination
  • Email support
Most Popular
Ascent financial oversight and decision support package
Ascent

Turn Financial Reports Into Better Business Decisions

$1,500–$4,000/month Typically fits businesses around $1.5M–$5M in revenue

Use reliable financial information to answer questions like:

  • Can I afford to hire?
  • Should I increase prices?
  • Which customers are most profitable?
  • How much cash will we have in 90 days?
What changes

Your financials become something you actually use, not just review. You'll gain visibility into cash flow, profitability, hiring capacity, pricing decisions, KPIs, and financial trends.

From “I don't really understand the numbers” to “I finally understand my business.”

Everything in Foundations, Plus

  • Accrual-based reporting
  • Statement of Cash Flows
  • Budgeting and forecasting
  • Customized KPI dashboard
  • Budget Review
  • Cash Flow Workshop
  • Lender Readiness Review
Peak strategic financial leadership and advisory package
Peak

Build a Business That Can Scale With Confidence

Starting at $5,000/month Typically fits businesses with $5M+ in revenue

Lead your business with confidence by answering questions like:

  • Should we expand?
  • Can we support another location?
  • What's our biggest financial risk?
  • What decision should we make next?
When major decisions arrive

Hiring, expansion, financing, a sale — the financial insight to make it confidently is already there. Supports hiring, expansion, financing, capital allocation, profitability, scenario planning, and executive decision-making.

From a reactive owner to “I make financial decisions like a CFO.”

Everything in Ascent, Plus

  • Profitability analysis by project or client
  • Segmented reporting
  • Cash flow forecasting
  • Process optimization and internal controls
  • Executive-level strategic dashboard
  • Weekly Executive Planning

Available add-ons: Board-ready reporting and Scenario Modeling.

Our Guarantee

The 90-Day Check-In & Adjust Guarantee: at the 90-day mark of any new engagement, we sit down for a structured review. If your financials aren’t meaningfully clearer and more in control than before, we commit to a specific corrective action at no additional cost — re-scoping the engagement, adding a working session, adjusting cadence — rather than leaving you stuck. Minimum engagement term is one year; this guarantee is how we make sure that year is working for you from early on.

Real results from businesses that needed greater clarity, structure, and confidence in their financials.

  • Seth Cover
    Working with Tim has saved me hours every week.
    I can now focus on growing the company and delivering for our clients, instead of getting bogged down in bookkeeping and accounting
    Seth Cover
    Mycotoo
  • Greg Fortner
    Tim is a total pro.
    We now have a MUCH clearer monthly snapshot of our business in a quarter of the time it used to take us! I can't recommend him enough. Thank's Tim!
    Greg Fortner
    Dig It Torrance

Still Not Sure How We Can Help?

Start with a conversation, not a decision.

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