PEAK FORWARD 360

Outsourced Controller
Services for Growing Businesses

Our Service Offerings

Our services bridge day-to-day accounting, controller oversight, and strategic advisory, giving you decision-ready insight and reliable financial management.

Financial Reporting & Month-End Oversight

Month-End Close Management

Lead and manage the monthly close process to ensure timely, fully reconciled, and well-documented financials.

Financial Reporting

Accrual-based financial statements prepared through structured review to deliver reliable, decision-ready visibility.

Accounting Oversight

Controller-level oversight of the general ledger and accounting workflows to ensure disciplined processes and financial accuracy.

Planning & Strategic Insight

Cash Flow Strategy

Maintain clear visibility into liquidity and working capital to support confident operations and growth.

Budgeting, Forecasting & Financial Modeling

Develop structured budgets and rolling forecasts to align financial planning with operational goals.

Financial Analysis & Decision Support

Provide performance analysis and actionable insights to improve margins, pricing, and operational efficiency.

Project Profitability Oversight

Monitor project or initiative-level performance to ensure accurate job costing and informed strategic decisions.

Complex Financial Guidance

Revenue Recognition & Multi-Entity Oversight

Establish and oversee structured revenue recognition policies and consolidated reporting across complex revenue models and entity structures.

Internal Controls & Process Improvement

Design and document internal controls and streamlined workflows to reduce risk, improve efficiency, and support scalable operations.

Special Projects

Financial System Setup & Chart of Accounts Architecture

Design and configure your accounting system and chart of accounts to support accurate reporting, operational visibility, and scalable financial structure.

System Selection, Implementation & Integration

Provide structured oversight of accounting system selection, ERP implementation, and third-party integrations to ensure alignment with reporting, controls, and long-term growth.

Historical Cleanup & Catch-Up Accounting

Perform comprehensive review and correction of prior-period activity, reconcile all key accounts, and reestablish accurate, fully supported financial records.

PEAK FORWARD 360

Industries We Serve

Peak Forward 360 has experience supporting businesses across a range of industries, including:

Construction & Engineering

Entertainment & Production

Real Estate & Property Management

Advertising & Creative Agencies

Professional Services

Healthcare & Medical Practices

Technology & Startups

E-commerce & Consumer Brands

While these industries represent much of our experience, Peak Forward 360 supports a wide range of growing businesses. Our financial systems and controller services are designed to adapt to the unique operational and financial needs of each organization.

Our Process

We deliver fractional controller and outsourced accounting services through a structured, partnership-driven approach that ensures clarity, actionable insight, and scalable growth.

1. Discover

We start with a free discovery call to understand your business, goals, financial structure, and key pain points. For qualified clients, we conduct a paid deep dive into your books and systems to define the right scope. This investment is applied to your first month if you move forward.

Based on insights from the discovery phase, we create a tailored fractional controller solution. This bridges bookkeeping, controller oversight, advisory insight, and systems guidance — all aligned with your business needs, complexity, and growth stage.

We work with you on an ongoing basis, delivering the agreed-upon scope with strategic oversight and actionable insight. Our partnership strengthens controls, improves decision-making, and supports sustainable, scalable growth.

Disclaimer:

The information and services provided on this website are for general business guidance and educational purposes only. We do not provide legal, tax, or investment advice. While we aim to provide accurate and reliable financial guidance through our outsourced controller services, we cannot guarantee outcomes or results. Clients should consult their own CPA, attorney, or financial advisor for matters requiring professional advice.

Ready to elevate your financial strategy?

Discover how our outsourced controller services, fractional, part-time, or virtual support can bring clarity, control, and confidence to your business finances.