We already have a bookkeeper. Why would we need this?
Many of our clients already had a bookkeeper before they came to us.
Their challenge wasn’t that the books weren’t being maintained—it was that the financials still weren’t helping them answer important business questions.
Peak Forward 360 provides controller-led financial oversight that helps ensure your financial reporting is reliable, meaningful, and useful for making decisions about hiring, profitability, cash flow, pricing, and growth.
What's the difference between a bookkeeper, controller, and CFO?
A bookkeeper records transactions and keeps your books accurate — historical and transactional, telling you what already happened.
A controller brings structure and reliability to those numbers, explains where profit is coming from and why margins move, and turns financials into decision-making tools.
A CFO is forward-looking — forecasting, growth strategy, high-stakes decisions — but depends on clean data from a controller to be effective. Peak Forward 360 is controller-first, bridging into CFO-style advisory as your needs grow.
What makes Peak Forward 360 different from a traditional accounting firm?
Most accounting firms help you keep score. We help you decide your next move.
Reliable financial reporting is just the starting point. Peak Forward 360 provides controller-led financial oversight that helps business owners understand what their numbers mean, what decisions they support, and what actions to take next.
Whether you’re deciding if you can afford to hire, why cash is tight, which clients are most profitable, or whether it’s the right time to expand, the goal isn’t simply better reports—it’s better business decisions.
Do I still need the 360 Financial Diagnostic if I know I want ongoing support?
Yes. Every engagement starts with the 360 Financial Diagnostic.
The Diagnostic isn’t about deciding whether to work together—it’s about understanding exactly where your business stands before ongoing services begin. It gives us a clear picture of your financial foundation, reporting, and processes so every recommendation is based on facts—not assumptions.
If you decide to move forward with an ongoing engagement within 60 days, the full cost of the Diagnostic is credited toward your onboarding investment.
What if our books need cleanup before we can start?
That’s usually where we start — clean-up is often the first step, and where we learn the most about how your business actually runs.
It’s handled through the Stabilize step: a one-time Chart of Accounts Refresh, and Historical Clean-up if your books need it.
Both are priced separately from your ongoing package, scoped and quoted after the Diagnostic shows exactly how much needs fixing, so you’re never quoted a guess.
How much do your services cost?
Every engagement starts with the 360 Financial Diagnostic — a standalone, one-time engagement (most Diagnostics are $1,000) that gives you a clear picture before you commit to anything ongoing. If your books need cleanup first, that’s priced separately too.
From there, ongoing support runs across three tiers — Foundations ($700–$1,000/mo), Ascent ($1,500–$4,000/mo), and Peak (starting at $5,000/mo) — customized to your business’s complexity.
Do I work directly with Tim?
Yes. Every engagement is founder-led.
Tim personally leads every client relationship, reviews the financials, facilitates decision-focused meetings, and provides ongoing strategic guidance. While the team supports day-to-day execution behind the scenes, your relationship and strategic oversight remain with Tim throughout the engagement.
Do you work with our CPA or tax advisor?
Yes. We’re not tax preparers, so keeping your CPA is exactly right — we make sure your books are accurate and controller-level clean all year, then hand that off to your CPA at tax time. You keep the relationship you already have; you just stop being the only one watching the numbers in between.