How quickly can you start working with my business?
We begin with a complimentary discovery call to understand your business, your current challenges, and whether we’re the right fit.
From there, most clients move into a paid Financial Deep Dive (The 360 Financial Diagnostic)—a structured assessment of your financial systems, reporting, and operations.
This allows us to clearly define scope, identify priorities, and provide actionable recommendations. If you’re unsure about a long-term engagement, this diagnostic is a great standalone starting point—and for clients who move forward, the cost is credited toward the first month.
Once we align on scope and execute the engagement agreement, onboarding can begin
immediately.
How much do your services cost?
Our services are structured in tiers based on the level of support your business needs:
● Foundations → most clients invest between $700 – $1,000/month
● Ascent → most clients invest between $1,500 – $4,500/month
● Peak → most clients investment start at $5,000+/month
Every engagement is customized based on your business size, complexity, and goals. These ranges are intended as general guidelines rather than fixed pricing.
We’ll provide a clear, tailored proposal after understanding your needs through our discovery call or Financial Health Diagnostic.
Do you provide bookkeeping services?
Yes.
If you’re primarily looking for bookkeeping support, you can explore our Foundations package, which is designed for businesses that need consistent, structured financials.
Can I start with bookkeeping and scale over time?
Absolutely.
Many clients start with our Foundations package and naturally scale into our Ascent and Peak packages as their business grows and their financial needs evolve.
Do you offer project-based support or ongoing oversight?
Yes—we offer both.
Whether you need help with a one-time project (such as cleanup, system setup, or process improvement) or ongoing monthly support, we tailor our services based on your needs.
What’s the difference between a bookkeeper, controller, and CFO?
A helpful way to think about it:
● Bookkeeper → Records transactions and maintains accurate books
● Controller → Oversees reporting, ensures accuracy, and builds structure
● CFO → Focuses on strategy, forecasting, and high-level decision-making
Peak Forward 360 operates at the controller level, while also bridging into CFO-style advisory—giving you both financial clarity and forward-looking insight.
Learn More about the difference between Controller, CFO, and Bookkeeper.
What accounting systems and technologies do you support?
Peak Forward 360 currently supports QuickBooks Online and NetSuite environments.
As a QuickBooks Online ProAdvisor Gold firm, we bring advanced expertise in designing, implementing, and optimizing systems for growing businesses.
We also provide guidance on:
● Accounting system selection
● System implementation and configuration
● Third-party integrations
● Data migration and platform transitions
We leverage modern, AI-enabled tools where appropriate to improve efficiency and deliver more timely financial insights—while maintaining hands-on, controller-level oversight.
Our goal is to ensure your financial systems are scalable, efficient, and aligned with how your business operates.
What industries do you serve?
We work best with service-based and project-driven businesses, while also supporting a wide range of industries.
For full list of industries, click here.
Do you work with our CPA or tax advisor?
Yes. We ensure your financials are accurate, organized, and ready for a smooth handoff to your CPA or tax preparer, and collaborate during tax season or as needed to finalize your tax return filing.
Do you prepare or file taxes?
Not at this time—but we make sure your books are clean, organized, and fully tax-ready for your CPA or tax preparer.
We’re always happy to collaborate directly to make the process smoother and ensure nothing falls through the cracks.
Tax services may be something we offer in the future.
Ready to get clarity on your financials?
Book a complimentary discovery call to walk through your current financials, challenges, and next steps.