Better decisions begin with clarity.
Our Packages
Our service packages are designed to support growing businesses at different stages — from establishing reliable financial structure to providing ongoing strategic financial guidance and operational insight. Packages are tailored based on the size, complexity, and needs of your business.
Foundations
Core Accounting & Reporting
For businesses that need organized financials, reliable reporting, and greater month-to-month consistency.
- Monthly bookkeeping and transaction oversight
- Bank and credit card reconciliations
- General ledger management
- Structured and consistent month-end close
- Clear, reliable financial statements (P&L and Balance Sheet)
- Ongoing financial organization and support
Ascent
Financial Oversight & Reporting
For growing businesses that need financial oversight, visibility, and decision support.
All Foundations services, plus:
- Accrual-based financial reporting
- Financial reporting and close management
- Statement of Cash Flows
- Budgeting and forecasting
- Cash flow visibility and tracking
- Customized management dashboard with advanced KPI tracking and performance insights
- Ongoing financial guidance and support
Peak
Strategic Advisory & Decision Support
For businesses that need strategic financial leadership and proactive decision support.
All Ascent services, plus:
- Profitability analysis by project, service, or client
- Segmented financial reporting by project, location, or department
- Cash flow forecasting and forward-looking planning
- Process optimization and internal controls
- Executive-level dashboard with strategic KPIs, trend analysis, and decision support metrics
- Ongoing financial analysis and decision support for key business initiatives
Packages are tailored to your business size, complexity, and specific needs. These ranges are intended as general guidelines rather than fixed pricing. Additional projects such as system implementations, historical cleanup, or advanced modeling are scoped separately.
OUR SERVICE OFFERINGS
Financial Reporting & Month-End Oversight
Reliable reporting and structured financial oversight that help business owners operate with greater confidence in the numbers.
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
Forward-looking financial guidance to support growth, profitability, and more informed business decisions.
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
Structured financial leadership for businesses with increasing operational or reporting complexity.
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
Support for larger accounting initiatives, financial cleanup, and operational improvements as the business evolves
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 key accounts, and reestablish accurate, fully supported financial records.
Industries We Serve
We support growing businesses across a range of industries where financial visibility, operational complexity, and profitability tracking become increasingly important as the business grows.
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 operational and financial needs of each organization.
Ready for stronger financial visibility and support?
Every engagement starts with a free discovery call where we discuss your business, current challenges, and whether a deeper review through the 360 Financial Diagnostic makes sense for your next stage of growth.