Peak Advisory is the bookkeeping and fractional CFO firm built specifically for construction, manufacturing, and trades owners in Colorado Springs. We deliver a clean monthly close, a clear financial picture, and an advisor who explains what the numbers mean — every month.
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Bookkeeping basics. Clean books. On time. Every month. Monthly reconciliation, a complete financial package, and your CPA's read access — built in as standard.
Books plus quarterly CFO partnership.
Everything in Foundation, plus a quarterly financial review, cash flow forecasting, and goal accountability on a structured quarterly rhythm.
Books plus monthly CFO partnership.
The full engagement — monthly review calls, a 12-month rolling forecast, budget vs. actual reporting, and an annual financial roadmap. The rhythm is what makes it work.
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A fractional CFO gives owners the financial visibility and strategic guidance of an executive-level finance partner — without the full-time cost. At Peak Advisory, that means a clean monthly close, a rolling cash flow forecast, and an advisor who explains your numbers and holds you accountable to your goals every month. Peak Advisory converts your accountant's work into clear business decisions.
Jakob Kirschner grew up in rural Germany, where he learned early that bringing order to a chaotic situation is one of the most useful things a person can do. He built a career doing exactly that — managing financial complexity for industrial companies across Europe — before relocating to Colorado Springs to build something closer to the work he cares about most: helping business owners understand their own numbers.
He is calm when the situation is not. He asks good questions before he gives any answers. And he will not send you a report without telling you what it means.
"When we first started working with Peak Advisory we were struggling with confidence in making sound financial decisions. Working with you and going through your process has highlighted the value of having a clearer framework in place. I genuinely appreciate your help in bringing clarity and structure to our finances."
Owner, Campbell Roofing, Colorado Springs
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"Jakob with Peak Advisory is a great fractional CFO and my go-to for every question about business finances."
Owner, BitCreed
"Jakob identified where my books were off track and gave me clear, actionable steps to clean them up, which finally gave me the financial clarity I needed to make smarter decisions."
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Owner, Breathe Easy Radon Mitigation
"Peak Advisory's bookkeeping has been excellent, and the support has been so strong that we recently transitioned them into a CFO role to guide our organization's finances."
Owner, 633 Construction
"Jakob has been a tremendous help in my business acquisition journey, sharing detailed financial insights and materials that helped me see critical points I'd completely missed."
Owner, Quarata Consulting
Construction, manufacturing, and trades owners in Colorado Springs spend too much time running their business without a clear picture of where the money is actually going. Peak Advisory fixes that — clean books, understandable numbers, and a financial partner who stays in the room to help you act on what you learn.