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Peak Advisory is based in Colorado Springs and serves construction and trades businesses across Colorado's Front Range. Use the contact form below — we respond to every inquiry within one business day. The first conversation is a no-obligation consultation to understand your situation and see whether we are the right fit.
The first call is a 30-minute conversation about where your business finances stand today — what is working, what is not, and what you are trying to accomplish. There is no pitch and no obligation. If it makes sense to move forward, we will outline the right service tier and scope together.
Peak Advisory gives construction, manufacturing, and trades owners the financial clarity they need to make confident decisions every month. Ideal clients are established and growing owner-operated businesses in Colorado Springs and the Front Range with active bookkeeping needs and a desire for ongoing financial visibility. We are not the right fit for startups or businesses looking for a one-time project only.
Foundation starts at $600/month, Growth at $1,400/month, and Clarity at $2,200/month — all shown as "starting at" because final pricing is scoped after the discovery call. Every engagement begins with Peak Start™ so the work starts clean, clear, and organized. Peak Start™ fees depend on the complexity of the project and are agreed to prior to the first invoice.
After the discovery call, most clients are onboarded and active within two to four weeks. Growth and Clarity clients begin with Peak Start™ onboarding — a structured setup phase before monthly or quarterly work begins. Peak Start™ fees depend on the complexity of the project and are agreed to prior to the first invoice. No surprises.
Yes — and your CPA will appreciate it. Real-time third-party read access for your CPA is enabled as standard on every tier. Peak Advisory's monthly close packages are designed to give your CPA exactly what they need, reconciled and ready to review. Better monthly discipline creates a healthier advisory relationship for everyone.
You have built something real. Peak Advisory's job is to make sure your finances reflect that — clearly, every month.