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Peak Advisory provides bookkeeping and fractional CFO services for construction, manufacturing, and trades businesses. We help business owners maintain accurate financial records, understand cash flow, and make informed decisions.
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Peak Advisory offers bookkeeping and fractional CFO services for construction, manufacturing, and trades businesses in Colorado Springs. Its three service tiers are Foundation (monthly bookkeeping), Growth (bookkeeping plus quarterly CFO support), and Clarity (bookkeeping plus monthly CFO support). Every tier includes monthly financial reporting, CPA read access, and human review of every entry.
Starting at $600/month
Make confident decisions with accurate, forward-focused cash flow insights.
Starting at $1,400/month
Books plus quarterly CFO partnership. Everything in Foundation, plus a quarterly financial review, cash flow forecasting, and goal accountability on a structured quarterly rhythm.
Starting at $2,200/month
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.
When you are ready to see what your numbers are really telling you, the first conversation is free.