.svg)
Peak Advisory's approach to service delivery is simple: the work is not finished until the client can act on it. Every deliverable includes context and a clear next step — not just data. Construction and manufacturing is the niche, not the after thought.
.svg)
Peak Advisory offers three service tiers for construction, manufacturing, and trades owners in Colorado Springs: Foundation (monthly bookkeeping), Growth (bookkeeping plus quarterly CFO partnership), and Clarity (bookkeeping plus monthly CFO partnership). Every tier includes a clean monthly close, CPA read access, and a human review on every entry — no automated matching, no exceptions.
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.