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A fractional CFO gives construction, manufacturing, and trades owners executive-level financial strategy without a full-time hire. At the Growth tier, that means a quarterly financial review, a weekly or monthly rolling cash flow forecast, and goal accountability built into every engagement — so your financial decisions are grounded in a real, forward-looking picture of the business.
Clean books solve the past. Growth solves the future. For owners who want a strategic sounding board, a cash flow forecast they can actually use, and someone holding them accountable to their financial goals — without committing to a full monthly CFO engagement — Growth is the right tier.
Everything in Foundation — clean monthly books, complete financialpackage, CPA access — as the base
Quarterly financial review call (Zoom): performance, insights,and forward guidance
Monthly check-in call (30 min): operational updates, questions, andalignment
Weekly or monthly rolling cash flow forecast, refreshed every quarter
Financial goal setting built into the engagement from day one
Next-business-day email access through
Begins with Peak Start™ onboarding — a structured setup before monthly work begins. Peak Start™ fees depend on the complexity of the project and are agreed to prior to the first invoice. No surprises.
Cash flow stops surprising you — you have a 13-week forward view, refreshed every quarter
Financial goals move from a conversation to an accountable, tracked commitment
Your quarterly review is a structured conversation about performance, not a data dump
You get strategic guidance at a level beyond bookkeeping — without the cost of a full-time CFO
Your CPA gets clean, complete monthly packages — the working relationship improves for everyone
A bookkeeper records what happened. A fractional CFO helps you understand what it means and decide what to do next. At Peak Advisory, both services work together — clean books are the foundation, and CFO partnership is the layer that turns those numbers into decisions.
Peak Start™ is a structured onboarding experience required before Growth and Clarity engagements begin. It creates a clean and clear start through kickoff, system access, goal alignment, and an initial financial snapshot, so the ongoing work is built on a strong shared foundation. Peak Start™ fees depend on project complexity and are agreed to before the first invoice.
Yes. Clients who start at Foundation can move to Growth once the books are current and the working relationship is established. The transition is clean — no new contracts and no re-onboarding from scratch.
If you need more than clean books — if you need a financial partner who keeps you accountable to where you want the business to go — Growth is built for that.