Peak Performance Tailors Services For Your Success

Are you starting a new business, or taking one to the next level, and recognize the importance of professional bookkeeping and accounting procedures as well as tax planning and assistance with tax returns?

Do you own a business or non-profit that needs a review of financial statements?

Do you want to outsource the CFO position to save money without compromising on expertise?

Regardless of your stage in business or the scope of accounting and consulting services you need, Peak Performance Accounting & Consulting tailors its services to meet your needs–partnering with you to ensure you meet and exceed your objectives.

We start with a complimentary consultation to learn about your company as well as your needs and objectives. We explain the services we can provide now to meet those objectives and also discuss services you may need in the future as your business changes.

We also recommend the best working relationship for us to partner for your success whether you need us for an isolated project or on an ongoing basis.

Additionally, we determine whether services are most efficiently provided at your location, at our office, or both.

With Peak Performance, you can count on service that is professional, timely and accurate. We also offer hands-on assistance, analysis and consultative services to ensure you can meet deadlines and make time-sensitive decisions to manage your organization and exceed your objectives.

Peak Performance is your partner in success.

Service Overview


Full Cycle Accounting/Bookkeeping 

  • Monthly Reconciliations
  • Accounts Receivable/Accounts Payable
  • Check Cutting
  • Payroll

Preparation of Financial Statements and Other Supplementary Reports

  • Executive Summary preparation
  • Expense analysis vs budget vs prior year
  • In depth review of financial statements with owner
  • Cash flow analysis/management

Tax

  • Tax planning throughout the year
  • Tax return preparation (business and individual)
  • Review of old returns

Other Services 

  •  Budget/Forecasting preparation and implementation
  •  Reviews/compilations
  •  Review of General Ledger
  •  Accounting software set up and utilization

Our Expertise & Advice  ~ Your Growth & Success