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YOUR PARTNER IN OPTIMIZING BUSINESS PROFITABILITY AND EFFICIENCY WHILE STAYING TRUE TO YOUR VISION.

Are you ...

Facing complex financial decisions that require expert guidance?
Seeking strategic support to overcome business challenges and drive growth?
Envisioning a roadmap to turn your business goals into reality?
Aiming to increase your business value and develop a strong exit strategy?

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If any of these resonate with you ... you are in the right place.​​

​​At 12 Peaks Financial, our CFO advisory services and consulting services provide your organization with the strategic expertise and ongoing support you need to make informed financial decisions, increase your profitability, optimize your operations, and achieve your goals faster and more efficiently.

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With an experienced CFO advisor by your side, you will:
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  1. Uncover opportunities for growth and improvement through deep financial insights.

  2. Increase profits and efficiency by optimizing your day-to-day operations.

  3. Make smart, strategic decisions using the power of your financial data.

  4. Get the expert guidance you need to secure funding, build strong financial partnerships, and create a solid exit strategy.

  5. Rediscover the joy of leading your organization with more time to focus on your goals, services, and the people you serve.

  6. Experience the peace of mind that comes with having a dedicated financial expert on your team.

  7. Transform your organization and achieve your objectives at a fraction of the cost of a full-time CFO.

​Invest In Your Success Today.​

Take the first step towards financial clarity and confidence.

Contact us to schedule your complimentary consultation

and discover how we can help you thrive.

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Services

We offer services tailored to the unique needs of your business.

Fractional CFO Advisory Services

 "PEAK" CFO

  • Financial Analysis

  • Goal Setting with Action Plan

  • Forecasting and Budgeting

  • Cash Flow Management

  • Ongoing CFO support

  • Monthly Meetings

  • Add-on Services to fit your needs​

 Project-Based Business Consulting Services

Flexible options for businesses needing targeted support​

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  • Tailored to your specific needs and goals

  • Flexible engagement options  

  • Benefit from CFO-level expertise 

WE WILL WORK TOGETHER TO DEFINE AND ACHIEVE YOUR VISION OF SUCCESS.

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​Aurelie Bayer-Boloix
CPA, CFP
Principal


I am a seasoned professional with over 20 years of experience in finance. My career has spanned public accounting, banking, and lending, providing me with a diverse skill set and a deep understanding of the challenges faced by businesses, non-profits, and corporations alike.

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At 12 Peaks Financial, I provide strategic financial guidance tailored to each organization's unique goals and needs. Whether you're seeking to optimize operations, maximize impact, or enhance financial performance, I offer valuable insights and support to help you make informed decisions and drive progress.

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My approach is centered on building genuine, collaborative partnerships and delivering practical, actionable advice. By combining technical expertise with a holistic perspective, I adapt my strategies to fit the specific needs of your organization, whether it's a small business, non-profit, or corporation. I consider the interconnected nature of your finances, operations, and goals to develop comprehensive solutions that drive success and help you find the right balance between your professional and personal aspirations.

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Ready to reach your peak? Let's connect.

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JOIN THE MAILING LIST

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