WELCOME TO "PEAK CFO"
Your monthly advisory service designed to take the guesswork out of financial management and help your business thrive.
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WHAT IS INCLUDED:
THE PEAK EXPERIENCE
01
FINANCIAL ANALYSIS & GOAL SETTING
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Understand your business financials with our dedicated CFO expertise
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Set meaningful goals aligned with your vision for growth and success
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Regularly review performance results to stay on track and make informed decisions
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Establish annual targets for key drivers of profitability and cash flow
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Gain clarity and confidence to take control of your financial future
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Benefit from our guidance and support, even if you lack time or financial expertise
02
FORECASTING & BUDGETING
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Tailored Forecasting and Budgeting aligned with your unique goals and vision
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Monthly forecast updates to reflect changes in your business landscape or strategic direction
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Visual performance tracking against annual targets, highlighting strengths and areas for improvement
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User-friendly scoreboard for quick assessment and data-driven decision-making
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Keep your business on track towards success with timely insights and adjustment
03
CASH FLOW MANAGEMENT
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Optimize your cash flow with our expert guidance and hands-on support
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Ensure you always have the financial resources to seize opportunities
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Navigate challenges with confidence
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Gain clarity and control over your business's most critical asset - your cash
04
ONGOING CFO SUPPORT
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Gain a dedicated financial partner committed to your ongoing success
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Feel deeply understood with our intimate knowledge of your operations, goals, and challenge
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Make informed decisions with clarity, confidence, and peace of mind
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Navigate business ownership challenges with confidence, knowing you're not alone
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Access timely solutions for key business events and strategies​​
FORECASTING & BUDGETING
-
Tailored Forecasting and Budgeting aligned with your unique goals and vision
-
Monthly forecast updates to reflect changes in your business landscape or strategic direction
-
Visual performance tracking against annual targets, highlighting strengths and areas for improvement
-
User-friendly scoreboard for quick assessment and data-driven decision-making
-
Keep your business on track towards success with timely insights and adjustment
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Develop your business with the power of monthly financial deep-dives
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Stay on top of your company's fiscal health and strategic progress through regular focused discussions
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Review progress, discuss challenges and opportunities, and align with your priorities
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Stay accountable and on track to achieve the goals you've set for yourself
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Foster a dedicated space to connect, align, and drive your business forward
MONTHLY MEETINGS
05
ADD-ON OPTIONS:
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Financing Planning
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Strategic Exit Planning
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Proactive Tax Planning
JOIN THE MAILING LIST
