Our process is simple. We help our clients customize a package that meets their needs!
Our steps
1
Schedule your free consultation
We will ask a few questions to learn about your business and your specific needs to help us tailor our suggestions.
2
Get a customized package that meets your needs.
We’ll created a customized package that addresses your needs and requirements.
3
Sign and schedule your onboarding call.
We don’t believe in long-term contracts and want to earn your business on a monthly basis. Once you’ve signed our master service agreement, we will schedule your onboarding call and get started.
"I highly recommend working with North Peak Services. They are incredibly knowledgeable, trustworthy, personable and provide great service! I was able to get personalized bookkeeping recommendations to best fit my needs.”
- LaShae
Commonly asked questions?
What is the role of the bookkeeper?
A dedicated bookkeeper is a professional who specializes in managing the financial records of a business or organization. They are responsible for recording transactions, maintaining accurate financial statements, reconciling accounts, and providing financial reports to management. A dedicated bookkeeper helps to ensure that the financial records are complete and accurate, and that the business is in compliance with all relevant financial regulations.
When do I need a bookkeeper?
Hiring a bookkeeper can be difficult for a business owner who has been performing this task. Often times we find that business owners have a hard time staying on top of their books as their business grows. If you find that you're falling behind, don’t have sufficient capacity, or need additional guidance as things start getting more complex- this is a perfect time to start working with a bookkeeper. Your time is better spent and more profitable as your focus your time and efforts on your business.
What if I’ve fallen behind with my bookkeeping?
If you’re concerned about getting your books up to date, worry no more! At North Peak Services, we understand that keeping up with financial records can be a daunting task. That's why we offer comprehensive full-service clean-ups to help you get your books back on track accurately and efficiently. Our dedicated team is here to alleviate the stress and ensure that your financial records are up-to-date and in order. With North Peak Services, you can focus on what you do best while we take care of the rest.
What is a Controller?
A controller is responsible for overseeing an organization's financial operations and ensuring the financial records are accurate and compliant with accounting rules and regulations. Below are some of the key responsibilities of a controller:
Controllers prepare and review financial statements, including balance sheets, income statements, and cash flow statements, which provide an accurate picture of the organization's financial health.
Controllers are responsible for ensuring the budgets are accurate, and that expenses are in line with the organization's financial goals.
Controllers analyze financial data to identify trends, strengths, and weaknesses in the organization's financial performance.
Controllers typically manage the organization's accounting team and provides guidance and direction to ensure the financial operations are efficient and effective.
How can a Fractional CFO help my business?
A fractional CFO's main objective is to provide financial guidance and support on a part-time or project basis for businesses that may not have the resources or need for a full-time CFO. A fractional CFO can bring a fresh perspective and provide valuable insights that can help businesses make informed decisions and achieve their financial goals. They can also help businesses stay up to date with the latest financial best practices and regulatory requirements.