Overwhelmed with managing the books for your business?
Our services
Bookkeeping Services
We make bookkeeping easy. With our accounting expertise we streamline your accounting processes to ensure all transactions are recorded correctly. Each client is assigned a dedicated bookkeeper who oversees all of your accounting functions and a controller to ensure the accuracy of your financial statements. We provide customized accounting packages to meet the needs of our clients.
Personal Finance Management
We offer Personal Finance Management for individuals who desire to keep track of their personal financial activities. We help you keep a accurate record of your income, expenses, assets, liabilities, and investments so you can have a clear understanding of your financial situation on one platform. We provide customized packages to meet the needs of our clients.
Fractional CFO Services
Clients who utilize our CFO Services receive detailed guidance about their business and are given recommendations that will help them take their business to the next level. We partner up with you to accelerate your financial freedom.
$250/per hour
White Glove Bill Pay
Our White Glove Bill Pay service, offers clients a secure and convenient method for overseeing their monthly bills with the utmost convenience. Through this service, we expertly manage prompt and precise payments, effectively catering to the distinctive requirements of diverse consumer segments. Whether you're a retiree, a high net worth individual, a family with elderly parents, or a Power of Attorney, we've got you covered. Our unwavering mission revolves around delivering an unparalleled sense of tranquility, unmatched convenience, and the freedom to seamlessly manage your financial commitments.
Customized Financial Reporting
If you're interested in tracking specific data trends for your business, we offer a customized financial dashboard that will meet your needs. Our team builds financial models to help you better understand your financial reports so you can make accurate financial decisions.
Starting | $200
“Peak” Review
Our Peak Review is designed to help business owners feel confident that their books are in good order. Our team of expertise conducts a comprehensive review of your accounting software, chart of accounts and financial statements to ensure they are complete and accurate. As we identify discrepancies, we will bring these to your attention and offer solutions on how to resolve them or we can assist in fixing them for you.
Starting | $250
“North Peak Service is incredible to work with. They have impeccable client service and risk awareness. As I work with the team I am heard, and my best interests are always taken into consideration.”
- Nicole