Peak Financial Wellness Service Packages
CFO Service PackagesĀ
Clarity
Who it's for:
Any practice owner who just wants more guidance without a monthly bookkeeping commitment.
Includes:
4 week business intensive kickoff
- Performance review with benchmarks
- Goal setting session
- Annual Forecast/Budget creation
- Intro to weekly cash flow forecasting
- Weekly Scorecard creation
12 monthly group coaching calls
12 months access to the Peak CFO Toolbox
Ā
Confidence
Who's it for:
Clients generating $350k - $1m in revenue who alsoĀ need monthly bookkeeping.
Includes:
4 week business intensive kickoff
- Performance review with benchmarks
- Goal setting session
- Annual Forecast/Budget creation
- Intro to weekly cash flow forecasting
- Weekly Scorecard creation
Monthly group coaching calls
Access to the Peak CFO Toolbox
Basic Bookkeeping - only what you need. Cash basis, no accruals, annual adjusting entries.
Annual 4th quarter 90 minute performance reviewĀ and next year's budget/forecast creation.
Collaboration
Who's it for:
Clients generating $1m or more in revenue who want bookkeeping and aĀ white glove advisory service.
Includes:
4 week business intensive kickoff
- Performance review with benchmarks
- Goal setting session
- Annual Forecast/Budget creation
- Intro to weekly cash flow forecasting
- Weekly Scorecard creation
One on one monthly calls
Monthly maintenance of forecast
Access to the Peak CFO Toolbox
Advanced Bookkeeping - Modified cash basis, accruals for gift cards and membership liabilities, monthly adjusting entries.
* Peak Financial Wellness does not provide tax filings of any kind *