Our Services
Financial Expertise
Without the Overhead
From day-to-day bookkeeping to high-level CFO strategy — we have the services to take your business further.
Service 01
Fractional CFO
A full-time CFO costs $350,000+ per year. With Peak Profit, you get the same strategic financial leadership for a fraction of the cost, on a flexible, month-to-month engagement.
Ideal for businesses doing $500K–$10M in revenue who need someone to own the financial strategy without committing to a full-time hire.
- Scheduled financial strategy sessions
- Cash flow forecasting and scenario modeling
- KPI dashboards and performance tracking
- Fundraising and lender preparation support
- Budget creation and variance analysis
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Who It's For
- Growing businesses ready to scale past $1M
- Owners who feel overwhelmed by financial decisions
- Companies preparing for investment or acquisition
- Teams that need a financial voice in the room
Typical Outcome
Clients report 20–35% improvement in profit margins within the first 12 months.
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Who It's For
- Business owners facing a major decision or pivot
- Teams without a clear growth plan or financial roadmap
- Companies navigating pricing, hiring, or expansion
- Owners who want a second opinion before committing
Typical Outcome
Clearer decisions, less stress, and a documented financial strategy within 30 days.
Service 02
Business Advisory
Numbers tell a story — we help you read it. Our advisory services give you the financial context to make confident, strategic decisions about your business.
Whether you're evaluating a new hire, a new market, or a new product line — we run the numbers so you know if it makes sense before you commit.
- Profitability analysis by service, product, or client
- Pricing strategy and margin optimization
- Break-even and ROI modeling
- Growth roadmap and financial milestone planning
- Vendor and contractor cost analysis
- Business health reviews and benchmarking
Service 03
Bookkeeping & Accounting
Clean, accurate, on-time books every single month. We handle the day-to-day accounting so you can focus on running your business, not reconciling bank statements.
We work inside QuickBooks Online to keep your chart of accounts clean, your books closed on time, and your financials ready when you need them.
- Monthly bank and credit card reconciliation
- Accounts payable and receivable tracking
- QuickBooks Online setup and ongoing management
- Monthly P&L, balance sheet, and cash flow statements
- Year-end preparation and CPA coordination
- Catch-up bookkeeping for messy or behind books
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Who It's For
- Small businesses doing their own books (and ready to stop)
- Companies with messy or behind books needing a cleanup
- Business owners who want accurate financials for decisions
- Teams preparing for tax season without the scramble
Tools We Use
QuickBooks Online, Gusto, your existing payment and banking platforms, and more
Not Sure Which Service You Need?
Book a free consultation and we'll tell you exactly what would make the biggest difference for your business right now.
2026 Gains & Leaks LLC