The Peak Advisory package provides comprehensive financial management and strategic insight for businesses that want deeper financial planning and operational support.
This package includes everything in Basecamp and Summit, plus the following services:
Financial Forecasting
Cash flow forecasting with a 3–6 month rolling forecast
Inventory Management
Inventory tracking and management within QuickBooks Online
Payroll Processing
Payroll is processed directly through QuickBooks Online Payroll and includes:
Payroll runs
Direct deposit setup and management
Payroll journal entries
Payroll tax filings within QuickBooks
W-2 and 1099 processing
Vendor Compliance
1099 vendor tracking
Year-End Preparation
Year-end bookkeeping preparation for your tax professional
Strategic Financial Support
Monthly financial strategy call (60 minutes)
Quarterly financial review
Additional Support
Priority support for bookkeeping questions and requests
The Peak Advisory package provides comprehensive financial management and strategic insight for businesses that want deeper financial planning and operational support.
This package includes everything in Basecamp and Summit, plus the following services:
Financial Forecasting
Cash flow forecasting with a 3–6 month rolling forecast
Inventory Management
Inventory tracking and management within QuickBooks Online
Payroll Processing
Payroll is processed directly through QuickBooks Online Payroll and includes:
Payroll runs
Direct deposit setup and management
Payroll journal entries
Payroll tax filings within QuickBooks
W-2 and 1099 processing
Vendor Compliance
1099 vendor tracking
Year-End Preparation
Year-end bookkeeping preparation for your tax professional
Strategic Financial Support
Monthly financial strategy call (60 minutes)
Quarterly financial review
Additional Support
Priority support for bookkeeping questions and requests