We ensure easy onboarding combined with consistent maintenance of your company's finances.
Every client receives a personal account manager they will work with on an ongoing basis. We employ our own accountants so that you are not passed off to a third party.
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We specialize in creating books for businesses that have never had books prepared as well as cleaning up books that have been kept elsewhere.
We offer a bespoke onboarding process as we realize all businesses are different.
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No more scrambling at year-end. We keep your books current, to give you real-time operational insight.
We review with you on a monthly-basis to ensure you're up to date on the financial performance of your business.
We understand the importance of tracking the performance of your investments at the property level.
Our management reports present your financials location-by-location so you can better compare your financial results.
We do more than bookkeeping! We can work with you to monitor budgets and/or provide projections for the year.
We started this business with the goal of providing a forward-looking perspective on business.
"Before I had the pleasure of linking up with Charlie's company and team, I had absolutely zero clue of what I needed to do with bookkeeping, let alone any tax or finance related matters. Fortunately, I was one of the lucky ones who found the right person from the start, and I can honestly say that I have not only have had impeccable service on tax related matters/bookkeeping but have learned a lot and Charlie has personally taken the time to explain items outside of this realm for me to just have a better basic understanding all together.
"Charlie and his PeakeFi team have helped our company completely systematize accounting operations. They are extremely detail oriented and really deliver personalized accounting solutions that have helped us improve investor relations and operational decisions. They also understand our long-term vision and enable key reporting capabilities for us to shape those key decisions."
Charlie and his staff have been phenomenal to work with. Taxes,bookkeeping, and scaling effectively push my stress levels to the max.This relationship has been crucial in my management and day to dayactivities. I always look forward to our calls as they are refreshingand rejuvenating.
PeakeFi is a provider of financial accounting solutions. PeakeFi is not a public accounting firm and does not provide services that would require a license to practice public accountancy.
