Accounting · Controller · CFO Advisory
Financial Clarity.Strategic Growth.
Most businesses don't struggle because they lack revenue — they struggle because they lack financial clarity. NorthPeak brings structure, accurate reporting, and CFO-level insight to growing companies.
Figures reflect widely reported small-business benchmarks and are illustrative, not guarantees.
What We Do
Beyond bookkeeping — financial leadership
We help owners move past basic data entry and actually understand what their numbers are telling them, so decisions get made on evidence instead of instinct.
Accounting & Bookkeeping
Clean, reconciled books you can trust — transaction categorization, monthly closes, and reporting delivered on a predictable schedule.
Controller Services
Oversight, structured month-end close, budget-vs-actual reporting, and KPI tracking that turns raw data into visibility.
CFO Advisory
Cash-flow forecasting, margin analysis, strategic modeling, and decision support — executive financial leadership without a full-time hire.
Tax Planning & Prep
Proactive planning through the year, not just filing in April. Entity strategy, deduction capture, and quarterly estimate management.
Internal Controls
Process and safeguard design that protects your business from errors, leakage, and the surprises that catch growing companies off guard.
Individuals & Families
Personal tax preparation and planning, coordinated with your business so both sides of the picture work together.
The Data
Where growing businesses actually lose money
These are the gaps we're hired to close. Every one is fixable with structure and consistent reporting.
Owner hours lost per month
Time spent on financial admin instead of running the business
Illustrative benchmarks based on commonly reported small-business survey ranges.
Most-missed tax deductions
Share of eligible small businesses that never claim them
Directional estimates for illustration. See the full breakdown →
How It Works
A clear path from chaos to clarity
Discovery Call
A free 30-minute conversation about your business, your numbers, and where the gaps are.
Financial Review
We assess your current books, reporting, and structure, then show you exactly what's missing.
Build the System
Clean-up, chart of accounts, close process, and reporting cadence tailored to how you actually operate.
Ongoing Insight
Monthly reporting and review calls so you always know where you stand — and what to do next.
Free Tool
What is disorganized bookkeeping costing you?
Move the sliders to estimate the value of reclaimed time and cleaner financials. It's a rough model — but the order of magnitude usually surprises people.
See all free toolsClarity Value Estimator
A conservative annual estimate
Estimate only. Assumes a $75/hour owner opportunity cost and a 1.2% recapture from improved expense visibility. Not a guarantee of results or a substitute for professional advice.
Insights
Practical guidance, no jargon
25 in-depth guides on tax, bookkeeping, payroll, and financial strategy for business owners and individuals.
7 Tax Deductions Small Businesses Miss Every Year
I break down seven commonly overlooked small business tax deductions, plus how to document each so it survives an audit.…
6 min read Business StructureLLC vs. S-Corp: Which Saves You More in Taxes?
A plain-English comparison of LLC and S-Corp taxation for small business owners, and the income level where an S-Corp el…
7 min read Tax PlanningQuarterly Estimated Taxes: A Simple Guide for the Self-Employed
When quarterly estimated taxes are due, how to calculate them, and how to avoid the underpayment penalty — explained sim…
5 min read BookkeepingBookkeeping Basics: What Every New Business Owner Needs to Track
The essential records every small business should keep, how long to keep them, and the simplest system to stay organized…
6 min read Payroll1099 vs. W-2: How to Classify Your Workers Correctly
The difference between independent contractors and employees, why misclassification is risky, and how to get worker clas…
6 min read Sales TaxSales Tax for Small Businesses: When You Owe It and How to Collect
I explain sales tax nexus, when you're required to collect, and how to stay compliant across states without losing your …
6 min readLet's get your numbers working for you
Book a free 30-minute consultation. No pressure, no obligation — just a clear read on where you stand and what would help most.
Book a Free Consultation