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.

Controller-level experience
Fixed quotes agreed in writing
Wilmette, IL — serving clients nationwide

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.

01

Accounting & Bookkeeping

Clean, reconciled books you can trust — transaction categorization, monthly closes, and reporting delivered on a predictable schedule.

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02

Controller Services

Oversight, structured month-end close, budget-vs-actual reporting, and KPI tracking that turns raw data into visibility.

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03

CFO Advisory

Cash-flow forecasting, margin analysis, strategic modeling, and decision support — executive financial leadership without a full-time hire.

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04

Tax Planning & Prep

Proactive planning through the year, not just filing in April. Entity strategy, deduction capture, and quarterly estimate management.

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05

Internal Controls

Process and safeguard design that protects your business from errors, leakage, and the surprises that catch growing companies off guard.

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06

Individuals & Families

Personal tax preparation and planning, coordinated with your business so both sides of the picture work together.

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Let'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