Bookkeeping & Process Consulting

Your books, handled. Your business, climbing.

Clean, accurate books for entrepreneurs and small businesses, plus a partner who helps you build the systems and clarity to actually scale.

0 yrsBookkeeping & accounting experience
1:1Dedicated partner, not a ticket queue
0%Built around your business
Monthly CloseOctober Reconciliation
Operating Account$18,240.12Reconciled
Payroll$6,450.00Processed
Accounts Receivable$3,120.002 Open
Accounts Payable$1,875.40Scheduled
Credit Card$2,014.88Reconciled
Net Position $23,819.84▲ 4.2%
Allison, founder of Peak Financial Bookkeeping
AllisonFounder, Peak Financial
About

Bookkeeping is the starting point. Not the whole job.

I'm the founder of Peak Financial Bookkeeping. Over the last six years I've worked inside the books of entrepreneurs and small businesses: cleaning up records, closing months, running payroll, and building the financial systems owners actually rely on to make decisions.

Along the way I noticed a pattern. The businesses that grow fastest aren't just the ones with accurate numbers. They're the ones whose owner understands those numbers, and has someone in their corner thinking about process, not just entries.

Anyone can enter transactions. I build the systems underneath them.

That's the work I do. Your books fully off your plate, a one-time clean-up, or hands-on consulting so you can manage things yourself. I build the engagement around what will actually move your business forward.

Allison, Founder

What's Different

What you get here that you won't get from a bigger firm, or a cheaper one.

Direct line

You work with me. Not a rotating team, not an account manager relaying messages.

Price-lock

Your fee is fixed for 6 months. Plenty of time to evaluate, with no surprise invoices along the way.

Build-to-own

Most bookkeeping services want you subscribed forever. I'll train you to run it yourself, if that's what you want.

A real first look

Every consultation includes an honest review of your current books. Not a sales pitch. A starting point.

Services

Full-service bookkeeping, start to finish.

Core bookkeeping and accounting support, plus the process work most bookkeepers don't touch.

Data Entry

Every transaction, recorded and current.

Bank & Account Reconciliation

Monthly, across every account and card.

Accounts Receivable

Invoicing and collections, on time.

Accounts Payable

Bills tracked, vendors paid, nothing missed.

Payroll Processing

Accurate, on-time, compliant.

Monthly & Quarterly Reporting

Statements you can actually read.

Clean-Up & Catch-Up

Behind on your books? I'll fix it.

QuickBooks Setup & Training

Built right, and taught to you directly.

1099 & W-9 Filing

Contractor forms, filed on time.

Process & Systems Consulting

Workflows that scale with you.
Not sure what you need? That's what the free consultation is for. We'll figure out exactly which services, and how much support, actually fits where your business is today.
Who I Work With

Built for entrepreneurs and small business owners.

One-Time Projects

Clean-up, catch-up, or a single project handled start to finish. No ongoing commitment required.

Ongoing Maintenance

Monthly or quarterly bookkeeping support so your books are always accurate and audit-ready.

DIY Consulting

Want to manage your own books? I'll set up your systems and train you to run them with confidence.

Process

A simple path from overwhelmed to on top of it.

01

Free Consultation

We talk through your business, your current books, and where you're headed.

02

Custom Plan

You get a proposal built around your actual needs, not a generic package.

03

Onboarding

I get access set up, review your history, and clean up anything that needs it.

04

Ongoing Partnership

Consistent, accurate books, plus a second set of eyes on your business.

Accurate Books

Reconciled, current, and ready whenever you (or your CPA) need them.

Time Back

Hours back in your week to spend on customers, product, and growth.

Real Insight

Reporting you can actually read, and a partner who explains what it means.

Get Started

Let's talk about your books.

Book a free, no-pressure consultation. We'll look at where your business is today and map out exactly how I can help.

ServingSmall businesses & entrepreneurs, remote nationwide
Find MeLinkedIn
What Clients Say

Real feedback from business owners I work with.

Allison rebuilt SoloFire's books from the ground up and kept us straight for over a year. She caught problems I did not know to look for: stale recurring entries, contract mismatches, invoices that did not reconcile. Clear monthly reporting, specific questions instead of guesswork, and genuinely fair on billing. I recommend her without reservation.

Ben M.CEO, SoloFire

Another client story is on its way.