Peak CFO Services

Mark Lehr

Oct 31, 2024on

Brian is THE BEST when it comes to bookkeeping. He kept our business running smoothly from start to an unfortunately early close due to moving. But he’s even made closing a breeze!!! I am recommending Brian to any business that needs a leg up in accounting!!! Great guy as well!!!

Sarah Kaufmann

May 24, 2024on

Brian has been so helpful in organizing the finances on the back end of my business. He was invaluable in setting up a new bookkeeping system and he has gone above and beyond to help me plan, forecast, and set up the business longterm.

Alicia Leonard

May 9, 2024on

Highly Recommended! I've been working with Peak CFO Services for a bit more than a year now and it was a really solid decision. Most notably, due to their work, I was able to save $100k during the divorce, and they helped us keep the business afloat and we are coming back even stronger! We plan to retain these services for a long time.

Dynamic Flow Physical Therapy (Owner)

May 5, 2024on

Brian is super organized, detail oriented, and has been great to work with! Super appreciative of him organizing my books and giving financial planning advice. Very thankful I took the step to seek out help since numbers are not my strong suite. Highly recommend.

Elyce Gamble

Mar 29, 2024on

I highly recommend Peak CFO Services! Brian is extremely knowledgeable, thorough, and kind. I would truly trust him with anything business-related. He recently helped me start my business by walking me through the legal process in a simple and easy to understand way, while at the same time not making me feel inferior for not having prior business knowledge. I was so nervous to start a business, but Brian gave me the confidence and a clear game plan to get started. In addition, Brian has given me wonderful marketing, networking, and scaling solutions and continues to genuinely support me in reaching my goals. He thinks outside the box and is able to break processes down to find a solution. I cannot thank him enough for all he has done to make my dreams of being a business owner a reality!

Cole Stewart

Mar 20, 2024on

Brian is great to work with. He’s knowledgeable, confident, and trustworthy. If you work with Brian he will make your business finances worry free and he will tell you how it is in an unbiased manner. I would recommend him to anyone who needs help managing finances legally and effectively.

Kami Nielson

May 3, 2023on

Brian has been amazing to work with! He is incredibly knowledgeable, very professional and an expert at what he does. He has helped our business immensely- including giving excellent advice at how to scale our business. We have seen a great amount of growth and attribute in part to Brian’s advice and direction. He even gets excited for us as we see success! I highly recommend him to anyone who wants to scale their business and have great direction with their finances. So glad to have him in our corner!

Katrina Kern

Aug 11, 2022on

Brian is amazing! He is patient and thorough. He has saved me hundreds of dollars, if not thousands by giving me better options to run my business. He got my books organized so now I know what I am really making. Thank you Brian!!