PEAK ELEVATE · FINANCIAL CLARITY
Business Financial Assessment
Know where your business stands—and what to do next.
A focused review of your finances, with prioritized opportunities and practical next steps.
Peak Elevate · From $500, one-time
Book your assessmentA practical next step.
A focused review of your business finances.
<h2>What's included</h2>
- Needs assessment: one session to understand your goals, challenges and needs.
- Financial analysis: a review of your financial statements and the key drivers of performance.
- Opportunity matrix: prioritized opportunities and the areas that need attention.
- Action recommendations: clear next steps based on the assessment.
Who it's for
Small business owners who want a financial consultant's view of where the business stands before committing to ongoing CFO support.
Want help putting the plan in place? Move on to Peak Ascent or Peak Summit.
A small business financial consultant’s perspective.
A business financial assessment gives you space to step back from the day-to-day numbers. We review your financial position and the drivers of performance, identify areas that need attention, and recommend where to focus next.
Start here if you want financial needs analysis and clear priorities before choosing an ongoing CFO engagement. See the assessment price and ongoing options →
YOUR QUESTIONS, ANSWERED
Frequently asked questions
What is a business financial assessment?
A structured review of your financial statements, cash flow and key performance drivers that ends with a prioritized list of what to fix or pursue.
What do I need to provide?
Your recent financial statements (P&L and balance sheet) and anything else you already track. We’ll take it from there.
Is this the same as bookkeeping or tax prep?
No. This is a CFO-level review of how the business is performing and what to do next, not bookkeeping or tax preparation.
What happens after the assessment?
You keep the recommendations. If you want help putting them in place, ongoing CFO support is available through Peak Ascent or Peak Summit.
Do you work with businesses outside Colorado?
Yes. We work with companies across the U.S. Everything can be done remotely, and in-person meetings are available.
Ready to see where your business stands?
Start with a one-time Financial Assessment, or talk through your needs on a free call.
Peak Elevate · From $500
Book your assessment