Outsourced CFO services.
A partner in your next move.

Part-time CFO support,
built into your month.

• Monthly financial review: your financial performance and key variances.
• KPI dashboard: monthly tracking of the business and financial KPIs we agree on.
• Cash-flow analysis: your cash position, trends and near-term needs.
• Strategic planning: ongoing discussion and financial support around your priorities.
• Project advisory: support for agreed projects within the engagement.
• Two CFO sessions a month: scheduled meetings for review, decisions and accountability.

Part-time CFO vs. full-time CFO

A full-time CFO is an employee dedicated to your business. A part-time CFO provides ongoing financial leadership within an agreed scope. Peak Ascent brings financial reviews, cash-flow analysis, KPI reporting, and two CFO sessions into your month, starting at $2,500.

Questions about outsourced
and virtual CFO services.

Who are outsourced CFO services for?

Business owners who need ongoing financial insight and decision support without hiring a full-time CFO. If you’re still working out what support you need, a business financial assessment can be a starting point.

What's the difference between a virtual CFO and an outsourced CFO?

Virtual describes how the CFO works with you: remotely. Outsourced describes an external provider. Peak offers part-time CFO support remotely, with in-person meetings available.

Do you work with businesses outside Colorado?

Yes. We work with companies across the U.S., remotely, with in-person meetings available.

How is the monthly fee set?

Ongoing engagements are scoped to your number of legal entities, operating locations, reporting requirements and level of support. See pricing.

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