We have the power to transform your business into an asset that funds your personal goals while bolstering your work-life balance.

The format of Peak Prosperity CFO's consulting service is what makes it truly unique and helps you achieve results that were previously impossible.

Service:

  • Kickoff series: 3 meetings to get to know you, your goals and your business
  • Monthly meetings: Each month we will meet to discuss your goals, roadmap and progress. We will determine the next steps/changes to be made to move you down the path toward your goals
  • Year-end review: we will see the tangible progress we made in our (first) year working together.

Scorecard:

The Scorecard is a monthly report based on our monthly meeting it includes:

  • A 1-page summary of your financial health
  • Roadmap: showing where your business is and where it's going this quarter and year.
  • Objectives: summary of the current month's SMART goal, the related tasks required to meet that goal & the person/teammate responsible for the task

Support:

In addition to our monthly CFO meetings, Peak Prosperity CFO clients get:

  • Mid-month check-in calls
  • Weekly check-in texts
  • Direct access to your account manager for emergencies
Work with us!