Bookkeeping you can rely on.
Monthly reports you can actually use.
Accurate bookkeeping, dependable month-end reporting, and clearer financial visibility for professional service firms.
Peek Advisory gives you a structured accounting process so you know your books are current, your accounts are reconciled, and your financial reports will arrive on time.
Your books should help you run the business
You should not have to wonder whether your books are accurate, wait weeks for financial reports, or piece together answers every time you need to make a decision.
Peek Advisory provides ongoing bookkeeping and month-end reporting for professional service firms that need more consistency, better visibility, and a financial process they can depend on.
We help establish a reliable monthly accounting rhythm that includes accurate transaction recording, reconciled accounts, timely financial statements, and clear communication about anything requiring your attention.
The result is not just cleaner books. It is a better understanding of your firm’s cash flow, expenses, profitability, and overall financial position.
Does this sound familiar?
Firms typically come to Peek when:
Financial reports are consistently late.
You are receiving reports 30 to 45 days after the month ends, making them far less useful for current decisions.
Financial reports are consistently late.
You are receiving reports 30 to 45 days after the month ends, making them far less useful for current decisions.
Financial reports are consistently late.
You are receiving reports 30 to 45 days after the month ends, making them far less useful for current decisions.
You cannot clearly see profitability.
You know how much revenue is coming in, but not necessarily which clients, services, or projects are producing healthy margins.
Your accounting depends too heavily on one person.
A resignation, retirement or internal role change has left important financial responsibilities uncovered.
Tax season turns into a cleanup project.
Your CPA spends unnecessary time requesting documents or trying to understand what happened.
If several of these are familiar, you may not need another piece of software or a bookkeeper who simply enters transactions. You need a consistent accounting process with clear ownership and accountability.
What Peek Advisory can handle
Depending on the needs of your firm, our accounting support may include:
We build the scope around the complexity of your business, the condition of your current books, and the level of reporting your leadership team needs.
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Ongoing transaction categorization |
Bank and credit card reconciliations |
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Month-end close management |
Monthly profit and loss and balance sheet reporting |
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Accounts receivable and invoicing support |
Payroll coordination |
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Client deposit, retainer, or unbilled work tracking |
Year-end coordination with your tax CPA |
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Cash-flow and management reporting |
Historical bookkeeping cleanup |
Bookkeeping and reporting packages
Essential
Starting at $600 per month
For boutique firms and independent agencies that need accurate bookkeeping and a dependable monthly accounting process.
- Monthly bookkeeping
- Bank and credit card reconciliations
- Structured month-end close
- Monthly profit and loss statement
- Monthly balance sheet
- Digital expense tracking
- Year-end books prepared for your tax CPA
- Clear communication regarding missing information or unusual activity
Essential gives your firm clean books, consistent reporting, and confidence that the financial basics are being handled correctly each month.
professional
Starting at $2,000 per month
For growing professional service firms that need more frequent support and deeper visibility into profitability, overhead, and cash flow.
Everything in Essential, plus:
- Weekly transaction processing and exception reporting
- Project or client-level profitability tracking
- Customized monthly management reporting
- Monthly financial review call
- Priority email and messaging support
Professional is designed for firms that need more than accurate books. It gives leadership better information for evaluating pricing, staffing, client profitability, and operating decisions.
premium
Starting at $3,500 per month
For multi-entity firms or more complex operations requiring consolidated reporting, closer financial oversight, and ongoing advisory support.
Everything in Essential, plus:
- Multi-entity bookkeeping
- Payroll coordination
- Intercompany reconciliations
- Consolidated month-end reporting
- Cash-flow modeling and runway reviews
- KPI dashboard review
- Priority team access by phone and direct messaging
Premium provides a more complete financial structure for businesses managing multiple entities, more complicated workflows, or higher-level reporting requirements.
Additional accounting support
Payroll Coordination
Coordination of payroll processing, bonuses, reimbursements, and partner or owner distributions within your monthly accounting process.
Historical Catch-Up and Cleanup
A structured cleanup for businesses with overdue bookkeeping, unreconciled accounts, inconsistent classifications, or unreliable historical financial reports.
Trust Accounting Support
Reconciliation and recordkeeping support for law firms and other regulated professional practices with client trust accounts.
Accounts Receivable and Invoicing
Support with client billing cycles, invoice preparation, retainer invoicing, payment tracking, and overdue account follow-up.
Project and Client Profitability
Reporting that helps you understand revenue, direct costs, and margin by client, engagement, service line, or project when the necessary source data is available.
Frequently asked questions
Ongoing services begin at $1,000 per month. Your final price depends on transaction volume, number of accounts or entities, reporting requirements, and any additional support needed.
Yes. If your books are behind or unreliable, we can assess the condition of your accounting records and recommend a catch-up or cleanup project before ongoing monthly service begins.
Your reporting schedule will be established during onboarding based on the needs of your firm and how quickly required information is provided. The goal is a consistent, dependable close schedule every month.
Yes. We can coordinate with your tax CPA and provide organized year-end financial information. Peek Advisory provides bookkeeping, accounting, reporting, and advisory support but does not replace your tax professional unless tax services are specifically included in your engagement.
Yes. Our Professional and Premium packages include financial review and management reporting support. These services help you move beyond simply receiving reports to understanding what the numbers indicate about your business.
Not necessarily. We will review your current accounting system and workflow before recommending any changes. If your existing setup works, we will build around it.