Colorado Springs, Colorado - Peak Advisory, a bookkeeping and fractional CFO firm, is now serving construction, manufacturing, and trades business owners across Colorado Springs with a financial partnership model designed around their industry's specific challenges.
Many trades and construction business owners struggle with a common problem: their books may look fine on paper, yet they still feel uncertain about cash flow, job profitability, and pricing decisions. Peak Advisory addresses this gap by combining accurate monthly bookkeeping with ongoing CFO level guidance, giving owners a clear financial picture and a partner who explains what the numbers actually mean.
The firm offers three levels of service. The Foundation plan covers core bookkeeping basics, including monthly reconciliation and a complete financial package. The Growth plan adds quarterly CFO partnership, cash flow forecasting, and goal accountability. The Clarity plan, the firm's most comprehensive offering, includes monthly review calls, a twelve month rolling forecast, budget versus actual reporting, and an annual financial roadmap.
Peak Advisory is led by Jakob Kirschner, who built his career managing financial complexity for industrial companies across Europe before relocating to Colorado Springs. His approach centers on bringing order to financial chaos and helping owners understand their numbers well enough to act on them with confidence.
The firm currently works with clients across roofing, construction, and radon mitigation industries, among others, helping them move from uncertainty to clear, actionable financial insight.
Business owners interested in learning more can schedule a free consultation through Peak Advisory's website.