Just a few of the companies we’ve supported over the years
We believe real estate investors deserve the same financial clarity and insight as the largest firms in the industry.
PeakeFi was built to bridge that gap — bringing institutional-grade reporting, clean financials, and operator-focused support to rental portfolios, flips, land deals, and construction businesses.
Over years of working with both institutional groups and boutique investors, one thing became clear: access to high-quality financial support shouldn’t depend on the size of the portfolio.
Our vision is to change that. To build a firm where smaller investors aren’t treated like small-time clients. Where every deal, every property, and every operator has the financial confidence to scale.
Owners and managers of long-term or short-term rental properties who need accurate, property-level financials — not just a P&L.
Active flippers juggling multiple projects who want clean cost tracking, deal-level clarity, and timely monthly reporting.
Buy-and-hold or wholesale land operators looking to manage acquisition/dispo cycles with better books and tax-ready reporting.
Builders and remodelers who want job-costing visibility and reliable bookkeeping that doesn’t slow down operations.
Top-performing agents and teams who need organized books, streamlined write-offs, and clarity around their business income.
Entrepreneurs and service-based businesses who still want clean books, accurate financials, and actionable insights — even if we specialize in real estate, we’ve got you covered.
"Before I had the pleasure of linking up with Charlie's company and team, I had absolutely zero clue of what I needed to do with bookkeeping, let alone any tax or finance related matters. Fortunately, I was one of the lucky ones who found the right person from the start, and I can honestly say that I have not only have had impeccable service on tax related matters/bookkeeping but have learned a lot and Charlie has personally taken the time to explain items outside of this realm for me to just have a better basic understanding all together.
"Charlie and his PeakeFi team have helped our company completely systematize accounting operations. They are extremely detail oriented and really deliver personalized accounting solutions that have helped us improve investor relations and operational decisions. They also understand our long-term vision and enable key reporting capabilities for us to shape those key decisions."
Charlie and his staff have been phenomenal to work with. Taxes,bookkeeping, and scaling effectively push my stress levels to the max.This relationship has been crucial in my management and day to dayactivities. I always look forward to our calls as they are refreshingand rejuvenating.
PeakeFi is a provider of financial accounting solutions. PeakeFi is not a public accounting firm and does not provide services that would require a license to practice public accountancy.
