We Provide

Peake performance
for your financials.

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About Us

Our team becomes your team.

We ensure easy onboarding combined with consistent maintenance of your company's finances.

Every client receives a personal account manager they will work with on an ongoing basis. We employ our own accountants so that you are not passed off to a third party.

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Services

Accounting Solutions

Historical Financial Statement Creation

We will work with you to create your financials for the previous year.

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Monthly Financial Statement Maintenance

No more scrambling at year-end. We keep your books current, by month to give you real-time operational insight.

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Property-level Financials

We understand the importance of tracking the performance of your investments at the property level. We provide clarity to your financials.

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Contact

Schedule a free call with our founder.

We provide you with your financials, so that you can focus on what you love.
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Testimonials

What Our Clients Say

"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.

Isaac Jordan

Jordan Property Solutions

"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."

Kevin Kwon

Cypress Capital Management

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.

Michael Dewitt

PFP Holdings