a healthy checkup

Financial
Assessments

Financial Assessments

We are here to
walk with you.
Some prospective clients aren’t sure what they need – they just know they want to improve their accounting or financials. Other businesses want an objective look at what’s under the hood, so to speak, to see if there are areas of improvement that could enhance their financial operations. This is where our Financial Assessments come in.
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My experience working with Peak to Peak Solutions has been nothing but positive. Jen is knowledgeable and incredibly competent, and she is a pleasure to work with. She keeps me organized and my business in good shape!

Rebecca Goldfarb-Landin, Owner and Operator of Goldfinch Fine Tack

A Health & Wellness checkup for your business' accounting and finance practices, our Financial Assessment explores a business’ current systems, processes, controls & financial disciplines and provides recommendations for growth and optimization.

In the Financial Assessment, Peak to Peak does an in-depth review of the following financial and accounting-related areas. What we cover can be customized to a client’s particular needs or areas of concern.

  • Accounts Receivable
  • Reconciliations
  • Internal Controls
  • Accounts Payable
  • Financial Reporting
  • Roles & Responsibilities
  • Bookkeeping
  • Chart of Accounts
  • Due Dates & Timelines
  • Cash Management
  • Cash Flow
  • Month & Year End Close
  • Budgeting
  • Metrics/KPIs
  • Cost Accounting
  • Intercompany Loans
  • Receipt Management
  • Filing/Recordkeeping

Our 4-phase approach helps key in on exactly what’s happening and where improvements can be made.

  1. Investigative Meeting - Peak to Peak will meet with the client to develop an understanding of the business’ current systems and processes in the above areas. We will clearly identify pain points and client goals.
  2. Review of Books - The investigative phase continues with an examination of the books to look for issues, errors, and opportunities for improvement.
  3. Analyze & Assess - Based on information gained in previous steps, Peak to Peak will then evaluate each area for strengths, weaknesses, and opportunities. We will then provide recommendations for improvements or implementation of new processes, efficiencies or reporting.
  4. Report & Review - Peak to Peak will provide a written report to the client summarizing findings and will review with the client in a meeting.

The fifth step – Implementation – is entirely optional. Our primary goal is to help you understand your business’ current financial and accounting practices and provide recommendations for how they could be improved or how your pain points can be relieved. After the Financial Assessment, we’re happy to help you with implementing our recommendations or helping in any way – but there’s zero pressure to obtain future services from us.

Our goal is the health of your business and we’re happy to be a part of that journey in whatever measure feels right for you.

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Nov / 2023

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