OUR VALUES

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

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PROFESSIONALISM

Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

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RESPONSIVENESS

Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

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Okay, now you're getting numbers that make sense on a timely basis. But, what more can you do to make a profit? Or, to increase shareholder value? We can use past figures and your data to project cash flow, and plan for expansion.

Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller.

If you're fortunate enough to be in this position then we have the perfect solution for you. Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

The cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits. Our Part-Time CFO services provides you with experienced support at a small fraction of that cost.

  • More time to focus on new services, new customers and other core business issues.

  • Better understanding of the financial side of your business, so you have less surprises and more control over the money.

  • Improved decision-making capabilities from clearly seeing the hard and true numbers of your business.

  • A readily available sounding board to help you with those tough business decisions and help you clarify your business plans.

  • The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.

  • A professional who establishes strong financial controls in your business to reduce employee theft and increase profits.

  • Training and managing your accounting staff.

  • Improved quality and timeliness of financial information.

  • Budget preparation and monitoring.

  • Profitability analysis by service or product line.

  • Tax saving strategies.

  • Trend analysis.

  • Assistance in defining long-range plans and the quantification of goals.

  • Cash management.

  • Liaison with bankers, attorneys, vendors, insurance agents, etc.

  • Assistance in obtaining financing from banks, including assistance with negotiations.

  • Review/negotiation of insurance policies.

  • Development of company accounting procedure manuals.

  • Analysis of equipment purchases, expansions, etc.

  • Mergers and acquisitions assistance.

  • Custom designed collection policies and procedures.

If you'd like to learn more about our Part-Time CFO Services please complete this form to get a free consultation.

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Client Quotes

"Karen was so easy to work with and finished our return on time! We received a much larger refund than expected."

"Thanks so much for your help with our corporate tax return. Your knowledge and ability to explain it to me were great!"

"You are a true professional!"


Roseville, CA CPA, Karen Peak CPA

Karen Peak CPA | 1540 Eureka Rd, Ste. 104, Roseville, CA 95661 | Phone: (916) 782-8300 | Fax: (916) 314-4551 | cara@karenpeakcpa.com