Peak CFO AI
Your Premier Bookkeeping & CFO AutomationTeam
At Peak CFO AI, we transform financial chaos into clarity in just 90 days. Our program delivers clean, accurate books, automated systems, and CFO-level insights available 24/7.
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We bring your books current through the last tax year, reconcile every account, and set up custom categories so you can clearly see where profit is made. Automation inside QuickBooks ensures almost all bank feed transactions are categorized automatically, saving you 10+ hours a month and eliminating manual bookkeeping stress.
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You’ll also gain access to your own Fractional CFO AI tool — replacing the need to hire a $1,500–$2,500/month CFO. With reports from QuickBooks or email, the tool gives instant answers to key business questions like:
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Can I afford to hire right now?
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What’s my most profitable service?
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Where can I cut overhead and boost margins?
And that’s just the start — the savings from not hiring a CFO alone can cover the cost of the program within 90 days.
At the end, you’ll receive a Final Roadmap with a financial dashboard, 12-month forecast, and clear recommendations on what’s working, what’s not, and how to grow profitably.
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On average, clients uncover $10K–$45K in hidden profit, save 120+ hours per year, and avoid thousands in bookkeeping mistakes. To date, we’ve saved each client over $200,000 annually.
Want to not have to touch your books again!
90 Days to Automated Finance ($8500)
Turn financial chaos into clarity in just 90 days.
What’s included:
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Full cleanup of your books back to the last tax year
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Account reconciliation for total accuracy
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Custom categories so you can see what’s profitable
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QuickBooks automation → almost all bank feed transactions categorized automatically, POS systems integrated, and automatic CFO reports emailed to you (saving 10+ hrs/month)
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Fractional CFO AI tool → replaces a $1,500–$2,500/month CFO with 24/7 insights from your reports. That is customized to your business.
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Final Roadmap → 12-month cash flow forecast + clear recommendations on what’s working, what’s not, and where to save or grow
Average client results:
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$10K–$45K in profit and savings.
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120+ hours saved each year
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$200K+ in yearly value per client
System Maintenance ($99/month)
Once your 90-Day Reset is complete, you can keep your books fully automated and accurate with our AI System Maintenance Plan.
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Ongoing rule updates → keeps new transactions categorized automatically
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Connection monitoring → prevents sync errors with banks, cards, or payment systems
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Monthly uncategorized review → ensures every expense is tracked properly
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AI tool refresh → keeps your CFO insights aligned as your business changes
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End-of-year reconciliation → ensures your books are clean and tax-ready
For just $99/month, you stay completely hands-off while your system continues to run smoothly — saving hours every month and avoiding costly mistakes.
CFO Partnership ($1500-$2500/month)
Designed for owners who want a partner to meet monthly, review all the numbers together, and map out strategy.
What’s included:
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Monthly strategy sessions → direct time with me to plan and review
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KPI tracking & reporting → stay ahead of profit and expense trends
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Forecasting for big decisions → model hiring, expansion, or growth scenarios before committing
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Profitability by service line → focus on what drives margins
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Continuous AI CFO updates → always-current insights at your fingertips
Many of these insights are already available through the Fractional CFO AI tool included in the 90-Day Reset. This partnership is for those who also want monthly meetings directly with me to run the numbers and map out strategy together.