What does a lawyer know about accounting, taxes, finances, bookkeeping, & business services? How does a solo lawyer take a law practice and understand that it is a small business?

Silver Peaks CPA goes the extra mile – chasing those who didn’t want to provide W-9s, prompting me in kind ways to complete onboarding tasks, etc. They are a truly professional CPA firm.

The team at Silver Peaks CPA brings an energy to your firm that normally, only owners possess! They take a genuine interest in getting to know both you and your firm, and the goals you have for each. Then, they hold you accountable every step of the way in order to meet them. Hiring Silver Peaks as an advisory firm truly is the equivalent of bringing on a new partner to your firm, with fresh ideas and insights, while retaining your equity. It is the best of all worlds. They are an optimistic, upbeat breath of fresh air. Working with them will breathe new life into you and your business!

Since starting to work with the Silver Peaks CPA team, I am so much more aware and feel more in control of what’s going on financially. I recently had a call with another service provider, and he asked me for my financial information, and I was able to provide it ALL. 

This is the first time I have had advisory-level help with my firm finances, and it has been great. I appreciate the data, feedback, and someone to ask financial questions. I have now realized the benefit of keeping a close eye on my finances and am having a banner year as a result!

The Silver Peaks team was able to get our books in order when several others had failed. Having clean accounting records has allowed us to work with them at the CFO level, and we now have projections and goals. The monthly reports and quarterly strategy sessions help us know whether we are on track for the year, and we have much more confidence in the financial future of our firm.

Silver Peaks CPA is the firm for the stars and rising stars in the legal field. Their attention to detail, patience, and guidance has allowed this long-term practitioner to put the numbers in order – analyze the numbers – and understand what’s right and what’s wrong. Many CPAs would have kicked me to the curb due to my stress and mess – not Silver Peaks – they have stayed the course – liking the challenge almost – and 2019 taxes and now going forward – the stress level has decreased – and we are able to make some decision about the business side.

Working with the Silver Peaks CPA team has made my accounting super easy. I don’t have to do anything; my reports show up in my inbox once a month like clockwork, and I don’t have to think about it. They work with my tax preparer at year end, and the handoff of my financial information is seamless. Since working with Silver Peaks, my firm has stabilized, and I have a sense of added security.

Silver Peaks CPA gets my books done on a consistent basis, and they come in a nice and neat packet each month like clockwork. This allows me to have a really good idea of where things are at with my firm.

Jessica and her team know legal accounting. They embrace technology and have strong processes to make it simple for me to get them the information they need. Not only is Jessica a great CPA, but she is an example of a successful business owner that I appreciate working with.

Any business in need of accounting or advisory services, or any accountant considering coaching, would be lucky to have Silver Peaks as part of their team. There’s much more to good accounting than reconciling accounts and getting the right numbers in the right boxes on the tax return. They realize that accounting is the foundation for making sound business decisions.