About

We help law firm owners gain financial clarity, develop their firm vision and design a strategy to catapult performance.

Sharing Knowledge

Knowing that about 66 percent of businesses fail by the time they reach their 10 year anniversary, Jessica’s vision is to help law firm owners avoid being a statistic by sharing her knowledge of successful financial strategies. Having serviced in a CFO role, she knows what it takes to run a successful business.

Owner’s of law firms have 3 big challenges…

  • They are an expert at being a lawyer, but lack the knowledge and expertise to feel confident in their financial numbers.
  • They own growing firms, but the vision for their firm is still in their head and they lack the expertise and time to put the action steps to fulfill their vision in place.
  • The impact of their day-to-day financial decisions is lacking the high-level financial advice a successful firm needs.

THE KEY TO BUILDLING YOUR KINGDOM INTO AN EMPIRE…. CONQUER

Having helped many firm owners, we saw that CONQUERing new lands with your firm has everything to do with how well you know your numbers AND knowing how to use that information.

A little more about Jessica

Before starting my own business in 2018, my accounting career adventures included working in a public accounting firm, for a large publicly traded company and in both local and state governments.

Most recently, I spent over a decade working as a deputy city manager, finance director, and treasurer for the city of Evans, Colorado. During my time with the city, I tripled our cash reserves from $10M to $30M, acted as project manager for a $40M wastewater treatment plant, and managed the financials of a $12M flood recovery project.

I am also a mom of three kiddos. Our home base is in Colorado where I spend most of my free time watching our active teenage boys play sports and show their Quarter Horses – Banjo and Jake.

Meet The Team

Anne Pugliese

PRACTICE COORDINATOR

Anne is the firm’s Practice Coordinator. She has over 20 years’ experience in accounting and administrative rolls and joined Silver Peaks in 2018. Anne can be found helping out with everything from marketing to bookkeeping and payroll.

 

Carlo Santos

ACCOUNTANT

Carlo is the firm’s Accountant. He has more than 8 years of experience in general accounting, auditing, bookkeeping, taxation, and other financial related services. Carlo also holds his Bachelor of Science in Accounting. Prior to Silver Peaks, he worked as an auditor for KPMG and joined the SPA team in 2022.

Reika Arellano

BOOKKEEPER

Reika is the firm’s Bookkeeper. She has more than 12 year’s experience in Accounting and Finance. She graduated with a Bachelor of Science in Accounting. Reika joined the team in 2022.

Joyce Inlayo

VIRTUAL ASSISTANT

Joyce is the firm’s Virtual Assistant. She helps manage the social media presence for Silver Peaks. Joyce joined the team in 2022. 

Here's what clients have to say about working with Jessica​