personalized services as unique as your firm's needs

Silver Peaks Accounting Services offers a range of personalized accounting and financial planning services to meet the unique needs of your business.

Our Services

Firm diagnostic review

If you feel stuck at your current revenues, or repeatedly experience the same issues, a firm diagnostic review will show the ways in which you can redirect your firm towards tangible growth.

During this review, Jessica will conduct a full analysis of your firm’s financial condition, and then assist you in developing practical solutions. Whatever issues are keeping you up at night; you can rest assured that we know how to get you back on track.

Accounting

We offer professional bookkeeping, payroll, and billing services to ensure accurate monthly financials for your firm. We know all the ins and outs of law firm accounting so you never have to worry about your books being up to date.

Advisory/CFO

Partnering with us is like having an advisor and outsourced CFO, all wrapped up in one! Our proven processes will optimize your revenue stream and allow you to make informed decisions to achieve your business goals. 

What is a CFO/Advisor?

A Chief Financial Officer (“CFO”) is a member of your executive management team that not only oversees the firm’s finances, but also acts as an advisor in running your firm like a business.

A CFO/Advisor also:

  • Interprets the story the numbers tell so firm owners can make more informed decisions and more readily achieve their goals.
  • Assists with defining (on paper!) the owners’ goals and creates and implements a strategy to achieve those goals.
  • Creates budgets and forecasts.
  • Creates and monitors firm specific key performance indicators to objectively track results.
  • Designs and oversees internal controls over the firm’s finances to reduce the risk of employee fraud.

CFO Packages

Gold CFO

$ 750 Minimum Monthly Fee*
  • Monthly Budget to Actual Report
  • Quarterly Strategy Call (1 hour)
  • Annual Budget Planning Session (2 hours)
  • Unlimited Email Support

Silver CFO

$ 1,500 Minimum Monthly Fee*
  • Monthly Budget to Actual Report
  • Monthly Performance Report: Budget to Actual; Basic Financial KPI’s; Revenue, Profit & Cash Flow Analysis; Current Year Forecast
  • Quarterly Strategic Refresh (2 hours)
  • Annual Profit & Growth Plan
  • Unlimited Email Support

Platinum CFO

$ 3,000 Minimum Monthly Fee*
  • Monthly Budget to Actual Report
  • Monthly Performance Report: Budget to Actual; Basic Financial KPI’s; Revenue, Profit & Cash Flow Analysis; Current Year Forecast
  • Expanded Monthly Performance Report: CFO Assessment; Custom Performance KPI’s
  • Monthly Cash Flow Forecast
  • Quarterly Strategic Refresh (2 hours)
  • Monthly Strategy Call (1 hour)
  • Annual Profit & Growth Plan
  • Financial Modeling (up to 2 per year)
  • Unlimited Email Support

*Monthly fee is based on size and complexity of law firm; these are the minimums for these services.

Ready to get started?

Tax

Tax preparation and planning to keep your firm compliant and running smoothly without the overwhelm.

Client Transformations

Dave's Story

Listen to Dave share how Silver Peaks CPA saved his firm time, and why he chose Silver Peaks CPA over every other accountant for what he says is an essential function of his firm.

Steve's Story

Hear Steve share how he felt lost and unprepared in his firm’s financials.

And how Silver Peaks CPA gave him a clear financial picture and is now guiding him down a path to overall financial health for his firm.

Still have questions?

You can contact me to set up a free discovery call to learn more about how we can best meet the needs of you and your firm.

We are Clio Certified

We are proud to be Clio certified and soon to be QBO certified.