Peek Advisory Group Information

Peek Advisory Group provides done-for-you bookkeeping, month-end close, and management reporting for professional service firms, backed by Fortune 50 experience. We work primarily with marketing and creative agencies, consulting and advisory firms, and legal, engineering, and other specialized professional service providers who need clean, reliable financials they can trust every month. Our services cover ongoing bookkeeping and reconciliations, month-end close and financial reporting, management reporting and metric dashboards for owners and leadership, strategic accounting projects and financial analysis, and transaction support, including valuations and M&A-related financial modeling. We focus on giving leaders decision-ready numbers and clear visibility into performance, without offering auditing or tax services. Our team includes CPAs, valuation specialists, and seasoned financial reporting and project management professionals, each bringing decades of experience leading complex financial initiatives inside large organizations and growth-focused firms. Clients come to Peek Advisory for the strategic perspective, but stay for the practical, hands-on implementation. We don’t just recommend improvements to your books and reporting; we design and run the workflows so you see immediate results and have systems that continue to work long after the engagement ends.