Pilot takes care of your bookkeeping, tax prep, and CFO services from start to finish so you can focus 100% on making your business succeed.

PeakeFi is a specialized bookkeeping and CFO services firm built for real estate operators and small business owners. We help investors, developers, and business owners gain financial clarity through accurate books, actionable insights, and clean reporting. Our team partners closely with clients to streamline financial systems, monitor cash flow, and translate numbers into strategy.

Financial Reporting – Balance Sheet, Profit & Loss, Statement of Cash Flow, Net Worth Reporting Job Costing – accounting for material, time, expenses for specific jobs or projects Accounts Payable – coding, posting, tracking, reconciling, and reporting, year-end 1099’s and maintenance of vendor master files. Accounts Receivable – coding, posting of cash receipts & sales, invoicing, statements reconciling, reporting, light collections by phone and mail as needed. QuickBooks Setup – installation and setup of your QuickBooks, chart of accounts, establishing file for ease of work flow, staff training Payroll – if third party vendor is used, we will enter the information to tie it in to your financials Bookkeeping – weekly, monthly, quarterly, annually, or as needed Affordable. Custom-tailored. Confidential.

Your behind-the-scenes team, without the stress! Bookkeeping is a headache—you don’t have time for that. Lucky for you, we love it. We handle your books, payroll, and day-to-day financial tasks so you can focus on running your business (and maybe even take a day off). We’re a small team of real humans who care about your success, not just your spreadsheets. With years of hands-on experience in payroll processing and management, we’re your one-stop shop for staying organized, tax-ready, and stress-free. Let’s chat and see if we’re a good fit for your business!

We’re not like the other guys....because we don’t want to be. CPA Collective was born from our frustration of quality accountants being inaccessible, unaffordable and downright boring. Our approach is different. We’re passionate about the numbers, yes, but we’re also passionate about empowering our clients to take part in the tax and financial strategies we implement through an educational approach in an unintimidating environment.

We specialize in providing tax planning services and outsourced CFO solutions to health and wellness service-based businesses, empowering them to thrive and succeed in today's competitive landscape.