About

Finance experience that's been to $10M and beyond.

Peak CFO Services is led by Brian Moose, a Certified Management Accountant with a Master's in Finance, ten years of experience in finance, and more than 1,000 businesses served.

Brian Moose
Brian MooseCMA · M.S. Finance

Background

From the books to the boardroom.

Peak CFO Services began as an accounting and bookkeeping practice. Working inside clients' books every month showed the same pattern again and again: businesses growing their sales without growing their profit or cash at the same pace.

That led to fractional CFO work, and to the Margin Multiplier, a six-week program built for ecommerce businesses doing more than $1M a year, with the goal of doubling profit margin or cash flow.

Over a ten-year career in finance, Brian has worked with more than 1,000 businesses, from single-store owners to complex, multi-entity companies, and has helped businesses scale past $10M in revenue. Alongside CFO work, he brings tax strategy experience, helping owners plan ahead instead of reacting at filing time.

Today, Peak CFO Services intentionally works with a smaller number of clients. Instead of chasing volume, the firm focuses on giving each business high-quality, hands-on attention.

CMACertified Management Accountant
M.S.Master's in Finance
10 yrsExperience in finance
1,000+Businesses served

Next step

See where your margin is going.

Tell us about your business. We'll review where you are and whether the Margin Multiplier is the right fit.

Contact us