PEAK: PLANNING, EXPERTISE & ACCOUNTING KNOWLEDGE
All your accounting needs,
one simple monthly fee
Stop juggling multiple service providers and surprise bills. Our PEAK packages integrate everything your business needs—bookkeeping, payroll, financial statements, tax preparation, and strategic advisory—into comprehensive solutions that work together seamlessly. Choose the level of support that fits your business, and enjoy predictable costs without annual contracts tying you down.
Accounting that works the way you do
Your business needs more than basic bookkeeping. You need financial clarity, proactive tax planning, and strategic guidance that helps you make confident decisions. PEAK packages deliver the harmony that comes from integrated services working together—no gaps, no confusion, just comprehensive support that keeps your business running smoothly.
THE CHALLENGE
Piecing together your financial support shouldn’t be this hard
Most business owners cobble together accounting help from multiple sources: one person for bookkeeping, another for payroll, someone else for taxes. The result?
- Disconnected services that don’t talk to each other.
- Surprise bills that wreck your budget.
- Coordination headaches as you spend valuable time explaining the same situation to multiple providers.
- Nagging uncertainty about whether anyone has the complete picture of your business finances.
- Important details falling through the cracks between fragmented services.
THE SOLUTION
One team, one platform, one monthly fee
PEAK packages eliminate the fragmentation by bundling essential services into integrated solutions. Your bookkeeping, payroll, tax preparation, and advisory support all work together through our secure online platform, maintained by one experienced team that knows your business inside and out.
- Real-time access to your financial data whenever you need it.
- Predictable monthly costs that make budgeting easy and eliminate surprise bills.
- Proactive support that catches issues before they become problems.
- Complete picture of your finances from one team that understands your business.
- No annual contracts keeping you locked in—you stay because you want to, not because you have to.
Everything your business needs to thrive
PEAK packages deliver comprehensive financial support through services that work together seamlessly.
Click on each category to learn more.
Monthly bookkeeping that keeps you current
Accurate, up-to-date financial records are maintained through our secure online platform. We handle the details so you always know where your business stands financially.
- Transaction recording for all business activity.
- Account reconciliation to ensure accuracy.
- Financial statement preparation delivered monthly.
- 24/7 access to your current financial data.
- No more scrambling to gather information when you need to make decisions.
Payroll processing that happens on time, every time
From calculating wages to filing taxes, we handle every aspect of payroll so you don’t have to. Your employees get paid accurately while you maintain complete compliance—without the stress.
- Accurate wage calculations and withholding.
- Timely payroll processing so employees are paid on schedule.
- Payroll tax filing and compliance management.
- W-2 and 1099 preparation handled automatically.
- Employee portal access for pay stubs and tax forms.
Tax preparation and planning that minimizes your liability
Year-round tax support goes beyond just preparing your returns. We provide strategic guidance that reduces your tax burden while keeping you compliant.
- Strategic tax planning throughout the year, not just at tax time.
- Quarterly projections to avoid surprises and underpayment penalties.
- Proactive recommendations that reduce your tax burden.
- Business tax return preparation handled seamlessly.
- Year-round position management so tax season is straightforward.
Business advisory that guides your decisions
Strategic guidance helps you understand what your numbers mean and how to use them for better decision-making. We provide the insights that help you run your business more effectively.
- Budgeting support that aligns with your goals.
- Financial forecasting to plan for the future.
- Performance analysis that highlights opportunities.
- Strategic recommendations based on your specific situation.
- Confident planning for sustainable growth.
Choose the PEAK package that fits your business
All packages include core accounting services with flexible options for expanded support as your business grows. Switch between packages anytime—no annual contracts required.
PEAK Basic |
PEAK Standard |
PEAK Complete |
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Accounting |
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Bank and credit card reconciliations |
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Review and reconciliation of electronic transactions to QuickBooks Online |
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Tax |
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State & City sales and excise tax return |
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$600 credit toward business owner’s personal return |
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Financial Reporting |
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Year-end financial statements |
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Quarterly financial statements |
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Quarterly video report |
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Monthly financial statements |
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Advisory |
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Annual tax planning |
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Annual tax projection |
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2 meetings with Client Manager (virtual or in person) |
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Mid-year meeting to review YTD financial and tax position/projection |
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Custom calculation of 3rd and 4th quarter taxes |
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Quarterly meetings with Client Manager (virtual or in person) |
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Business coaching as needed |
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Monthly Close |
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28th of the following month |
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Annual virtual planning meeting |
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Mid-year statements |
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21st of the following month |
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15th of the following month |
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Payroll |
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Biweekly processing of payroll |
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Payroll tax deposits impounded with each payroll (IRS and State) |
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Pay by direct deposit |
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Why businesses choose Inspire Advisors
Our integrated approach delivers benefits that go far beyond basic accounting services:
- Predictable costs: Fixed monthly fees make budgeting easy and eliminate billing surprises.
- Real-time insights: Access your financial data anytime through our secure online platform.
- Proactive support: We catch issues before they become problems and provide guidance before you need to ask.
- Integrated services: Everything works together seamlessly—no gaps, no coordination headaches.
- Flexible solutions: Switch between packages as your needs change, with no contracts holding you back.
- Expert team: One experienced team that knows your business and your goals.
Take the complexity out of business accounting
Join the businesses in Washington and Arizona who’ve simplified their financial operations with PEAK packages. Let’s talk about which package fits your needs and how we can support your success.