0
Client Reviews
$100 to $1,500
Monthly Fixed Fee
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
An individual or business owner who values working with a trusted and experienced CPA - someone who is responsive, stays up to date with the latest rules and regulations, and serves as a strategic advisor with the client’s best interests always top of mind. Ideal clients are proactive, communicative, and see the CPA relationship as a long-term partnership.
Clients who wouldNOTbe a good fit
Someone who is not interested in building a collaborative relationship, is unresponsive to questions or document requests, or is not serious about engaging with a strategic advisor to help guide financial decisions. If you're simply looking to check a box rather than partner on a strategy, we may not be the best fit.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Specialties
Industries Clear Peak Accounting doesNOTserve
Services Offered
Service Pricing
Project-Based Fee
$250 to $5,000
Annual Fixed Fee
$600 to $18,000
Monthly Fixed Fee
$100 to $1,500
Quarterly Fixed Fee
$300 to $6,000
Meeting Options
Client Portal/Online Platform
Email
Phone
Video meetings
In person meetings
Clear Peak Accounting's Tech Stack
About Clear Peak Accounting
At Clear Peak Accounting, we are a team of Certified Public Accountants simplifying tax and accounting for businesses and individuals. With years of experience at internationally recognized accounting firms and high-growth startups, our team is equipped for clients in all stages of the business life cycle ranging from new to established businesses. We service individuals ranging from employees, independent contractors, high-net worth individuals and more. We combine the expertise and resources of a large enterprise with a strong emphasis on client service. Each of our clients get personal, one-on-one services catered to their needs.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
