Partner profile

3 Peaks CPA Professional Corporation

Clarity, care, and strong financial foundations for purpose-driven organizations.

3 Peaks CPA helps organizations scale with clarity, care, and strategic financial leadership. Founded by a CPA with over 15 years of experience across public practice, not-for-profit, and social enterprise sectors, we provide more than compliance — we build financial systems that support your mission, growth, and peace of mind. Our team understands that great accounting is about people, purpose, and performance.

OUR CLIENTS

We work especially well with:

Social enterprises, nonprofits, and mission-driven businesses.

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Growing service businesses with 5–50 employees.

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Organizations with revenues of $1M to $50M.

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Organizations scaling into new complexity.

Multi-entity, restricted funds, or project-based work.

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Founders and executive directors seeking a trusted financial partner, not just a bookkeeper

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WHAT WE DO

Our Services

1. Outsourced CFO and Controller services.
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2. Cash flow forecasting and financial planning.

3. Major ERP implementation and strategy

4. Financial reporting and Board support
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5. Forensic advisory and litigation support, expert opinions, etc.

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6. Liaison and financial concierge for:

      Business valuations
      Succession planning
      Restructuring

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7. Tax Strategy: Corporate, Trust, & Personal

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8. Specialized services for co-ops and EOT transitions.

TESTIMONIALS

Words from our huumans

I learned more from you in our initial 30-minute meeting than I did for an entire tax season last year.

Why business owners choose HBK

Describe why your customers have chosen you as a business.

ACHIEVE MORE

Join our partner network and make a difference in the lives of small business owners.

Become a Provider

Get in Touch

3 Peaks CPA Professional Corporation

Clarity, care, and strong financial foundations for purpose-driven organizations.

We work especially well with:

Social enterprises, nonprofits, and mission-driven businesses.

‍Growing service businesses with 5–50 employees.

‍Organizations with revenues of $1M to $50M.

‍Organizations scaling into new complexity.

‍Founders and executive directors seeking a trusted financial partner, not just a bookkeeper

Our Services

1. Outsourced CFO and Controller services.‍2. Cash flow forecasting and financial planning.3. Major ERP implementation and strategy4. Financial reporting and Board support‍