Timber Peak Financial

Elevate Your Business With Financial Clarity
Fractional CFO services designed for small businesses ($1–$10M revenue). Get expert financial insights, cash flow strategies, and strategic planning—without the cost of a full-time CFO. Bridging the gap between basic accounting and full-time CFO leadership, giving business owners the tools to make informed, confident decisions that fuel growth, efficiency, and profitability. With over 25 years of experience in financial planning & analysis, strategic leadership, and corporate finance, I have helped businesses optimize cash flow, improve profitability, and scale efficiently. My expertise spans fractional CFO services including analysis, budgeting, modeling, forecasting, financing, M&A, and operational finance, supporting companies from startups to multi-division organizations.
Get Your Free Financial Health Check! Contact Us for our Free "1-Year Planning Tool" -> Customized for your business

Why Choose Timber Peak Financial?

✅ Empowering business owners—so they feel confident about their financial future.✅ Providing clarity—turning complex numbers into actionable insights.✅ Driving smarter decisions—so businesses aren’t just surviving, but thriving.✅ Being a trusted partner—not just a finance expert, but an advisor they rely on.
☑️ Clarity & Simplicity – Turning financial complexity into actionable insights.☑️ Trust & Expertise – Acting as a reliable strategic partner.☑️ Growth & Profitability – Helping businesses scale smartly and sustainably.☑️ Strategic Thinking – Providing CFO-level planning without the full-time cost.

Fractional CFO Financial Management Services

Budgeting, Forecasting & Reporting
✅ Budget Development & Variance Analysis – Creating and managing annual budgets with rolling forecasts.✅ KPI Tracking & Financial Dashboards – Real-time insights into business performance.✅ Management & Investor Reporting – Creating reports for owners, investors, or board members.✅ Break-even & Pricing Analysis – Ensuring profitability at different pricing levels.
Cash Flow & Financial Management
☑️Cash Flow Forecasting & Management – Predicting and optimizing cash flow to prevent shortages.☑️Working Capital Optimization – Improving liquidity through better receivables, payables, and inventory management.☑️Expense & Cost Control Strategies – Analyzing spending to reduce waste and improve margins.☑️Debt & Financing Advisory – Assisting with loans, credit lines, and investor relations.
Financial Strategy & Business Planning
✅ Fractional CFO Services – Strategic financial leadership without the full-time cost.✅ Financial Roadmap Development – Long-term planning to align financial strategy with business goals.✅ Profitability Optimization – Identifying inefficiencies and cost-saving opportunities.✅ Scenario Planning & Risk Management – Assessing financial risks and preparing for market changes. ✅ Mergers, Acquisitions & Exit Planning – Financial due diligence and valuation support.✅ Funding & Capital Raise Strategy – Preparing businesses for bank loans, investors, or grants.✅ Expansion & Scaling Advisory – Financial planning for new locations, product launches, or hiring.✅ Owner Compensation & Tax Efficiency Strategy – Structuring pay to maximize take-home earnings.

The Process

How we work with our clients
Step 1
Discovery & Assessment
- We can arrange an initial consultation to discuss your business challenges, financial pain points, and goals. - I will present the 1-Year Planning Tool. - I will demonstrate what it can provide - useful charts, summarized tables, and the Planning Dashboard. - We can then determine if you would like the Tool customized for your business, at no-charge. ☑️ I want to help small business leaders have a foundation of their finanical performance and a roadmap for the coming year.
Step 2
Analysis, Planning & Review
- If you are interested in getting your 1-Year Planning Tool customized, we will arrange for me to receive your past financial statements - I will then work to load your information into the 1-Year Planning Tool and begin evaluating your performance. - From the analysis, I will input initial estimates for the upcoming Budget year, write-up brief commentary notes, and send the customed file to you for review. - We can then schedule a call and I will present the information, discuss my findings, and see if you would like to continue working together going forward. If not, no problem. ✅ However, if you would like more in=depth analysis, more detailed planning, and further advisory services, we can arrange to set-up a more formal engagement.
Step 3
Deeper Analysis, Planning & Advisory
☑️ We can establish a working engagement where I can provide specific, financial expertise to help drive your business forward. - This could be a special project, a routine review of results, or a variety of other topics to strengthen your business's financial health.
Reach Out for a Consultation
Phone
Email
ken@timberpeakfinancial.com
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