About Us

At 3 Peaks CPA, we believe financial success isn’t just about reaching the peak—it’s about navigating the journey with clarity, resilience, and the right guide. Whether you’re planning for business growth and transition, tackling complex accounting challenges, or strengthening your organization’s financial capacity, we provide expert guidance tailored to your goals.

At 3 Peaks CPA, we specialize in three core areas:

Growth & Transition — Businesses evolve, and whether you’re navigating succession planning, Employee Ownership Trusts (EOTs), cooperative models, or scaling operations, we ensure financial sustainability and resilience. We guide businesses, non-profits, and co-ops through ownership transitions, leadership changes, and governance improvements to build a future-ready organization.

Technical Accounting — Complex accounting issues require specialized expertise. We support businesses, charities, and co-ops with financial reporting, compliance, and tax strategies, ensuring accurate financial statements and strong internal controls. From real estate development and lease accounting to not-for-profit standards, we provide clarity in an ever-changing regulatory environment.

Liaison & Capacity Building — Financial leadership isn’t just about the numbers—it’s about bridging gaps and building strong foundations. We help organizations strengthen financial capacity through training, process improvements, and stakeholder engagement. Acting as a liaison between finance teams, boards, funders, and regulatory bodies, we ensure seamless communication and strategic alignment.

Success isn’t just about reaching the peak—it’s about navigating the journey with clarity, resilience, and the right guide. Let’s build a financial strategy that empowers your business to thrive.