Fractional CFO team · $3M–$30M service companies

Turn financial clarity into profit, value, and a cleaner exit.

We give founders the forecasting, margin discipline, and execution rhythm of a full-time CFO — for a flat monthly fee.

Get the KPI Scorecard
client value growth
700%+
companies served
50+
monthly — no surprises
Flat fee

Trusted by leadership teams at

  • Banks Integration Group
  • Plative
  • Isos Technology
  • Ranch Fence
  • Sterling Wellness
  • Advanced Logistics and Warehousing

Why Junction Peak

Your accountant looks backward. We look forward.

Compliance keeps the lights on. Growth comes from the numbers you haven’t run yet — the forecast, the margin, the next decision. That’s the work we do beside you.

Your accountant

  • Records last month’s transactions
  • Files taxes and keeps you compliant
  • Reports what already happened

Junction Peak

  • Builds forecasts and protects cash-flow runway
  • Finds the margin and profit you’re leaving behind
  • Guides the decisions that grow company value

What we do

Two disciplines, one financial outcome

Financial Planning & Forecasting

Revenue growth, margin improvement, and cash-flow visibility. We build the financial foundation that turns data into profitable decisions — from forecasting models to business valuation.

Strategic Execution

We don’t just build the plan — our Strategic Execution Framework makes sure your leadership team delivers on it. Quarterly milestones, aligned teams, and measurable accountability.

Proven results

The impact we deliver

5-10%
Average Gross Profit Improvement
across client engagements
700%+
Company Value Growth
across our client portfolio
20+
Years Combined CFO Experience
in senior finance roles
50+
Companies Served
across the Western US

Client results

What founders say

Our sales have doubled, but more importantly, our profits have quadrupled.
Greg BanksCEO and Founder of Banks Integration Group Inc.
We have made a massive transformation in our business since we started working with Martin (Junction Peak). Our focus has shifted from incremental, operational growth to establishing a long term vision for our company.
Thad West
CEO of Isos Technology
[Junction Peak] makes us feel like we are the most important client to them, with timeline responses and on-the-fly analysis.
Naushad Parpia
Founder and CEO of Plative
Our work with Junction Peak provided us with financial clarity and guidance that most small businesses can only wish to achieve. Their detailed analysis and recommendations helped us build sustainable profit into our business, increase the value, and ultimately position us for acquisition.
Ryan Thompson
President of Blue River Interactive Group, Inc.

How we work

The Strategic Execution Framework

  1. 01

    Discovery call

    A 30-minute conversation to understand your business, your goals, and the challenges in front of you.

  2. 02

    Plan & forecast

    We build the financial model, cash-flow runway, and targets that turn strategy into numbers.

  3. 03

    Strategic Execution

    Quarterly milestones, an aligned leadership team, and the accountability to hit them.

  4. 04

    Measurable results

    Stronger margins, growing company value, and decisions made with confidence.

Ready when you are

A 30-minute call is the first step toward financial clarity.

Whether you’re scaling fast, preparing for an exit, or fixing profitability — let’s talk about where your numbers can take you.