Before Peak Wealth Architects, I did everything myself; all of my bookkeeping, all of my tax filing. I met them pretty soon after I started my business. That was just a little bit of good luck on my part, or on the universe’s part, but I’m lucky because they were able to come in at a pretty early stage of my business growth and really lay the groundwork and put some structure in place where I probably wouldn’t have even know that I needed it. It really, really took a load off of my shoulders emotionally as well; I wasn’t sitting up at night worrying about how I was going to file the taxes for my business.

The savings were substantial, and by substantial, we’re talking in the thousands. Which as a small business owner and new business owner, every penny counts. So, I was able to really see clearly where I was going to be saving in working with Peak Wealth Architects versus if I were to file myself or potentially use another company. So it was exciting to see that and now looking back several years later, see that what they promised me was followed through on.

I have saved everything and now am able to plan for other investments and keep it in my business. Keeping as much capital as possible in the business is really important, especially during these crazy financial times where the market is changing very rapidly, especially in many areas of business so having the psychological security to know where my money is has been very nice for me, and also empowering to know that I’m going to be able to invest those funds, not only for the future of my business, but also for my own future success personally.

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They were great in being patient and letting me ask a million questions, which I have continued to do to this day! I think for me, that was really helpful because as someone who for clearly this is not my area of expertise, being able to ask them all of these questions, they were patient, they walked me through so many things. They never made me feel silly, they never made me feel stupid about anything I was asking. As a business professional, I think that psychological security and knowing whatever I needed from them, whether I understood it immediately or not, they would help me understand it pretty soon after, that was really really powerful.

Don’t be afraid to ask any questions! They are an open book and extremely knowledgeable across the board. Comprehensively, they take care of your business from a financial perspective. Oftentimes, as I was asking questions about one area of my business, I would discover that there were other areas that they could benefit me that maybe I didn’t even know. I would really encourage people to go in with an open mind, not feel silly about not being the subject matter expert in their field, and really be able to ask them those questions.

The process was relatively easy! They set me up with what to expect, a list of items I would need to prepare for them, which were relatively simple, just some statements I could easily print from my bank, for my respective accounts, and various other items; so I knew going into it what they would need from me.

I never felt pestered; everything was pretty simple for me to navigate as someone who was letting them do their thing. They would let me know what they needed from me and I would provide them access to all of that stuff, they would then do their thing if they needed anything else, they would reach out via email and ask any questions they might have and then from there it was okay “here’s what we’re going to file,” “does this look okay,” “do you have any questions about this?” and then once it all made sense to me, we would do the sign-off and they would handle it on their end and actually do the filing.

Don’t be afraid to entrust in someone else – money and finances can be very scary and especially when it comes to a new venture or business, let alone your personal finances. Don’t be afraid to take a chance, speak to whomever you need to speak to, ask a million questions if it’s helpful to you, and again don’t be afraid to hand over the keys to the kingdom to your finances in a trusted professional who has far more knowledge than you could ever hope to have in a relatively short amount of time and let them do their job and save you money and be a part of your business journey and business success. It really does take a village and you’re stronger together than you are alone.