PEAD Financial Group Team

Our Story

With over 15 years of experience across small businesses, startups, and billion-dollar corporations, we understand that financial analysis isn't just about numbers—it's about growth.

We've seen firsthand how proper financial intelligence transforms businesses. From identifying hidden cost savings to uncovering growth opportunities, our approach goes beyond traditional bookkeeping to provide strategic insights that drive real results.

Our mission is simple: translate complex financial data into clear, actionable strategies that help business owners make confident decisions, save money, and scale their operations.

Our Mission

Stop Losing Money. Start Growing.

We believe that every business owner deserves to understand their finances clearly. Too many companies are leaving money on the table because they can't see the opportunities hidden in their financial data.

Our approach is different. We don't just give you reports—we give you insights. We don't just show you numbers—we show you what they mean and what to do about them.

Whether you're a solo entrepreneur or running a growing team, we provide the financial clarity you need to make confident decisions and drive sustainable growth.

Our Values

Clarity Icon

Clarity

We believe financial information should be clear, understandable, and actionable. No jargon, no confusion—just insights you can use.

Results Icon

Results

We focus on outcomes, not just reports. Every analysis we provide is designed to help you save money, increase profits, or grow your business.

Partnership Icon

Partnership

We're not just a service provider—we're your financial partner. We're invested in your success and committed to helping you achieve your goals.

Innovation Icon

Innovation

We leverage the latest technology and analytical methods to provide insights that traditional accounting firms simply can't match.

Our Experience

15+ Years of Financial Excellence

Our team brings together decades of experience across multiple industries and business types:

  • Small Business Expertise - We understand the unique challenges and opportunities that small business owners face
  • Startup Experience - We've helped countless startups navigate the complex financial landscape of early-stage growth
  • Corporate Background - Our experience with billion-dollar corporations gives us insights into best practices and scalable solutions
  • Industry Diversity - From restaurants to tech companies, we've worked across virtually every industry
  • Technology Integration - We stay current with the latest financial tools and technologies to provide the most effective solutions

Ready to Work With Us?

Let's discuss how we can help transform your business finances. Book a free consultation to see how our approach can benefit your specific situation.

Book Your Free Consultation