About Peak Advisers

Peak Advisers is a certified QuickBooks Solution Provider helping businesses across the United States maximize QuickBooks, streamline operations, and grow with confidence.

Our Story

Peak Advisers was built on a simple belief: small businesses deserve the same level of financial systems, strategic guidance, and content marketing support that Fortune 100 companies rely on—without the complexity or cost.

Led by founder Bruce Peterka, a business financial management expert with 30,000+ hours of QuickBooks expertise and Fortune 100 experience, Peak Advisers has grown from a QuickBooks consulting practice into a comprehensive business growth partner. We've expanded our services to include content and digital marketing strategy, led by David Mitchell, giving our clients complete support for both their financial operations and online visibility.

Since 2009 we've helped hundreds of businesses implement QuickBooks correctly, train their teams effectively, and build financial systems that scale. When you add our software integration expertise and content/digital marketing services designed to help your business stand out in our new AI world, you have complete business growth support available.

Our Journey

• 2006 – Bruce Peterka launched his CFO consulting practice

• 2009 – Partnered with Intuit as a ProAdvisor

• 2011 – Achieved Certified QuickBooks Solution Provider status

• 2015 – Became Peak Advisers

Our Mission

To make enterprise-level financial management, software solutions, and content marketing capabilities accessible to small and mid-sized businesses—delivered with personal attention, clear communication, and real results.

What Sets Us Apart

• Certified QuickBooks Solution Provider since 2011

• 30,000+ hours of hands-on QuickBooks experience

• Fortune 100 financial systems expertise adapted for small business

• Nationwide service with personalized support

• Complete business growth support: Financial Management + Content & Digital Marketing

• Expert team certified across the full Intuit product line

Based in Naples, Florida. Serving businesses nationwide.

Our Values

Peak Advisers operates on four core principles: Professionalism, Responsiveness, Quality, and Commitment. These values guide every client interaction and ensure you receive expert financial guidance with personal attention.