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Peak Consulting Pllc

Peak Consulting Pllc

Reviews Summary

The reviews consistently highlight exceptional professionalism, deep expertise, and genuine care for clients' success. The accountant is praised for making complex financial matters accessible, reducing stress for business owners, and providing patient, thorough guidance. Many emphasize her organizational skills, timely communication, and ability to simplify transitions (like LLC formation). Clients feel supported both professionally and personally, noting her encouragement and long-term vision. The recurring themes are trustworthiness, approachability, and a transformative impact on their businesses.

About This Listing

Accounting
Business Consulting
Payroll
Budgeting
Financial Advisory
Small Businesses
Mid-size Businesses
Professional Services
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Accounting
Business Consulting
Payroll
Budgeting
Financial Advisory
Small Businesses
Mid-size Businesses
Professional Services
QuickBooks

Contact Information

Address

305 E 1st St

Cle Elum, Washington 98922

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

Carri is absolutely fantastic! She has been instrumental in the process of starting our plumbing company. She is detailed oriented, extremely organized and timely. It?s evident that she loves what she does and truly cares about her clients. We feel that we are in such good hands with Carri. Look no further for your CPA!

Prior to working with Carri she was a family friend who we always regarded to be a kind, driven and compassionate person, and those qualities are very much evident in the professional realm. She is an expert! Carri is always available and accessible to her clients. She?s always willing to take the time to listen to your questions and patiently explain in the and outs of the accounting world.

CARRI IS A GODSEND! I cannot speak highly enough of Carri and her ability to make my life as a small business owner so much better. She is so knowledgable, helpful, honest, and really easy to communicate with. She has made my transition from a sole prop to and LLC with employees flawless. She has set me up to be successful and communicates with me in a way I can understand. I am a people gal, not a numbers gal and she has taken that back end off my plate allowing to do what I do without the stress of the th

Anyone who has started their own business knows that it can feel like a daunting and overwhelming process but knowing that we have Carri on our side has brought us such peace of mind! She has been such an encouragement to our family and we are so fortunate to work with her. We would be lost without her.

I found out about Peak consulting last year. I was struggling as a new business owner trying to get on the right track and Carri has helped me so much! She was patient with me as I knew nothing about taxes or book keeping, she organized everything for me so it was easier to understand! Very grateful I came across Peak Consulting, Carri is also the very best!:)

Carri of Peak Consulting has been instrumental in helping me open a small business. She is so easy to work with and is very professional. She helps answer my many questions with patience and extensive knowledge. I highly recommend!

Carrie is very professional, knowledgeable, patient, and kind! Since hiring her she has significantly reduced my stress as a new business owner! She does her work with integrity and excellence. I?m VERY lucky to have found her!

Carri is awesome, not just an accountant, but a friend that cares about my success!! A friend that helps me to see the bigger picture and encourages me to strive for a long-term success.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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