Financial clarity that
drives smarter decisions
Strategic financial guidance and accounting support built for small business owners. We turn your numbers into clear insight, so every decision rests on solid ground.
Every business has its own peaks to reach.
Whatever summit you're working toward, we provide the financial guidance and support to keep you climbing. Choose a service to learn more.
“The numbers tell a story. Let’s read it together.”
Budgeting, profitability analysis, and performance tracking that turn your books into decisions you can act on. Quarterly reviews or project-based engagements.
“The numbers tell a story. Let’s read it together.”
Budgeting, profitability analysis, and performance tracking that turn your books into decisions you can act on. Quarterly reviews or project-based engagements.
“Running the business shouldn’t feel like guesswork.”
Standard operating procedures, workflow optimization, and general business consulting for small operators, so the day-to-day runs without you holding it together.
“Money in. Money out. Nothing falling through the cracks.”
Invoicing, payment tracking, vendor bills, and outstanding balances, managed proactively so your cash flow stays predictable and your vendors stay happy.
“Months behind? Years? We’ve seen worse.”
For when life got busy and the books didn’t keep up. We correct errors, reclassify transactions, and bring records current. No judgment, just a clean slate.
“You handle the business. We’ll handle the books.”
Reliable monthly bookkeeping that keeps your records accurate and your reporting current. One steady piece of the broader financial picture we help you manage.
Dennis Chan, Founder
Dennis grew up watching his parents run a small shop, managing bills, tracking sales, and handling payroll. He saw firsthand how the weight of financial management stole their time and energy from the work they loved.
That experience became a calling. Dennis holds a biology degree from Clemson University and began his career in hospital pharmacy before discovering his true path in finance. He went on to earn a bachelor’s in accounting and an MBA, blending technical accounting expertise with strategic business insight. From that foundation we built Broad-Peak Financial to give other business owners what his parents needed most: time and peace of mind.
Our approach is meticulous attention to detail, clear jargon-free communication, and a practical, hands-on touch. We help clients simplify complexity, streamline operations, and pursue sustainable growth.
Outside of work, Dennis is a devoted family man who values time with his wife and two children. The same kind of time we work to protect for every client.
“I treat every client like family — respecting the personal sacrifices behind small businesses — and emphasize long-term planning, strong relationships, and integrity.”
Start a Client Intake
When you’re ready for a real conversation, start with the intake.
The intake is a short questionnaire that walks through your business, current bookkeeping setup, and what you’re looking to get out of the engagement. It gives Dennis the picture he needs to come to the first call with informed answers — not generic questions.
It’s built for small business owners across the U.S. looking for monthly bookkeeping, books cleanup or catch-up work, AR/AP management, financial reporting, or fractional CFO & COO consulting. Most people finish it in under ten minutes.
Let's Start a Conversation
Have a quick question or want to introduce yourself? Send a message and we’ll get back to you.
Send a Message
Tell us a bit about your business and we'll get back to you.