People, Passion, Performance

About TruPeak

TruPeak provides high-impact financial leadership to organizations navigating growth, transition, or financial complexity. Led by Mike Woodin, an experienced CFO with a proven track record in corporate finance, non-profits, and higher education, TruPeak delivers strategic financial oversight to optimize performance and ensure long-term success. We build efficient, dynamic and sustainable solutions that provide insight into financial position and enable strategic decision-making.

Fractional & Interim CFO Services

Scope of Services

Driving Financial Clarity, Strategy & Performance

Financial Planning & Analysis

TruPeak

• Oversee financial forecasting, budgeting and cash projections
• Prepare profit & loss statements, balance sheets and financial analyses to support strategic goals
• Develop a budget narrative for board presentations

Financial & Capital Expenditure (CapEx) Planning

TruPeak

Develop financial and CapEx plan for a long range (3-10 year) strategic outlook

Cash Flow & Resource Management

TruPeak

• Ensure sufficient liquidity for operations and strategic initiatives
• Optimize accounts receivable collection processes

Month-End Close & Compliance

TruPeak

• Oversee month-end close process for accuracy and compliance
• Ensure compliance with regulatory reporting, payroll drawdowns, grant management and other financial regulations
• Coordinate with external auditors to complete the annual financial audit, Single Audit and Form 990

Risk Management & Cost Control

TruPeak

• Implement internal controls to mitigate financial risk
• Identify and execute cost-saving initiatives to enhance profitability

Strategic Leadership & Team Development

TruPeak

• Align financial strategies with organizational goals
• Mentor and develop accounting and revenue cycle management teams

Financial Reporting & Board Engagement

TruPeak

• Deliver timely financial reports for senior leadership, the finance committee, and the Board of Directors
• Actively participate in key organizational meetings, including Senior Leadership Team Meetings, Finance Committee Meetings, Board Meetings and Strategic Planning Sessions

leadership advisory services

Scope of Services

Empowering Leaders to Inspire, Execute & Drive Strategic Impact

Permanent Staffing
Financial Planning & Analysis
  • Oversee financial forecasting, budgeting and cash projections
  • Prepare profit & loss statements, balance sheets and financial analyses to support strategic goals
  • Develop a budget narrative for board presentations
Temporary Staffing
Financial & Capital Expenditure (CapEx) Planning

Develop financial and CapEx plan for a long range (3-10 year) strategic outlook

Contract Staffing
Cash Flow & Resource Management
  • Ensure sufficient liquidity for operations and strategic initiatives
  • Optimize accounts receivable collection processes
Month-End Close & Compliance
  • Oversee month-end close process for accuracy and compliance
  • Ensure compliance with regulatory reporting, payroll drawdowns, grant management and other financial regulations
  • Coordinate with external auditors to complete the annual financial audit, Single Audit and Form 990
Career Growth Skills
Risk Management & Cost Control
  • Implement internal controls to mitigate financial risk
  • Identify and execute cost-saving initiatives to enhance profitability
Strategic Leadership & Team Development
  • Align financial strategies with organizational goals
  • Mentor and develop accounting and revenue cycle management teams
Financial Reporting & Board Engagement
  • Deliver timely financial reports for senior leadership, the finance committee, and the Board of Directors
  • Actively participate in key organizational meetings, including Senior Leadership Team Meetings, Finance Committee Meetings, Board Meetings and Strategic Planning Sessions
People, Passion, Performance

Why TruPeak?

Tailored consulting solutions that deliver measurable impact.
Discover Talent
Expertise

Decades of experience in financial leadership across multiple industries

Award Winning Services
Strategic Vision

Helping organizations scale and optimize financial performance

Special Recruitment Plans
Hands on Approach

Active engagement with leadership teams to drive results

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Get in Touch

Let’s build a stronger future — together.