Business Details
Trusted Accounting & Advisory Services for Law Firms and Businesses
Maxfield Peterson has been dedicated to empowering clients through innovative accounting and advisory solutions since our founding. Our team combines decades of experience in tax planning, financial management, and strategic consulting to serve businesses, law firms, and nonprofits. We prioritize personalized service, leveraging our expertise to address unique client needs while maintaining a commitment to technical excellence and ethical standards. Our professionals have advised organizations ranging from Fortune 500 companies to small businesses, delivering data-driven insights that drive long-term success.With specialized knowledge in law firm management and succession planning, we help clients navigate complex challenges and achieve both personal and professional goals. Our reputation for integrity and client-focused solutions has been built through consistent delivery of measurable value across diverse industries.
Services
Tax Planning
Accounting Services
Business Consulting
Law Firm Advisory
Succession Planning
Strategic Management
Nonprofit Consulting
Mergers & Acquisitions
Highlights and features
- We offer 30+ years of experience in law firm consulting and financial management.
- Our team holds CPA and legal credentials for comprehensive business advisory services.
- We provide customized succession planning solutions for professional service firms.
- Our client-centric approach prioritizes measurable financial outcomes and strategic growth.
- We combine technical excellence with practical industry insights for actionable results.
What people say
Technical excellence
Personalized solutions
Strategic insights
Industry expertise
Reliable advisors
Services
Tax Planning
Our tax planning services optimize financial outcomes through strategic compliance and proactive planning. We specialize in complex tax scenarios for businesses and high-net-worth individuals, ensuring regulatory adherence while minimizing liabilities. Our approach combines technical expertise with industry-specific insights to maximize tax efficiency.
Law Firm Consulting
We provide specialized consulting for law firms covering mergers, partner compensation, and operational efficiency. Our experts address governance challenges and succession planning with tailored solutions that enhance profitability and organizational stability while maintaining cultural integrity.
Succession Planning
Our succession planning services ensure business continuity through structured transition frameworks. We develop customized strategies for leadership transitions, ownership transfers, and retirement planning, addressing both financial and operational aspects to preserve organizational value.
Strategic Management
We deliver strategic management consulting focused on growth optimization and operational improvement. Our services include market analysis, profitability enhancement, and implementation of performance-driven frameworks that align with long-term business objectives across diverse industries.
Nonprofit Consulting
Our nonprofit consulting services address governance, financial sustainability, and program effectiveness. We help organizations develop strategic plans, secure funding, and implement operational improvements while maintaining compliance with regulatory requirements for tax-exempt entities.
People
Stephen M. (Pete) Peterson
Managing Director
CPA with 30+ years of experience in accounting and law firm consulting. Former CFO for international law firms and adjunct professor at University of Denver Sturm College of Law. Specializes in strategic planning and mergers.
Cathryn Saylor Peterson
Principal
Attorney and tax expert with 30+ years of experience in business consulting. Former managing attorney for Fortune 500 companies. Focus areas include nonprofit management, succession planning, and IRS dispute resolution.
Questions
What accounting services do you offer?
We provide tax planning, compliance, financial reporting, and business advisory services tailored to law firms and professional service organizations.
Do you specialize in law firm consulting?
Yes, we offer specialized consulting for law firm management including mergers, partner compensation, and operational efficiency.
How do you handle succession planning?
We develop customized succession strategies addressing leadership transitions, ownership transfers, and retirement planning for business continuity.
What areas do you serve?
We serve clients in Montrose and Ridgway, Colorado, with national consulting services for law firms and businesses.
Can you assist nonprofit organizations?
Yes, we provide strategic planning, financial sustainability, and compliance services specifically for nonprofit organizations.
