Did you start your business because you wanted to help people and make a difference in the world? I can relate!
I started Peak Financial Wellness as a passion project on the side while I was still working as a corporate controller to help people with financial literacy. I quickly realized how underserved small business owners were and how much more I could help. Financial literacy is still at the heart of the business.
NICE TO MEET YOU
I'm Chelsea Zainea
After spending the first couple of years of my career in traditional public accounting doing auditing and tax work, I spent over a decade in corporate. I kept coming back to the same issue. I was unfulfilled and feeling like I wasn’t really helping people with money in the way that I had intended to when I became a CPA. I decided to change all of that and Peak Financial Wellness came to be.
After seeing how much more I could help business owners, I knew I didn’t want to do traditional historical bookkeeping and just throw clients a report at the end of the month. I wanted to use what I’ve learned along the way to actually help people. While knowing your numbers and having accurate bookkeeping is important (and we’ll take care of it for you), knowing what to do with those numbers is even more integral in growing your business. We’ll give you the clarity and guidance you need to maximize your profit and grow a business that makes a difference.
Afterall, greater profits equal greater impact.
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Being the oldest of four kids and witnessing my own parents’ financial struggles first hand, a seed was planted at a young age for financial security. I was a little lost my junior year of high school when my mom suggested that I become a CPA.
While working on my accounting degree at BGSU, my husband (then boyfriend) suggested that I read a personal finance book that he had read. I loved it and my passion for learning all things personal finance started! I went on to get my MBA and CPA and have worked in both public and corporate accounting over the years.
"Chelsea has been amazing to work with. She has helped our new business get a better grasp on our finances. Our monthly meetings have helped us with budgeting and planning so that we can better project where our business is headed and help us continue to grow. Chelsea and Peak Financial Wellness are a key part of our business team and we’d highly recommend her to others."
- Nicole Short
"One of the best decisions I have made was hiring PFW!! As a small business owner I have appreciated Chelsea helping me to set monthly goals and helping to take my business to the next level! She’s very passionate about what she does, listens well, and does thorough work! I highly recommended her!"
- Stephanie Custis
"I'm a service professional and not a numbers person. I hired Chelsea after trying to manage my own books for a few years. She cleaned up my errors and a few categories so that when we run reports I'm thoroughly confident of their accuracy. She answers all my questions in a way I can understand. I love having peace of mind when it comes to my business' finance. Chelsea is a critical part of my team. I highly recommend her!"
- Erin May
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