ABOUT WORK WITH US CLIENT SUCCESS STORIES

Go from cash flow chaos to CEO-level clarity

—finally confident in your numbers, clear on your next move, and in control of your bank account.

 

A 4-week mini course built specifically for wellness and aesthetic practice owners to master the same proven cash flow system my high-performing clients use—so you can finally see where your money is going, pay yourself consistently, and make confident decisions without the overwhelm.

Enroll Now

Go from cash flow chaos to CEO-level clarity

—finally confident in your numbers, clear on your next move, and in control of your bank account.

 

A 4-week mini course built specifically for wellness and aesthetic practice owners to master the same proven cash flow system my high-performing clients use—so you can finally see where your money is going, pay yourself consistently, and make confident decisions without the overwhelm.

Enroll Now

You're bringing in six figures... so why does your bank account feel like a mystery?

If you're an aesthetic or wellness practice owner who's:

  • Making good revenue on paper but constantly wondering where all the money actually goes
  • Working your tail off as the main provider while juggling team management, payroll, and a million other decisions—yet your personal paycheck doesn't reflect the hours you're putting in
  • Using credit cards or dipping into savings to cover gaps, even during busy months (and feeling frustrated that "success" still feels this stressful)
  • Craving real clarity on whether you can afford that new hire, equipment purchase, or space expansion—without just crossing your fingers and hoping it works out
  • Ready to stop running your business by gut feeling and start making confident, data-driven decisions like the CEO you're meant to be

...then you're in exactly the right place.

The truth? You don't need more clients or longer hours. You need a proven system that shows you exactly what's happening with your money—and gives you the tools to take control of it.

The Cash Flow Crash Course gives you that system in just 4 weeks. No finance degree required. No hours of number-crunching. Just a simple weekly system that my private clients use to transform their practices from "busy and broke" to profitable and peaceful.

ENROLL NOW

"Before (working with Peak Financial Wellness), I was making money, but it was just disappearing—almost like I was working for free. Now, I see exactly where my money is going, I pay myself, and I have a plan for growth."

 

Lindsey \\ Aesthetic & Wellness Practice Owner

Most practice owners think getting control of their finances means hiring a bookkeeper or learning QuickBooks. 

But there's a better way—and it only takes three simple steps."

Gather. Plan. Command. The simple system that turns financial confusion into CEO-level confidence.

Step 1:

GATHER

Set Your Foundation & Collect Your Numbers

Get crystal clear on your break-even and gather all the financial data you need in one organized place. No more hunting through bank statements or guessing at numbers—you'll know exactly what information matters and where to find it in minutes.

 
Step 2:

PLAN

Build Your Weekly CEO Cash Planner

Transform your numbers into a powerful weekly plan that shows you exactly what's coming in, going out, and staying in your business. You'll see your financial future before it happens and set yourself up to pay yourself like a wealthy CEO—not just when there's "extra" money.

Step 3:

COMMAND

Make Confident Decisions & Track Reality

Use your planner as your personal CFO tool to answer "Can I afford this?" in seconds, make strategic decisions about investments and debt, and update your actuals weekly to stay in complete control of your cash flow. This is where the magic happens—and where profits grow.

ENROLL NOW

The Cash Flow Crash Course is a perfect fit for you if you're:

 

  • Staring at your bank account after a great month thinking, "Wait... where did it all go?"—and you're tired of feeling confused about money that should be there
  • Hesitating on decisions that could grow your business (like hiring that assistant or buying new equipment) because you genuinely don't know if you can afford it—and you're exhausted from making choices based on hope instead of data
  • Embarrassed that you don't fully understand your own financials—and avoiding looking at the numbers because they just make you feel more confused and stressed
  • Throwing money at marketing (or staff, or systems) with no real idea what's actually working—and frustrated that you're spending blindly instead of strategically
  • Working way too hard to still feel this broke—missing your kid's game, skipping that vacation again, wondering if you'd actually make just as much (and stress way less) working for someone else

 

The Cash Flow Crash Course is a perfect fit for you if you're:

 

  • Staring at your bank account after a great month thinking, "Wait... where did it all go?"—and you're tired of feeling confused about money that should be there
  • Hesitating on decisions that could grow your business (like hiring that assistant or buying new equipment) because you genuinely don't know if you can afford it—and you're exhausted from making choices based on hope instead of data
  • Embarrassed that you don't fully understand your own financials—and avoiding looking at the numbers because they just make you feel more confused and stressed
  • Throwing money at marketing (or staff, or systems) with no real idea what's actually working—and frustrated that you're spending blindly instead of strategically
  • Working way too hard to still feel this broke—missing your kid's game, skipping that vacation again, wondering if you'd actually make just as much (and stress way less) working for someone else

Here's what I know about you:

You're smart. You're capable. You didn't build a six-figure practice by accident.

But somewhere along the way, the money part became overwhelming—and instead of getting clearer as you grew, it only got murkier. You started second-guessing yourself. Avoiding the numbers. Making decisions reactively instead of strategically.

That ends now.

You don't need to become a financial expert or hire an expensive CFO to get control of your cash flow. You just need someone who understands your world—the chaos of running a practice, the pressure of payroll and restocking inventory, the dream of finally paying yourself well—to show you exactly what to track, how to plan, and how to make decisions with confidence.

That's exactly what this course does. And you're absolutely ready for it.

ENROLL NOW

Imagine What's Possible When You Have Total Cash Flow Clarity

Picture this: It's four weeks from now, and...

  • You confidently answer "yes" to that equipment purchase—because you're looking at your Weekly CEO Cash Planner and you can see exactly how it fits.. No more guessing. No more anxiety. Just clear, data-backed decisions.
  • You're on the path to paying yourself a consistent, CEO-level salary—following the exact 7-step roadmap that prioritizes your pay strategically. You know what comes first, what comes next, and you're making real progress instead of just winging it.
  • You finally take yourself off that exhausting provider schedule one day a week—because you know exactly how much you need to bring in to maintain your lifestyle, and you've built a plan to get there without burning yourself out.
  • You sleep better at night—because the constant money anxiety and "what if" scenarios have been replaced with a clear plan and real numbers you can trust.
  • You stop second-guessing every business decision—because you have your personal CFO tool right at your fingertips, showing you what you can afford and what you can't, in plain English.
  • You finally understand where your money is going—and more importantly, you have a system to make sure it goes where you WANT it to go. Your business is working for you now, not the other way around.
ENROLL NOW

Since working with PFW, we finally feel confident in our financial decisions, and seeing our future projections is priceless as we prepare for what's ahead. It’s taken a huge weight off, and we feel much more confident about our financial future.”

 

Dr. Nicole \\ Wellness Practice Owner
What's Inside the

Cash Flow Crash Course


The result: Clear targets, a realistic roadmap, and the confidence to finally pay yourself like the successful business owner you are.

 
Module 1:

The Wealthy CEO Blueprint: Your 7-Step Path to Peak Profits


The Foundation: Know Your Numbers, Get On Track

This is where everything changes. You'll get the exact 3-account banking structure with specific dollar targets for each, plus the 7-step priority system that takes you from "barely breaking even" to "wealthy CEO taking regular distributions"—in the right order, at the right time.

Inside this module:

  • The 3-account banking structure with exact dollar targets for each account
  • The 7-step roadmap showing exactly what to prioritize and when—from baseline to owner distributions
  • Why the ORDER is critical (skipping ahead costs money and peace of mind)
  • How to know when you're ready to move to the next wealth-building step


Why it matters: You didn’t build this business to feel like an overworked employee. This step helps you shift from just getting by to building a business that supports your life—not the other way around.

module 2:

The Peak Money Prep System


Get Organized Once, Stay Organized Forever

This module ends the Sunday scavenger hunt through bank accounts and statements. You'll get the exact system to gather everything for your Weekly CEO Cash Planner in one session—so you never waste time hunting for numbers again and finally know your TRUE break-even.

Inside this module:

  • The three expense types and how to organize them—so nothing falls through the cracks
  • The savings method that helps you prepare (not panic) for big one-off expenses like malpractice insurance
  • How to calculate your true break-even—most owners get this wrong
  • Your complete Expense Master List with every due date organized in one place forever


The result: No more scrambling or forgotten bills—just a smooth, organized system that makes managing your money feel easy, plus the exact revenue target needed to keep the doors open.

The result: Total cash flow command, visibility into your financial future, and the confidence to make big decisions without crossing your fingers.

Module 3:

The Weekly CEO Cash Planner: Your Personal CFO Tool

 

The Game-Changer: Your Budget + Forecast in One Powerful Tool

This is the tool that changes everything. The Weekly CEO Cash Planner shows exactly what's coming in, going out, and staying in your business for the next 13+ weeks—answering "Can I afford this?" in seconds and giving you the clarity to make confident decisions.

Inside this module:

  • Complete walkthrough of the Weekly CEO Cash Planner setup for YOUR practice
  • How to forecast income and expenses so you see problems and opportunities weeks in advance
  • The simple weekly update that keeps you in control without taking over your life
  • How to make real-time decisions about hiring, investing, or cutting back with actual data


Why it matters: Growth without tracking is just expensive guessing. These systems make it easy to make informed decisions week after week—so you don’t lose momentum or end up back where you started.

module 4:

Strategic Debt Mastery: When & How to Leverage for Growth


Smart Money Moves: Using Debt as a Tool, Not a Trap

Debt isn't inherently bad—but one-size-fits-all "rules" don't work for every practice. This module gives you my nuanced approach with hard rules to protect you, guidelines to empower you, and the freedom to make the right choice for YOUR business.

Inside this module:

  • The "ROI Rule" for deciding if financing makes sense—will debt grow your wealth or drain it?
  • The debt payoff priority system—which debts to tackle first and why focusing on one at a time builds momentum
  • My hard rules protecting you from common traps like "Yo-Yo Debting" and destructive payday loans
  • When to pay off aggressively vs. carry to maturity, when retirement contributions make sense alongside debt payoff, and which debt types to avoid completely


The result: Strategic debt decisions—not fear-based ones. You'll know when to borrow, when to pay off, and when to let low-interest debt ride while building wealth elsewhere.

ENROLL NOW

"The changes in our business since working with Chelsea are night and day. Now, I actually have money in my bank account! I understand how my finances work, how much I need to bring in, and how to allocate my revenue."

 

Lindsey \\ Aesthetic & Wellness Practice Owner

Burning Questions other aesthetic and wellness owners have had before working with us:

There’s no easy button for cash flow chaos

(but you know that)

 

You didn't build a six-figure practice by accident. You took a massive risk, invested everything, and worked harder than most people will ever understand.

This isn't about the spreadsheet. This isn't even really about the money.

This is about getting your LIFE back. About finally feeling like your business is working FOR you instead of against you. About saying "yes" to the things that matter—without guilt, panic, or financial fear.

You deserve to pay yourself well, make confident decisions, and sleep peacefully knowing your cash flow is handled.

I've worked with plenty of practice owners just like you—smart, driven, overwhelmed—who thought they'd never "get" the numbers. Who avoided their bank accounts. Who felt embarrassed they didn't have this figured out yet.

Now? They're paying themselves consistently, making strategic decisions with confidence, and building the profitable, sustainable practices they always dreamed of.

The only difference between them and you? They decided to stop waiting for it to magically get easier.

They invested four weeks into learning a system that changed everything. And it did.

You can keep hoping it gets better. Or you can take control right now.

I've got your back. The system works. And you're ready.

 

ENROLL NOW

There’s no easy button for cash flow chaos

(but you know that)


You are not someone who gives up easily. And you're not someone who settles.

You didn't build a six-figure practice by accident.

You took a massive risk. You invested everything—your time, your money, your reputation—into creating something meaningful. You've worked harder than most people will ever understand, shown up on days when you wanted to quit, and kept going even when the path wasn't clear.

This isn't about the spreadsheet. This isn't even really about the money.

This is about getting your LIFE back. This is about finally feeling like your business is working FOR you instead of against you. This is about being able to say "yes" to the things that matter—without guilt, without panic, without wondering if it's going to break you financially.

You deserve to pay yourself well. You deserve to make confident decisions. You deserve to sleep peacefully at night knowing your cash flow is handled.

And you absolutely have what it takes to make this happen.

I've worked with plenty of practice owners just like you—smart, driven, overwhelmed—who thought they'd never "get" the numbers. Who avoided their bank accounts. Who felt embarrassed that they didn't have this figured out yet.

And now? They're paying themselves consistently. Making strategic decisions with confidence. Building the profitable, sustainable practices they always dreamed of.

The only difference between them and you is that they decided to stop waiting for it to magically get easier.

They chose to invest four weeks—just four weeks—into learning a system that would change everything. And it did.

You can keep doing what you're doing. Keep hoping it gets better. Keep telling yourself you'll figure it out "eventually."

Or you can take control right now.

I've got your back. The system works. And you're ready.

ENROLL NOW

MEET CHELSEA

 

Like you, I took the leap from a cushy corporate job to follow my dreams and start Peak Financial Wellness—a bookkeeping and consulting firm for aesthetic and wellness practices. Those early days were HARD. I was figuring it out as I went, just like you are now.

Here's what I learned fast: You can work incredibly hard and still feel broke if you don't have a system for managing your cash flow.

As a CPA and Fractional CFO for multi-million dollar med spas, I've seen behind the curtain of hundreds of practices. I've watched brilliant providers avoid their bank accounts because the numbers feel too confusing or shameful.

And here's the thing: It's not your fault. No one teaches you this stuff.

That's exactly why I created the Cash Flow Crash Course—to pull out the most transformational piece of my Peak Profit Accelerator so you can start building momentum today.

This is the system that changes everything. The one my clients credit with finally giving them peace of mind, clarity on their numbers, and confidence to make big decisions without the anxiety.

No fluff. No complicated jargon. Just the exact tools you need to take control of your cash flow and run your practice like the profitable business it deserves to be.

 

Fractional CFO & Profit Strategist for Wellness and Aesthetic Practice Owners // Bookkeeping Firm CEO

MEET CHELSEA


Like you, I took the leap from a cushy corporate job to follow my dreams and start Peak Financial Wellness—a bookkeeping and consulting firm for aesthetic and wellness practices. And let me tell you, those early days were HARD. I was figuring it out as I went, just like you are now.

But here's what I learned fast: You can work incredibly hard and still feel broke if you don't have a system for managing your cash flow.

As a CPA and Fractional CFO for multi-million dollar med spas, I've seen behind the curtain of all kinds of practices. I've watched practice owners bring in $3M+ in revenue—and still panic on payroll Friday. I've seen brilliant providers avoid their bank accounts because the numbers just feel too confusing or shameful.

And here's the thing: It's not your fault. No one teaches you this stuff.

That's exactly why I created the Cash Flow Crash Course—to pull out the most transformational piece of my Peak Profit Accelerator and put it in your hands right now, so you can start building momentum today.

This is the system that changes everything. The one my clients credit with finally giving them peace of mind, clarity on their numbers, and the confidence to make big decisions without the anxiety.

No fluff. No complicated accounting jargon. Just the exact tools you need to take control of your cash flow and start running your practice like the profitable business it deserves to be.

ENROLL NOW