Go from guessing to knowing 

—finally clear on your numbers, confident in your next move, and on a real path to full-time practice ownership with the paychecks to match.

 

A 3-month program that gives wellness practice owners the financial clarity, systems, and roadmap to stop guessing and start building a practice that fully supports them.


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Go from guessing to knowing

—finally clear on your numbers, confident in your next move, and on a real path to full-time practice ownership with the paychecks to match.

 

A 3-month program that gives wellness practice owners the financial clarity, systems, and roadmap to stop guessing and start building a practice that fully supports them.


Book a call

Maybe you don't talk about this out loud.

But late at night, when the clinic shift is done and the kids are finally in bed, and you open your bank account one more time...you're not sure what you're looking at.

Money is coming in. You know that much.

But you don't know if you're actually profitable.

You don't know if your pricing is working.

And if you're really honest - you're not sure this practice is ever going to be able to fully support you.

You're one slow month away from finding out the hard way.

That thought lives in the back of your head more than you'd like to admit. 

So you keep going. Keep working that other clinic job. Keep telling yourself you'll sort out the numbers when things settle down.

But things don't settle down. They just keep moving.

Here's what nobody tells you when you start your own practice:

Revenue is not the same as profit. Being booked is not the same as being financially stable. 

And "figuring it out later" is not a plan.

You need clarity.

A real picture of where your practice stands right now.

A specific number that tells you what it takes to fully support you.

And a plan that gets you there, step by step, so going full-time stops feeling like a gamble and starts feeling like a matter of when.

That's exactly what the Peak Profit Accelerator is built to do.

Imagine what it would feel like to walk into your practice knowing:

 

  • Exactly what you're making, what it costs to run, and what's actually left
  • Your practice is paying you a real salary - consistently, not just when there's enough left over
  • You have a specific number that tells you when you're ready to go full-time
  • Every decision is backed by data, not a gut feeling
  • Going full-time isn't a dream anymore. It's a plan. And you can see exactly how close you are.

This is what's possible when you stop guessing and start working from a real financial foundation.

Not another DIY course.

Not vague. advice from a general business coach who doesn't know your industry.

The clarity, the systems, and the roadmap - built specifically for practice owners like you.

Let’s build it.

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"In the beginning it’s so crucial to get that basic, fundamental business knowledge. My advice to somebody is to definitely invest in that. This (The Peak Profit Accelerator) was the most beneficial investment I made for my business."

 

Jessica \\ Med Spa Owner

You didn't start this practice to stay stuck in the middle.

You're done spliting your time, your energy, and your focus between two jobs. You're ready to: 

  • Know exactly whether your practice is profitable - not guess, not hope, actually know
  • Pay yourself a real salary, every month, without wondering if there's enough left over
  • Have a specific plan that tells you what your practice needs to generate before you can go full-time
  • Make financial decisions with confidence - whether that's adding a service, adjusting your pricing, or planning your next move
  • Stop carrying the financial weight of this practice alone and finally have a system that does the work for you


You’ve got the clinical skills. You've put in the work.

 

Now let's build the financial foundation to match.


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You belong in the Peak Profit Accelerator.


You’ve been building your practice while working your clinic job, and you've made real progress. But you're still operating without a clear financial picture - and you can feel it in every decision you make.

Here’s what you don’t need:

  • Another clinical training that makes you an even better provider, but still doesn’t tell you if your practice is profitable
  • A bookkeeper who records what already happened but can't tell you what to do next
  • A general business coach who doesn't understand the realities of building a wellness practice part-time
  • Another DIY course with 50 modules that you won’t finish
  • More revenue without knowing where it's going or how to keep it
  • Vague advice to "just get more patients" when you don't even know if your current patients are profitable

What you do need?

A strategy. A system. A guide.

That’s exactly what you get inside the Peak Profit Accelerator.

This is a 3-month program designed specifically for practice owners who need both expert guidance AND proven systems they can implement immediately—with personalized support every step of the way.

Through our proven EPT Strategy—Evaluate, Plan, Track—you’ll:

  • Evaluate your practice's real financial picture, understand what's working, and finally know where your money is going
  • Plan for the future with a financial roadmap built around your actual goals - including what it takes to pay yourself consistently and go full-time
  • Track the numbers that matter each week so you always know where you stand and what your next move should be

No more guessing. No more flying blind. No more carrying this alone.

This is how you go from part-time practitioner to full-time practice owner. 

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"Any hesitations I had lasted maybe 5 minutes during the consult call. The Peak Profit Accelerator was definitely worth what we spent for Chelsea to teach us all of these things. I feel much more comfortable and set up now to manage my business finances."

 

Meredith \\ Med Spa Owner

The EPT Strategy

Three simple steps to take you from part-time practitioner to full-time practice owner.

 


Why it matters:
 You can't make smart decisions without real data. This step replaces the guesswork with clarity.

 
Evaluate:

Know Where You Stand


Before you can move forward, you need the full picture. This is where you build the financial foundation that everything else is built on.

  • Calculate your true breakeven - the minimum your practice needs to generate before you're putting anything in your pocket

  • Map every expense so you know exactly what your practice costs to run

  • Determine your minimum required salary so you know what "paying yourself" actually means

  • Calculate your Full-Time Floor - the specific revenue target that tells you when you're ready to go full-time

  • Analyze profitability by treatment so you know exactly which services are worth your time

 


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.


Plan:

Build a Roadmap


This is where your numbers become a plan - and flying blind stops being the only option.

  • Set up your weekly cash management system so you always know what's coming in, what's going out, and what's available

  • Establish your financial cushion so one slow month doesn't derail everything

  • Build a forward-looking roadmap tied to your actual goals - not industry averages or someone else's timeline

  • Know exactly what your practice needs to generate to fully support you, and have a clear plan to get there 

  • Stop making financial decisions based on your bank balance and start making them based on real data


Why it matters: A plan built around your actual numbers is the difference between hoping it works out and knowing when it will.



Why it matters: What you track improves. And what you measure, you can actually hit.

Track:

Stay in Control


Knowing your numbers is only half of it. This is where you build the systems to stay on top of them - without spending hours.

  • Set up your scorecard to track progress toward your Full-Time Floor every single week

  • Update your Weekly CEO Planner with real data so your goals are grounded in reality

  • Build a simple weekly rhythm that keeps you in control in 30 minutes or less

  • Know at any moment exactly how close you are to the number that changes everything

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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.

"What sets the Peak Profit Accelerator apart is that even though its online, there is a lot of one-on-one interaction. The personal sessions over Zoom where we can share the screen and go through things together were super helpful. It helps you get more out of it!"

 

Jessica \\ Med Spa Owner

This is the only program built specifically for where you are right now.


No more guessing whether your practice is actually profitable.
No more making financial decisions based on your bank balance and hoping for the best.
No more wondering if the numbers will ever support you going full-time.

Just a clear plan, a simple system, and a real path forward.

This is the only program built specifically for where you are right now.

 

No more guessing whether your practice is actually profitable.
No more making financial decisions based on your bank balance and hoping for the best.
No more wondering if the numbers will ever support you going full-time.

Just a clear plan, a simple system, and a real path forward.

 

book a call

You’re ready for the Peak Profit Accelerator if…

 

  • You’re a med spa or wellness practice owner who has been building your practice while working your clinic job - and you're ready to stop guessing and start knowing
  • You're bringing in some revenue but have no idea if you're actually profitable - and that uncertainty is starting to wear on you
  • You're tired of making financial decisions by feel because you don't have the data to back them up
  • You've tried spreadsheets, Facebook groups, and general business advice - and none of it was built for someone in your specific situation
  • You're done putting off the financial side until things slow down - because things never slow down
  • You want to go full-time, but you have no idea what it actually takes to get there
  • You're ready for a real plan, built around your actual numbers, that tells you exactly where you stand and what to do next

If you're nodding your head, you're in the right place.

book a call

"Chelsea has helped me change the trajectory of my business by helping me think like a CEO, not just a Nurse Practitioner. That is going to shape the rest of my future."

 

Farrah \\ Wellness Practice Owner

It’s not just about working harder—it’s about working smarter, with support.


Inside the 
Peak Profit Accelerator, you won’t just get the financial tools and systems to grow—you’ll get personalized, hands-on support to help you implement them with confidence.

This is where the guesswork ends and the real work begins - with someone in your corner every step of the way.


The Strategy


You're done trying to piece together financial advice from Facebook groups, YouTube videos, and accountants who don't understand your industry.

Inside the Peak Profit Accelerator, you get a step-by-step financial strategy built specifically for med spa and wellness practice owners who are ready for consistent, full-time paychecks.

  • Understand your numbers - not just your revenue, but what you're actually keeping
  • Build a cash management system that works for where you are right now
  • Create a forward-looking plan tied to your actual goals
  • Make financial decisions backed by data, not gut feelings

All without spending another year wondering if the numbers will ever work out.

The Support


This isn’t a course you’ll be left to implement on your own.

This is a 3-month program that combines live coaching, proven templates, weekly accountability, and personalized feedback—so you're fully supported from diagnosis to implementation.

We don't throw information at you and hope it sticks. We guide you through every step, review your work, and make sure your systems are solid and your confidence is unshakable before you complete the program.


The Resources


From plug-and-play weekly scorecards to weekly cash management and profitability templates—we give you everything you need to implement quickly and effectively.

No blank spreadsheets. No accounting jargon. Just the resources you wish someone had handed you the day you opened your doors.

The Community

(Yes—Even After the Program Ends)


Building a practice while working your clinic job can feel isolating. You won't be doing this alone.

Inside the Peak Profit Accelerator, you're joining a community of practice owners who are in the same in-between - working toward the same goal of full-time practice ownership and the financial foundation to make it real.

After your initial 3 months, you'll have the option to continue as an alumni member - staying connected, getting ongoing support, and keeping momentum as you grow.

Because this isn't just about one good month. It's about building a practice - and a life - that fully supports you long term.

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"I think it's really nice to have somebody who is an expert in this field to help you know where other businesses are in the similar market field, know what the trends and patterns are so that you can best plan for the future. I think it's just really something everybody should have on their team."

 

Dr. Nicole \\ Wellness Practice Owner

Stop guessing.  Start Building


You've found the support, the strategy, and the step-by-step system to build a practice that fully supports you - and a clear path to full-time practice ownership. Let's build it, together.


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What’s Included

01. 

Bi-Weekly Private 1-on-1 Sessions

You don't need more information - you need someone in your corner who knows your numbers.

Every other week for 3 months, you'll have a private session with Chelsea to work through your specific situation, get answers to your real questions, and make sure you're implementing the right things in the right order.

This is personalized guidance built around your practice - not generic advice, not a group call where you wait your turn. Just focused, one-on-one support that keeps you moving forward.

02. 

The Complete Evaluate-Plan-Track System

This is the financial foundation your practice has been missing.

Through the EPT Strategy, you'll build the systems, tools, and clarity to know exactly where your practice stands, where it's going, and what it's going to take to get you there full-time.

âś“ Your Breakeven Blueprint - the full picture of what your practice costs to run and what it needs to generate before you're paying yourself anything

âś“ Your Full-Time Floor - the specific revenue target that tells you exactly when you're ready to go full-time

âś“ Your Weekly CEO Planner - a simple cash management system that keeps you in control every week in 30 minutes or less

âś“ Your profitability analysis by treatment so you know exactly which services are worth your time

âś“ Your annual plan and scorecard so you always know how close you are to the number that changes everything

03. 

Weekly Personalized Feedback

This is where the real learning happens.

Each week you'll complete your exercises and submit them for personal review. You'll get back specific, actionable feedback on your numbers, your plan, and your next move - in plain language, not accounting jargon.

No wondering if you're doing it right. No waiting until your next call to get unstuck. Just clear direction, every single week, so you always know exactly what to do next.

04. 

Semi-Monthly Live Group Coaching

Twice a month for 3 months, you'll join a live coaching session with Chelsea and a small group of practice owners who are working toward the same goal.

Bring your questions, your numbers, and your challenges.

You'll get real answers in real time, learn from what other practice owners are working through, and leave every call with clarity on your next move.

Because sometimes the most valuable thing isn't a private session - it's hearing that someone else is asking the exact same question you've been afraid to ask.

05. 

The Peak Profit Collective Community

Building a practice while working your clinic job can feel isolating.

Inside the Peak Profit Collective, you're surrounded by practice owners who are in the exact same in-between - working toward full-time ownership, navigating the same financial questions, and building the same foundation.

Ask questions between calls. Celebrate the wins - big and small. Get support from people who actually get what you're going through.

You're never left to figure this out alone.

01. 

One-on-One Profit Jumpstart Sessions
You don’t need more information—you need personal guidance. That’s why we kick things off with four weekly, 1:1 consulting sessions designed to dig deep, fast. We’ll evaluate your financials, uncover hidden leaks, and build your personalized profitability roadmap so you can finally stop guessing and start leading with clarity. This is your jumpstart into CEO-level strategy. 

02. 

Done-for-You Templates & Tools
From weekly scorecards to cash flow trackers to profitability worksheets—you’ll get plug-and-play templates that take the guesswork out of every step. These are the exact tools I use with clients to create real financial clarity and control. They’re yours to use now and revisit again and again as your business grows.

03. 

Ongoing Access to Our Private Client Community
Support doesn’t stop when your sessions do. You’ll have the option to continue on with access to an exclusive, private online space - along with a monthly live call, where past and current clients come to ask questions, celebrate wins, and get expert feedback. You’re never left to figure it out alone.

"After working with Peak Financial Wellness I have the clarity I need to move forward and make good business decisions. Many medical practices fail within the first 5 years of being in business, and I don’t want to be one of the ones that fails. I feel like Chelsea is a key player in helping me learn the skills I need to be successful in my business."

 

Farrah \\ Wellness Practice Owner

You've done the hard part. You built something real.

Now let's build the financial foundation to match.

 

Book a clarity call today and find out if the Peak Profit Accelerator is the next right step for you.

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"Why are we not getting a paycheck when we're doing very well on paper?" That was the question we were asking ourselves before we decided to hire Peak Financial Wellness. We talked to other companies and tried to get some ideas about where do we need to spend in marketing and where, what else could we do or what did we need to bring in? But nothing really felt as right as when we had that consult with Chelsea. When we talked to you the first time, it gave us that feeling like you were our financial therapist. When we when we hung up, we were like, OK, we feel like there could be a light at the end of the tunnel. The stress level is so much lower now that we have PFW in our corner. I don't work on Saturdays and Sundays like I used to because I used to worry over it all so much."

 

Jennifer & Candace // Wellness & Aesthetic Practice Owners

If you’re still here, reading this, it’s no accident.

The Peak Profit Accelerator is for you.

 

Because deep down, you already know what's true.

You know you can't keep making financial decisions without real data. You know one slow month shouldn't have the power to derail everything. You know the answer to "can I go full-time?" shouldn't be "I have no idea."

You could keep putting off the financial side until things slow down. But things don't slow down. And the longer you wait, the longer you stay stuck in the in-between.

You built this practice for a reason. Let's build the financial foundation that gets you there.

The path from part-time practitioner to full-time practice owner starts here.

 

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MEET CHELSEA

I'm a CPA and Fractional CFO who has worked with wellness practice owners at every stage - and I know exactly what it feels like to build something real without a clear financial roadmap.

I created the Peak Profit Accelerator specifically for med spa and wellness practice owners who are doing the work, seeing the patients, and still wondering if the numbers will ever support them going full-time.

They will. You just need the right foundation.

No fluff. No guesswork. Just clarity, confidence, and a real plan.

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

MEET CHELSEA

 

I'm a CPA and Fractional CFO who has worked with wellness practice owners at every stage - and I know exactly what it feels like to build something real without a clear financial roadmap.

I created the Peak Profit Accelerator specifically for med spa and wellness practice owners who are doing the work, seeing the patients, and still wondering if the numbers will ever support them going full-time.

They will. You just need the right foundation.

No fluff. No guesswork. Just clarity, confidence, and a real plan.

Book a Call

If you’re still here, it means this is exactly what you’ve been looking for.

 

You're ready to stop guessing and start knowing. You're ready to stop making financial decisions by feel and start making them with confidence. You're ready to build the foundation that takes you from part-time practitioner to full-time practice owner.

Don't let another day go by wondering if the numbers will ever work out.

Join the Peak Profit Accelerator today - and let's build the plan that gets you there.

Your next chapter starts now.

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