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Create the clarity, confidence, and profitable growth you deserve

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Create the clarity, confidence, and profitable growth you deserve

Learn more

Create  Clarity Confidence Profitable Growth

Create Clarity Confidence Profitable Growth

You want to step into your role as a CEO and out of the hustle of being a full-time provider. So you need three things:

01. 

Strategy.
Our EPT Strategy (Evaluate, Plan, Track) gives you the clarity to make data-driven decisions and scale profitably with a real plan. No more winging it.

02. 

Support.
One-on-one consulting with a financial expert. We don’t throw information at you. We walk beside you, hand-in-hand, until your systems are solid and your confidence is unshakable.

03. 

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

 

We’ve got everything you need.

You want to step into your role as a CEO and out of the hustle of being a full-time provider. So you need three things:

01. 

Strategy.
Our EPT Strategy (Evaluate, Plan, Track) gives you the clarity to make data-driven decisions and scale profitably with a real plan. No more winging it.

02. 

Support.
One-on-one consulting with a financial expert. We don’t throw information at you. We walk beside you, hand-in-hand, until your systems are solid and your confidence is unshakable.

03. 

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

 

We’ve got everything you need.

Let’s Work Together

The Peak Profit Accelerator

Your financial foundation to scale to $1m+ profitably. 

 

 With our EPT Strategy, you’ll go from overworked provider to well-paid CEO–finally confident in your numbers, clear on your next move, and fully in control of your growth.

Built specifically for wellness and aesthetic practice owners ready to scale profitably–without the burnout.

Learn more

 With our EPT Strategy, you’ll go from overworked provider to well-paid CEO–finally confident in your numbers, clear on your next move, and fully in control of your growth.

Built specifically for wellness and aesthetic practice owners ready to scale profitably–without the burnout.

Learn more

 

Peak Bookkeeping

Done-for-you numbers you can finally trust. 

 

No more late reports, confusing data, or unanswered questions. Our high-touch bookkeeping team specializes in wellness and aesthetics—and delivers accurate, timely financials you can rely on.

Plus, you’ll get access to The Peak Collective, so you have ongoing support beyond the numbers.

BOOK A CALL

The Peak Collective

The community to keep your momentum (and confidence) growing. 

 

Scaling can feel lonely, but you won’t be doing this alone. The Collective is a private community for past and current clients to ask questions, share wins, and get support.

It includes a live monthly call with a financial expert, so you’ll always have real-time answers and guidance.

APPLY NOW

Scaling can feel lonely, but you won’t be doing this alone. The Collective is a private community for past and current clients to ask questions, share wins, and get support.

It includes a live monthly call with a financial expert, so you’ll always have real-time answers and guidance.

APPLY NOW

"I think Peak Financial Wellness is such a unique business set up. There was something about the services that she offers that are very unique to an entrepreneur like myself who needed not only guidance on what to do, but how to do it. She has been a great resource to help me move my business forward."

 

Amy // Wellness Practice Owner
See more client success stories

MEET CHELSEA

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

 

MEET CHELSEA

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

 

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.

I’ve been in the trenches ever since, figuring out how to build a profitable business without the overwhelm.

As a CPA and Fractional CFO for multi-million dollar med spas, I’ve seen firsthand what happens when practice owners try to scale without a clear plan for profitability. It’s stressful, costly, and totally avoidable.

That’s why I created the Peak Profit Accelerator—a hands-on program that helps you finally get a grip on your numbers, build a smart financial plan, and track what really matters so you can scale your business without burnout.

No fluff. No guesswork. Just clarity, confidence, and results.

Learn more about me

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.

I’ve been in the trenches ever since, figuring out how to build a profitable business without the overwhelm.

As a CPA and Fractional CFO for multi-million dollar med spas, I’ve seen firsthand what happens when practice owners try to scale without a clear plan for profitability. It’s stressful, costly, and totally avoidable.

That’s why I created the Peak Profit Accelerator—a hands-on program that helps you finally get a grip on your numbers, build a smart financial plan, and track what really matters so you can scale your business without burnout.

No fluff. No guesswork. Just clarity, confidence, and results.

Learn more about me