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Clarity. Confidence. Profitable Growth

 

Get the financial systems, the clarity, and the roadmap to run your practice profitably.

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Clarity. Confidence. Profitable Growth

 

Get the financial systems, the clarity, and the roadmap to run your practice profitably.

Book a call

Clarity. Confidence. Profitable Growth.

Clarity. Confidence. Profitable Growth.

You're a clinician first. But you also need to run a business, and that means stepping into your role as CEO.

So you need three things:

01. 

Systems.
Our EPT System (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.

 

It all starts with a call.

Book a Call

You're a clinician first. But you also need to run a business, and that means stepping into your role as CEO.

So you need three things:

01. 

Systems.
Our EPT System (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.

 

It all starts with a call.

Book a call

Let’s Work Together

The Peak Profit Accelerator

Your financial foundation to run a profitable practice, without the guesswork.

 

In this 3-month, one-on-one consulting program, we implement our EPT System - Evaluate, Plan, Track, inside your actual practice. 

Through one-on-one calls, hands-on templates, and personalized feedback on your real numbers, you'll get the financial systems, the clarity, and the roadmap you need to run your practice profitably, and make every major decision with confidence.

Whether you want to take a full-time salary, hire another provider, buy a device, or just feel confident that your practice is profitable, this is the system that will get you there. By the end, you're not just looking at your numbers. You're leading with them, like the CEO you already are.

 

Book a Call

In this 3-month, one-on-one consulting program, we implement our EPT System - Evaluate, Plan, Track, inside your actual practice. 

Through one-on-one calls, hands-on templates, and personalized feedback on your real numbers, you'll get the financial systems, the clarity, and the roadmap you need to run your practice profitably, and make every major decision with confidence.

Whether you want to take a full-time salary, hire another provider, buy a device, or just feel confident that your practice is profitable, this is the system that will get you there. By the end, you're not just looking at your numbers. You're leading with them, like the CEO you already are.

 

Book a Call

 

Peak Bookkeeping

Numbers you can finally trust. 

 

Done-for-you Bookkeeping and Forecasting

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

We handle the month-to-month work so you always know exactly where you stand, without wading through spreadsheets or guessing what your numbers mean. From clean books to clear financial statements, you'll finally have the numbers you need to make confident decisions - whether that's paying yourself consistently, planning ahead for taxes, or getting ready for your next big move.

Not ready for done-for-you bookkeeping?

If you're just starting out, we'll get you set up with the systems and training you need to maintain a basic set of books yourself, until you're ready to hand it off. No confusing software tutorials or generic templates that don't fit your practice.

Just simple, straightforward training built specifically for med spas and wellness practices. You'll learn exactly what to track, how to read it, and when it's time to bring in extra support, so you're never flying blind while you're building.

 

BOOK A CALL

Custom Consulting

The financial advice you need, when you need it.

 

Whether you're weighing a specific decision, like hiring, buying a device, or signing a lease, or you simply want a regular cadence of support, our custom consulting meets your practice exactly where it's at. 

We'll dig into your specific question or situation, walk you through what your numbers are actually telling you, and give you the clarity you need to move forward with confidence. No long-term commitment required, just the financial advice you need, when you need it.

Book a Call

Whether you're weighing a specific decision, like hiring, buying a device, or signing a lease, or you simply want a regular cadence of support, our custom consulting meets your practice exactly where it's at. 

We'll dig into your specific question or situation, walk you through what your numbers are actually telling you, and give you the clarity you need to move forward with confidence. No long-term commitment required, just the financial advice you need, when you need it.

Book a Call

"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

CPA & Consultant for Med Spas and Wellness Practice Owners // Bookkeeping Firm CEO

 

MEET CHELSEA

CPA & Consultant for Med Spas and Wellness Practice Owners // Bookkeeping Firm CEO

 

Like you, I took the leap from a corporate job to build something of my own: Peak Financial Wellness, a bookkeeping and consulting firm for med spas and wellness practices.

Starting out as a Fractional CFO for multi-million-dollar med spas, I've seen the same pattern play out again and again. Smart, capable practice owners making six-figure decisions, like hiring, buying equipment, or signing a lease, on gut feeling instead of real numbers. They had bookkeeping. It just wasn't enough on its own to tell them if they were actually ready.

That's why I built the EPT System: a simple system for evaluating, planning, and tracking your numbers, so every major decision is backed by real data instead of a guess.

I believe your practice should support your life, not consume it. That's why I love catching clinicians in their first couple of years of practice ownership, before big growth decisions turn into problems instead of after.

Learn more about me

Like you, I took the leap from a corporate job to build something of my own: Peak Financial Wellness, a bookkeeping and consulting firm for med spas and wellness practices.

Starting out as a Fractional CFO for multi-million-dollar med spas, I've seen the same pattern play out again and again. Smart, capable practice owners making six-figure decisions, like hiring, buying equipment, or signing a lease, on gut feeling instead of real numbers. They had bookkeeping. It just wasn't enough on its own to tell them if they were actually ready.

That's why I built the EPT System: a simple system for evaluating, planning, and tracking your numbers, so every major decision is backed by real data instead of a guess.

I believe your practice should support your life, not consume it. That's why I love catching clinicians in their first couple of years of practice ownership, before big growth decisions turn into problems instead of after.

Learn more about me