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Hustle less. Earn more. Lead like a CEO.

Strategic Consulting and Bookkeeping Services for Wellness and Aesthetic Businesses.

Let’s Work Together

Hustle less. Earn more. Lead like a CEO.

Strategic Consulting and Bookkeeping Services for Wellness and Aesthetic Businesses.

Let’s Work Together

We help wellness and aesthetic entrepreneurs like you build the financial foundation to scale to $1m+ profitably– without sacrificing your peace, paycheck, or freedom

You’ve got the vision.
We’ve got the financial strategy to get you there.

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.

 

It’s all right here.

Create 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.

 

It’s all right here.

Create Profitable Growth

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

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.

Get Help

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

"I feel like Chelsea and Peak Financial Wellness are very passionate about my business and really wants to see my business succeed, and honestly, she challenges me to do better! The time I have with Chelsea focusing on where we are and where we need to be has just been amazing for me." 

 

Krista // Wellness Business Owner
See more client success stories

MEET CHELSEA

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
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
FREE TRAINING


Maximizing Marketing ROI: 3 Metrics Every Practice Owner Must Track

In this free training, you’ll learn the three essential metrics every practice owner must track to maximize marketing ROI and stop wasting money on strategies that don’t convert.

Get the training