As a medspa owner, you’re likely juggling multiple roles—from managing your team to growing your client base. Seriously what the peak??
But if you find yourself stressing over cash flow, profits, or tax season, you're not alone. The financial side of business can feel overwhelming, especially when you're busy perfecting your services.
As a medspa owner, you’re likely juggling multiple roles—from managing your team to growing your client base. Seriously what the peak??
But if you find yourself stressing over cash flow, profits, or tax season, you're not alone. The financial side of business can feel overwhelming, especially when you're busy perfecting your services.
You are worn out by the constant balancing act of managing a business you love. You’re passionate about your Medspa and your clients, but the financial side is taking a toll, leaving you burnt out and wondering if it’s sustainable.
You watch money come in fast, only to wonder where it all goes (just as fast!). Despite steady clients, every month feels like you’re falling short, and it’s exhausting not knowing if you’re building real profit or just treading water.
And no, I don't mean your beautifully frozen face. You’re putting in the hours and the heart, but without clarity, every decision feels risky, leaving you afraid to make a move and frustrated by the stall in growth.
You are worn out by the constant balancing act of managing a business you love. You’re passionate about your Medspa and your clients, but the financial side is taking a toll, leaving you burnt out and wondering if it’s sustainable.
You watch money come in fast, only to wonder where it all goes (just as fast!). Despite steady clients, every month feels like you’re falling short, and it’s exhausting not knowing if you’re building real profit or just treading water.
And no, I don't mean your beautifully frozen face. You’re putting in the hours and the heart, but without clarity, every decision feels risky, leaving you afraid to make a move and frustrated by the stall in growth.
At The Peak CFO, we take the burden of financial management off your shoulders, giving you the clarity, control, and confidence you need to make smarter business decisions.
Our expert team simplifies your finances, so you can focus on what you love—growing your medspa and serving your patients.
With our strategic guidance, you can stop saying “What the peak??” and start reaching your peak!
At The Peak CFO, we take the burden of financial management off your shoulders, giving you the clarity, control, and confidence you need to make smarter business decisions.
Our expert team simplifies your finances, so you can focus on what you love—growing your medspa and serving your patients.
With our strategic guidance, you can stop saying “What the peak??” and start reaching your peak!
No more guessing where your money is going or whether you're turning profit. We’ll show you exactly what’s happening behind the scenes with straightforward reports.
Imagine waking up without the nagging fear of financial uncertainty. With our expert guidance, you can focus on what you love & know your financials are in good hands.
We help you break through the growth ceiling by showing you how to optimize your revenue streams, invest in the right areas, and create a roadmap for success.
No more guessing where your money is going or whether you're turning profit. We’ll show you exactly what’s happening behind the scenes with straightforward reports.
Imagine waking up without the nagging fear of financial uncertainty. With our expert guidance, you can focus on what you love & know your financials are in good hands.
We help you break through the growth ceiling by showing you how to optimize your revenue streams, invest in the right areas, and create a roadmap for success.
-Allie O.
-Allie O.
Live Calls with Jaci: No more guessing - get burning your questions answered each month
Monthly Content: Strategic seasonal content based on the ebb & flow of Medspa businesses
Supportive Network: Connect with like-minded owners
No-Shame Guidance: Honest, judgment-free support
Medspa-Specific Training:
Tailored financial strategies for medical aesthetic practices
Actionable Steps: Implement practical financial solutions today
Empowering Approach: Finance made approachable and fun
Comprehensive Coverage: From mindset to cash flow mastery
Personalized Coaching: 1-on-1 financial transformation support
Empowered Leadership: CEO-level decision-making clarity
Tailored Strategy: Align goals with financial plans
Custom KPI Dashboard: Clear business performance insights
Live Calls with Jaci: No more guessing - get burning your questions answered each month
Monthly Content: Strategic seasonal content based on the ebb & flow of Medspa businesses
Supportive Network: Connect with like-minded owners
No-Shame Guidance: Honest, judgment-free support
Medspa-Specific Training:
Tailored financial strategies for medical aesthetic practices
Actionable Steps: Implement practical financial solutions today
Empowering Approach: Finance made approachable and fun
Comprehensive Coverage: From mindset to cash flow mastery
Personalized Coaching: 1-on-1 financial transformation support
Empowered Leadership: CEO-level decision-making clarity
Tailored Strategy: Align goals with financial plans
Custom KPI Dashboard: Clear business performance insights
- Laurel D.
As a CPA and the founder of The Peak CFO, my team and I specialize in helping medspa owners like you take control of their finances, eliminate stress, and focus on growing a successful business.
With our hands-on approach and tailored financial strategies, we transform overwhelming numbers into simple, actionable insights. Whether it’s understanding your cash flow, boosting profitability, or planning for the future, we’re here to guide you every step of the way.
READY TO GET STARTED?
As the founder of The Peak CFO, my team and I specialize in helping medspa owners like you take control of their finances, eliminate stress, and focus on growing a successful business.
With our hands-on approach and tailored financial strategies, we transform overwhelming numbers into simple, actionable insights. Whether it’s understanding your cash flow, boosting profitability, or planning for the future, we’re here to guide you every step of the way.
READY TO GET STARTED?
We want you to have the freedom to choose what’s best for your Medspa without feeling tied down. Our goal is to support your success, and we’re confident that our results will empower you in just three months.
We want you to have the freedom to choose what’s best for your Medspa without feeling tied down. Our goal is to support your success, and we’re confident that our results will empower you in just three months.
While our focus is on financial strategy, clarity, and ongoing CFO support, we don’t handle individual tax filings. However, we can absolutely work with your tax professional to ensure everything is aligned and optimized for your business. Our goal is to give you the big-picture financial insight you need to make tax season smoother and more strategic.
Do you only work with Medspas?
While we specialize in helping medspa owners, our CFO services are valuable for any service-based business looking for financial clarity, strategy, and growth. If you own a business in the wellness, aesthetics, or healthcare industries, our approach could be a great fit for you!
Yes, you’re welcome to bring your own bookkeeper! However, their work needs to be completed by the 10th of each month, and we’ll need to review everything for accuracy before relying on the reports. It’s crucial that the financials are accurate and up-to-date to ensure our CFO strategy is based on reliable data. If you don’t have a bookkeeper or need additional support, we can help with that too!
Every client is unique, but most of our clients begin to see increased clarity and control over their finances within the first few weeks of working together. We focus on making an impact quickly by tackling the biggest pain points first, and over time, you’ll see improved profitability and business growth.
While our focus is on financial strategy, clarity, and ongoing CFO support, we don’t handle individual tax filings. However, we can absolutely work with your tax professional to ensure everything is aligned and optimized for your business. Our goal is to give you the big-picture financial insight you need to make tax season smoother and more strategic.
Do you only work with Medspas?
While we specialize in helping medspa owners, our CFO services are valuable for any service-based business looking for financial clarity, strategy, and growth. If you own a business in the wellness, aesthetics, or healthcare industries, our approach could be a great fit for you!
Yes, you’re welcome to bring your own bookkeeper! However, their work needs to be completed by the 10th of each month, and we’ll need to review everything for accuracy before relying on the reports. It’s crucial that the financials are accurate and up-to-date to ensure our CFO strategy is based on reliable data. If you don’t have a bookkeeper or need additional support, we can help with that too!
Every client is unique, but most of our clients begin to see increased clarity and control over their finances within the first few weeks of working together. We focus on making an impact quickly by tackling the biggest pain points first, and over time, you’ll see improved profitability and business growth.
Don’t let financial confusion hold you back from reaching your medspa’s full potential. This is your chance to finally gain the expert guidance, insights, and support you need to grow confidently. Whether you're ready to increase your profits, streamline your financial operations, or plan for the future, we’re here to make it happen.
Don’t let financial confusion hold you back from reaching your medspa’s full potential. This is your chance to finally gain the expert guidance, insights, and support you need to grow confidently. Whether you're ready to increase your profits, streamline your financial operations, or plan for the future, we’re here to make it happen.
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