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.
Frozen in Place
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.
Drained and Defeated
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.
Running on Empty
tell me i'm wrong and you aren't feeling like you'RE...
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 opened a medspa to make other women feel their best. But you're constantly stressed
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!
Experience the Freedom of Financial Clarity.
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 long-term success.
strategic growth
Imagine waking up without the nagging fear of financial uncertainty. With our expert guidance, you can focus on doing what you love (knowing that your financials are in good hands).
peace of mind
No more guessing where your money is going or whether you're turning a real profit. We’ll show you exactly what’s happening behind the scenes with straightforward reports.
financial clarity
Now, just imagine feeling like...
- Allie O.
"Jaci has given me SO much peace of mind about what's happening in my business."
You feel embarrassed to admit you don’t understand your financial statements, even though you’re the owner. You feel dumb when your Medspa owner friends start talking "shop". Like what the peak?
You’re stressed out trying to decide if you can afford that new medical device, or worse, you’ve already purchased it and now have no idea how to manage the financial impact.
You lose sleep worrying that you might be missing something important—whether it’s an expense you didn’t account for or a profit opportunity you’re overlooking.
You’re tired of winging it, hoping everything works out but knowing deep down there’s no real financial plan in place.
Right this minute, you can probably relate to the following:
Empowered to make smart decisions about big investments, like medical devices, because you know exactly what you can afford and how to manage it.
Focused on growth, with a clear financial plan, so you can finally stop guessing and start scaling with confidence.
Confident in reading and understanding your financial statements, so you always know exactly where your business stands.
Relaxed at night, knowing your finances are under control and you’re not leaving any money on the table.
It's time to change that and get you feeling like...
Financial Clarity!
let me introduce you to...
Once we’ve laid the groundwork, we’ll move into implementation mode. I’ll be there for regular check-ins and ongoing problem-solving to ensure you’re on track to reach your financial goals and keep growing.
Step Four
Implementation
During the first month, we’ll meet weekly to create a customized game plan for your medspa. We’ll set specific goals, tackle challenges, and map out actionable steps to get your finances on track.
step three
Game Plan Creation
Next, we’ll get you onboarded and take a deep dive into your financials—reviewing your statements, cash flow, and profits. This gives us a clear picture of where you stand and helps identify any problem areas or opportunities for improvement.
Step two
Full Financial Analysis
We’ll jump on the phone and dive into all the details of your medspa. This is where we make sure we’re the right fit for each other and discuss what’s keeping you up at night when it comes to your finances.
step 1:
Let's Chat
A look at what's ahead
Laurel Davis
"Jaci held my hand with all the figures floating around in my head. Best money spent!!
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.
I'm Jaci North, CPA and founder of the Peak CFO, here to help turn chaos into clarity.
hey there!
Ready to get started?
After we’ve got your plan in place, we’ll get to work! Our team will be with you every step of the way, providing ongoing support, clarity, and solutions
and lastly this
Once we’ve identified your needs, our team will craft a custom strategy designed specifically for your Medspa. We’ll dive into your numbers and create a clear roadmap.
then this step
first this step
We’ll start with a complimentary consultation to discuss your medspa’s needs, challenges, and goals. This helps us both determine if we’re a good fit and ensures we’re aligned.
What's Our process? It's simple.
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.
Get Results Quickly
Short Term Plans
You’re content with your current growth and don’t feel the need for advanced financial strategies or improvement.
You’re only looking for someone to file your taxes or handle simple accounting tasks, without any ongoing strategic input.
You prefer to handle your finances on your own and don’t feel the need for expert advice or partnership in managing your business’s financial health.
This is not for you if...
You’re ready to grow your Medspa and want expert financial guidance to help you reach new levels of success.
You need someone to dive deep into your numbers and offer strategic insights, beyond just basic bookkeeping or tax filing.
You’re looking for ongoing support to help make data-driven decisions, increase profitability, and keep your business thriving.
This is for you if you are...
enrollment
Join the Waitlist for 2025!
We'll be in touch as soon as our client capacity opens up! We are busy gearing up for next year. But we'll send you an email when we are ready for you!
Join the waitlist
Every medspa 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.
how long before i see results?
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!
do you only work with medspas?
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!
Can i bring my own bookkeeper?
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.
Will you do my taxes?
Have Questions? I've got answers.
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.
Unlock the Financial Clarity Your Medspa Deserves
don't miss this opportunity
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