Free up some time (and brain space) by starting with a Money Map
I look at your business finances and find what's invisibly draining your account so you know what needs attention and what to do next
The money side of your business shouldn't take up so much space in your head
You can't see the money side of business clearly and every decision becomes a guess: what to charge, whether you can take the month off, whether that slow season is a real problem or not.
You run a creative or service-based business, often online. You might be neurodivergent, or just think in ways that don't fit the standard financial advice mold. You may be one of these two types:
The avoider
You know your books are messy. You're just not sure how bad it is. You keep putting it off, you don't really know where to start, and the whole thing feels like too much to look at.
The one who wants a second set of eyes
You're already tracking your numbers. You just want to know you're not missing anything. You figure there are probably a few gaps in there and you want to see what they are.
You're capable in every other part of your business but want extra help when it comes to the numbers. What I hear most is some version of: "I know I need help, but I don't want to hand everything over and be left in the dark. I just need help seeing it clearly without making me feel dumb for not already knowing."
That's exactly what this is for. The Money Map gives you a clear picture of your business finances, in plain language. You understand what's happening, and you have someone helping you work through it.
Why spreadsheets and software (even an accountant) might not be enough
Spreadsheets: can become a part-time job to maintain without a real system behind them
Bookkeeping software: the marketing makes it sound easy, but it's overwhelming without a background in accounting
Hiring an accountant: taxes get filed, but you still don't feel clear during the year
DIY cleanup bursts: you get it organized once, then life happens, and it falls apart again
That's what the Map is for: I ask you questions to figure out how to fix what’s not connecting, what's not working, and what's missing. Maybe that's changing the spreadsheet, the software, or just small adjustments to what you already have. Either way, you stop guessing at the fix.
See what's not working and what to do next (in regular words)
A diagnostic where a bookkeeper reviews your bookkeeping before changing anything. I look at what's working and where the pieces of your money system are disconnected, missing, or leaking money, then show you what needs attention first so you leave with a clear next step.
Format and Timing
Here's how it works:
Step 1 — We meet for 1 hour. I ask questions to guide you through giving me context: what's stressing you, what’s working and not working, what you’re currently doing.
Step 2 — I go do the work. You go live your life. I spend 2–3 hours reviewing your money system on my own — no calls, no interruptions for you. I'm looking at your books, your accounts, your reports. You don't have to be available.
Step 3 — We meet again for 1 hour. I walk you through what I found, answer your questions, and lay out the clearest next step.
Total time with me: 2 hours.
Total time the project takes: about half a day.
To do a thorough review, here's what I’ll look at:
Your bookkeeping software (QuickBooks, Xero, Wave, etc.)
Your invoicing reports (HoneyBook, Dubsado, etc.)
Your payment processor(s) reports (Stripe, Square, PayPal, etc.)
Bank and credit card statements for the period we're reviewing
What You Leave With
A plain-language summary of what's going on — a written summary of what's working, what isn't, and where the pieces aren’t connecting (gaps and leaks). It includes a visual of your money: what's already happened, and what's ahead based on your current records so you can see it instead of holding it all in your head.
Your next step — what to focus on first, based on what I found. Plus suggestions for making the money side easier from here: whether you want to keep doing it yourself, or want support and what handing it off could look like.
Ready to Get a Clear Picture?
Book your Peaceful Money Map session.
Why I Built It This Way
I didn't always have clients start with a Peaceful Money Map. Before, I'd go straight into the work: let's fix the bookkeeping and then keep it up monthly. And that was useful.
But the thing that helped people the most, sometimes from just one short conversation, was that I could see what wasn't connecting in their finances and where money was invisibly leaking out. Once I could see clearly, the fixes took less time (and money).
So I started leading with what I saw. That's what the Map is.
I also wanted this to be something you could actually understand, not just me sitting across from you listing what to fix while you nod along zoning out. When you can see where the gaps are and understand how they affect your money, the fix makes sense, and you can make a decision about it.
That's why making this understandable is the whole point. I take what's true about your money and put it in plain language, so you're not just told what's wrong. You understand it.
What Past Money Map Session Clients Say
“I think I've been avoiding it for a long time because I was afraid that it was going to end up being super overwhelming…
And now I feel like, no, this is manageable….
It's laid out in a really simple, easy-to-understand way and just talking about them as leaks, it's really helpful in terms of conceptualizing.”
“This has been super helpful. I am shocked and amazed that I have talked about numbers and business and finance with you for like over an hour today, and I feel happy and relieved. And like we have accomplished something together instead of just me feeling like, oh God why? So this is great.”
“It does feel helpful to have a roadmap of “oh, these are the holes in the bucket that we need to plug.”
FAQS
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No. I don't provide tax advice. What I do is help you stay tax-ready (organized books, clear categories, and set-asides) so when tax time comes, your tax pro isn't starting from scratch and you're not scrambling.
If tax filing is the only thing you're after, I'm not the right fit — but if you want to feel clear all year, that's this.
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No, and that's intentional. I'm reviewing and diagnosing, not making changes. The goal is a clear picture of what's happening and a plan for what to do next. If cleanup or ongoing support makes sense, you’ll get a specific recommendation pricing, and a project plan.
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That's the most common reason people book this and it's exactly what the Map is designed for. We separate "messy but fixable" from "urgent and costly" so you know what needs attention first.
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That's great, this complements that relationship. Organized bookkeeping makes your accountant's work faster and more accurate. It also means you feel clear during the year, not just at filing time.
The one case where it's not worth it: if you already have a bookkeeper actively handling your books and you're happy with how it's going, you probably don't need this.
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This is built for that. We design next steps that work even if you need to start months later.
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No. After our first call I go do the review work on my own (usually 2–3 hours). You don't need to be available or on standby. We reconnect for the second call once the review is done.
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That's fine, software is just one of the things I look at, not the only thing. If your transactions live in a spreadsheet instead, bring that. I'll also look at your bank statements, invoicing system, payment processor reports, and whatever else you're using to track money. The picture comes together from all of those pieces, not just one.
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In a regular consultation, you show up and ask me questions, and I give you ideas based on what you share. This is different. I'm the one who comes prepared with questions, a structure, and a clear end goal. You don't have to figure out what to ask or worry about whether you're missing something. You just show up, give me what I need, and I guide you through it.
That structure is intentional. A lot of people I work with have a hard time knowing where to start or what questions to even ask, because this isn't their area of expertise. I built it this way so you don't have to be an expert to get clarity. You follow my lead, I do the diagnostic work, and we come out the other side with your next step. It's a done-for-you diagnostic with your input, but not dependent on you knowing the right questions.
Start with a Clear Picture
The Money Map is how we figure out what's going on and what working together will look like for you.
Book Peaceful Money Map session
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