Our Money Map Dashboard gives you clear, visual insight into your business finances.
See the story your numbers have been trying to tell you.
It connects your day-to-day bookkeeping to your big-picture goals—so you can lead with strategy, not stress. Whether you’re trying to grow, stabilize, or finally pay yourself consistently, this dashboard brings your financial reality into focus.
And that changes everything.
What's Coming In
Visualize your real revenue—total money in, not just what's on your Profit & Loss
Where It's Going
Track all spending, including taxes, debt, and owner pay—not just business expenses
How to hit your goals
Finally understand what’s working, what’s not, and what to do next—with a plan to back it all up.
Before we build your dashboard, we begin with a focused strategy session
We’ll map out where you want to go, what’s been getting in the way, and how we can align your numbers to support your actual goals.
Book a Single Session or a Double Session depending on how deep we need to go.
The roadmap we create becomes the backbone of your dashboard—your guide between strategy sessions, and the reference point for every financial decision you make in the meantime.
After your dashboard roadmap is set, you’ll have two options:
Continue with Monthly Support
OR
Work Sessions as Needed
We’ll walk through your best next step after your strategy session—after we’ve seen your numbers and understand what support will actually move the needle for you.
The sooner we start, the clearer everything becomes.
When you know your numbers, you can make decisions with confidence—no more gut-checking every expense or flying blind between launches.
Growing with clarity means growing with intention.
More profit, less panic. More alignment, fewer fires. More traction, less noise.
It’s a system built to help you make smart, values-aligned decisions—month after month.
We help creative entrepreneurs set up QuickBooks Online with clarity and confidence—so you can finally feel in control of your money and your future.
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