Where Did My Money Go?
Let me audit ALL your systems and show you exactly what's working, what's leaking, and where to focus next.
The diagnostic deep-dive across your finances, marketing, and operations that shows you exactly why your business feels overwhelming - and what to fix first.
7 day turnaround • Full report & 45-minute deep dive call included
For founders making $300K–$1M/year who:
Can't answer "What's my most profitable offer?" without guessing
Have data scattered across QuickBooks, Google Analytics, CRM, ad platforms
Know they're making money but don't understand WHERE it's coming from
Want someone to connect the dots and show them what's ACTUALLY happening
This is for you if:
You have financial data (bookkeeper, QuickBooks, something)
You have marketing data (Google Analytics, ad platforms, something)
You have client data (CRM, spreadsheet, something)
But you've never seen how they all CONNECT.
And you want expert eyes to audit the FULL picture and tell you:
You're Making Money - But Your Systems Can't Keep Up
Your business has outgrown scattered data.
You have:
Revenue coming in (QuickBooks shows deposits)
Marketing happening (Google Analytics shows traffic)
Clients (your CRM has their info)
Expenses going out (bank account shows charges)
But you DON'T have:
Clear picture of what's PROFITABLE vs. what's just BUSY
Understanding of which marketing channels actually CONVERT to revenue
Visibility into where money is LEAKING
Data on which clients/offers have best margins
Confidence in your decisions
Because all your data lives in different places that don't talk to each other.
The pressure is building:
You're not sure what's profitable → Can't decide what to scale
You don't know marketing ROI → Can't optimize ad spend
You can't see patterns → Can't predict cash flow
You're afraid something important is slipping through the cracks
You're not burnt out. You're bottlenecked by scattered data.
And without INTEGRATED clarity, every decision feels heavier than it needs to.
Your New Tuesday Afternoon
Here's what shifts after your Peaceful Profit Audit:
Tuesday, 2pm.
You finally know which offer is leaking money
Not "I think this one's doing okay." Actual data showing you where profit lives and where it's hiding.
You see the exact bottleneck slowing your growth
The thing you couldn't name? Now you can. And you know exactly what to fix first.
You have your KPIs mapped to your business model
No more tracking everything. Just the metrics that actually matter for your decisions.
You're holding a clear 30-90 day roadmap
Prioritized. Grounded. Written for humans, not accountants. You know what to do next.
The fog lifts
For the first time in months, you're not guessing. You're not bracing. You know what's true.
And you can finally breathe
Because clarity changes everything.
This is what it feels like when someone finally sees what you couldn't.
A Calm, Expert-Led Diagnostic
The Peaceful Profit Audit™ is a one-time deep dive into your financials, KPIs, systems, and patterns.
What's ACTUALLY profitable (vs. what just feels profitable)
Where your revenue is REALLY coming from
Where your revenue is REALLY coming from
How your marketing spend connects to your bottom line
Where money is leaking
Where money is leaking
What to scale, what to optimize, what to kill
Where to focus next to make MORE money
This isn't just a financial audit. This is an INTEGRATED business intelligence audit.
I look at:
And I show you how they all CONNECT.
✨ WHAT'S INCLUDED
The Complete Diagnostic
❶
Systems Audit
(I look at EVERYTHING)
❶
Systems Audit
(I look at EVERYTHING)
Financial Review
12 months of revenue, expenses, profit trends • Cash flow patterns • Profit margins
Marketing Analysis
Conversion rates (which channels actually convert) • Cost per acquisition by channel
Client/Offer Profitability
Which offers are ACTUALLY profitable • Which clients/offer types have best margins
Operations Visibility
Overhead tracking to catch rising costs • Bottlenecks or inefficiencies
Integration Gaps Identified
What data you HAVE but aren't USING • What you SHOULD be tracking
❷
Analysis & Insights
(I connect the dots)
❷
Analysis & Insights
(I connect the dots)
Trend Snapshot
Revenue patterns over 12 months • Expense trends • Seasonality • Red flags and green lights
Profitability Breakdown
Highest margin offers • Time vs. profit analysis • Hidden delivery costs
Marketing ROI Reality Check
What's ACTUALLY bringing in revenue • Where you're leaking money
Blind Spot Analysis
What's slowing you down • Invisible costs • Opportunities you're missing
❸
Your Profit & Peace Plan™
(I tell you what to DO)
❸
Your Profit & Peace Plan™
(I tell you what to DO)
Live Deep Dive Call (45 minutes)
Walk through findings together • I answer your questions • Real-time clarity
Personalized Report (PDF)
Executive Summary • 3-5 highest-leverage opportunities • What to STOP, START, and SCALE • Prioritized next steps
Everything delivered with: Clarity (no jargon) • Warmth (no judgment) • Strategic direction (what to do FIRST)
Not included: bookkeeping, tax, payroll, legal, fractional CFO services.
What Changes After Your Audit
This is the shift that happens when you finally see what you couldn't before.
Before
"I THINK my high-ticket offer is profitable..."
"I FEEL LIKE Facebook ads are working..."
"I ASSUME I'm making money..."
"I HOPE I can afford to hire..."
Messy books. Unclear metrics. Heavy decisions based on incomplete data. Gut-based growth. Financial anxiety. Uncertainty.
You're flying blind with scattered data.
After
"My high-ticket offer has 68% margins. My group program has 45%. The done-for-you service has 12% - next quarter will be on fire!"
"Facebook ads are bringing in $4.80 for every $1 spent. Instagram ads are at $0.90. I'm reallocating budget."
"73% of my revenue comes from two offers. I'm doubling down on those and sunsetting the rest."
"My cash forecast shows I can afford the hire in March, not now. I'll make the offer then."
Clear numbers. Actionable insights. Calm decision-making based on ACTUAL data. Confident planning. Expanded capacity. Emotional peace.
You finally know what's going on in your business - and what to do next.
WHAT CLIENTS DISCOVER
"I thought my biggest offer was most profitable. Turns out it's my lowest margin. Closing it freed up 15 hours/week and I'm making MORE money on less work."
"I was spending $2,400/month on ads that brought in $1,800 in revenue. Paused them, redirected budget, increased profit by $28K annually."
"I had $1,600/month in subscriptions I forgot about. Canceled 7 of them. That alone paid for the audit 3x over."
"I discovered 80% of my profit came from one offer type. Doubled down on it, revenue up 40% in next quarter."
"My CRM showed my highest-paying clients all came from ONE source. I stopped spreading myself thin and focused there. Revenue up, stress down."
WHAT FOUNDERS ARE SAYING
From Overwhelm to Peace
With her innate understanding of systems and operations, paired with a keen attention to detail, Jen makes even the most complex tasks look effortless and keeps the company running seamlessly. Beyond her skills, her cheerful attitude and can-do work ethic make her a joy to work with and an easy choice for any role.
Minal
Talent Acquisition
Jen brought order to chaos. Beyond her brilliance with ops, she's just a joy to work with. She is a bright light with wonderful energy and humor. She balances being efficient and getting things done with being an incredible human you enjoy having on your team. She is hands down one of the best decisions I ever made.
David
Chief of Staff
Before Jen, everything felt reactive - scattered systems, no visibility, and constant firefighting. She brought structure in a way that felt calm, not rigid, and gave us clarity that changed how we operated. Now, our team is aligned, focused, and operating with peace instead of panic.
Lindy
Sales Specialist
10 yrs+
Translating chaos into clarity
$32M+
In founder revenue supported
100%
Calm, grounded guidance
Why Trust Me?
I'm Jen Jones. I've built integrated systems and clarity frameworks for founders for over a decade.
But more importantly: I see what others miss.
Most audits look at finances OR marketing OR operations.
I look at how they all CONNECT.
Because that's where the insights are.
I've discovered:
Profitable offers that FELT unprofitable (high revenue, hidden delivery costs)
Marketing channels that LOOKED good (lots of traffic) but LEAKED money (low conversion)
Clients who seemed valuable but had negative margins (refunds, support costs)
Team inefficiencies that were invisible in task management tools
Subscription creep costing $1K-$3K/month (software no one uses)
What I bring:
10+ years of operational systems experience
Integration expertise across platforms (finance, marketing, CRM, operations)
Pattern recognition (I've seen hundreds of business models)
Founder psychology understanding (I know WHY you avoid looking)
Strategic thinking (not just "here's the data" but "here's what to DO")
My superpower:
Seeing the full picture when data is scattered. Translating chaos into clarity.
Finding the patterns that change everything.
Your Investment
Your Peaceful Profit Audit™
$697
One-time investment for complete clarity
Complete audit across finances, marketing, CRM, operations
12-month trend analysis
Profitability breakdown by offer
Marketing ROI by channel
Blind spot identification
Your personalized Profit & Peace Plan™
45 minute deep dive call
Strategic recommendations prioritized by impact
Integration roadmap (if you want dashboard later)
Delivered within 7 business days
Not included: bookkeeping, tax prep, payroll, or ongoing financial management.
Most clients discover $1,500-$5,000 in annual profit leaks in the first read.
$20K-$40K
additional profit/year from dropping ONE underperforming offer
20-50%
improvement in marketing ROI from ONE optimized ad channel
$500-$2,000/mo
recovered from ONE subscription audit
The audit pays for itself. The clarity lasts forever.
What Happens After You Book
The process is designed to be simple and calm. No fire drills.
❶
You Complete a Simple Intake
❶
You Complete a Simple Intake
Tell me about your business, your offers, and what's feeling unclear or overwhelming right now.
❷
You Grant Read-Only Access
❷
You Grant Read-Only Access
To your bookkeeping tool (QuickBooks, Xero, Wave, etc.) or upload your financials if you prefer. I only need to see - never to edit.
❸
I Do the Deep Work
❸
I Do the Deep Work
I analyze your numbers, identify patterns, map your KPIs, spot blind spots, and create your personalized Profit & Peace Plan™.
❹
You Receive Your Full Report
❹
You Receive Your Full Report
Within 7 business days, you'll get your complete audit report - clear, actionable, and written in founder-friendly language.
❺
We Walk Through It Together
❺
We Walk Through It Together
In your 45-minute deep dive call, I'll walk you through every finding, answer your questions, and make sure you feel confident about next steps.
Timeline: 7 business days from intake to report delivery.
Calm, thorough, and designed to give you clarity without rushing.
Questions You Might Be Asking
You'll receive your complete audit within 7 business days of granting access.
Read-only access to your financial system (QuickBooks, Xero, etc.)
Read-only access to Google Analytics (if you use it)
Read-only access to ad platforms (if you run ads)
Access to CRM or client data (spreadsheet is fine)
Brief intake form (10 minutes)
Total time from you: 30-45 minutes for access + intake.
Perfect. The audit reveals what needs fixing - and how urgently.
Many clients use the audit to GET their books cleaned up (because I show them what's inaccurate and why it matters).
No. This is strategic diagnostic, not monthly maintenance.
Bookkeepers record transactions. I analyze the PATTERNS and tell you what they MEAN.
YES. That's exactly what this is FOR.
Scattered data is WHY you need the audit.
I pull from multiple sources and show you what you've been missing when things are siloed.
No.
Many clients start with the audit to SEE what's possible, then decide if they want ongoing dashboard clarity.
The audit is a valuable standalone.
Absolutely.
Everything is written in calm, clear, founder-friendly language.
No accounting jargon. No complex formulas.
Just: "Here's what I found. Here's what it means. Here's what to do."
Plus the live deep dive session gives you real-time explanation of anything confusing.
Three options:
DIY: Take the recommendations and implement yourself
Dashboard: Get the Money Peace Dashboard built (I implement the integration for you)
Retainer: Money Peace Partner where I guide implementation monthly (optional after your dashboard is built)
Most clients do #2 because implementation is where the value happens.
Still have questions? That's completely normal.
But don't let another month pass without knowing what's actually happening in your business.
The clarity you need is one audit away.
🛡️
Your Clarity Guarantee
If you don't walk away with:
Clearer understanding of what's ACTUALLY profitable
Specific insights on where money is leaking
Strategic direction on where to focus next
Deeper understanding of how your business systems connect
I'll redo your audit - free.
My work is about clarity, not confusion. You'll feel the difference.
Ready to Finally See What's Holding You Back?
Know exactly what to fix, and what to do next - with calm, confidence, and clarity.
Stop guessing. Stop running on vibes. Get the clarity you've been craving.
$697
Delivered within 7 business days
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