For the dashboard to stay accurate, yes - either your current bookkeeper, a partner bookkeeper I can recommend, or an add-on to your retainer.

But you do not need bookkeeping in place to start. We can build your dashboard first, then layer in bookkeeping support as you're ready.

The dashboard alone brings massive clarity - but most founders want continued support through the Money Peace Partner™ Retainer, where I maintain your dashboard, interpret your numbers, and guide decision-making monthly.

It's optional, but highly recommended if you want someone in your corner who knows your business intimately and can help you stay grounded as you grow.

Yes - the Money Peace Dashboard™ and the Peaceful Profit Audit™ are both project-based services with optional ongoing support. You're never locked in—you choose what fits your season.

I work with soul-led founders, coaches, creatives, consultants, online businesses, agencies, healers, and multi-6 to 7-figure CEOs who value clarity, systems, and peace in their financial operations.

If you care deeply about your work and want your numbers to support your vision (not drain your energy), you're probably a fit.

Retainers have a 3-month minimum to give your systems time to settle and your clarity time to deepen. Dashboard and audit projects are single engagements with no ongoing commitment required.

Simple and calm:

1️⃣ Take the Peaceful Profit Assessment™

2️⃣ Book a Money Peace Clarity Call™

3️⃣ If it feels aligned, I'll recommend the right Money Peace solution for you

4️⃣ You'll receive a clear proposal (no surprises, no pressure)

5️⃣ Contract + invoice are sent

4️⃣ Onboarding is smooth, guided, and fully supported 💫

You're never pushed into anything that doesn't feel right.

That's completely normal. Start with the Peaceful Profit Audit™ if you want expert eyes on your business first, or book a Clarity Call and we'll figure it out together. I'll never sell you something you don't need.