Done-For-You Weekly Budget Management

Using the revolutionary budgeting program, YNAB (You Need A Budget)

Juggling your own business is quite the ride, but let's be real – managing your budget week-to-week can get a bit overwhelming. That's where I step in with a solution that aims to make your financial life easier, using the magic of You Need A Budget (YNAB).

What I Do:

Picture this – I take care of the nitty-gritty of your YNAB budget, making sure your cash flow is strategically allocated to boost your business's cash position and profits. From keeping tabs on transactions to assigning dollars their purposes, I've got it all covered. Expect friendly weekly updates on your balances and cash position, giving you the power to make proactive financial decisions.

Why YNAB?

I chose YNAB because it's not about guessing with your money; it's about crafting a clear plan for every dollar in your bank account. No crystal ball needed – just a deliberate assignment of jobs to your dollars, safeguarding your profits.

Learn more about this revolutionary budgeting program here!

Priorities I Focus On:

Let's talk about the important stuff – emergency cash savings, your owner's salary, tax savings (based on estimates from your tax preparer), monthly bills, and regular expenses. Throw in savings/sinking funds for those less frequent but crucial spending needs, and we're on the right track. I'll even work on "aging your money" – funding your known expenses further in advance for added financial security.

Who It's For:

This service is crafted with solopreneurs, freelancers, and small service-based businesses or agencies in mind. If you're rocking a consistent monthly income, this is your ticket. Larger corporations or businesses with complex financial situations might want to consult a CPA.

What This Service Isn’t:

Now, here's the deal – I'm not your typical bookkeeping, accounting, payroll, tax preparation, or financial advising service. This is about ensuring you always have an intentional plan for your cash, without the jargon.

Really Need Bookkeeping?

Depending on your business, I can tailor your YNAB budget to double as your bookkeeping record for the year. Because there are additional nuances and workarounds with using YNAB as a bookkeeping program, this service is not available by default. However, if you’re interested in having all of your financial records in one place, we can chat and figure out if it's the right fit for your business.

Investment in Your Financial Empowerment:

Budget management is more than just numbers; it's an investment in your financial empowerment. If you're after compliance-focused services, there are accounting and tax experts who can help. But if you want someone to partner with you in being financially empowered in the day-to-day decision-making, you're in the right place.

Here Are the Details:

(Prices are listed in USD and are subject to change depending on the complexity of your financial situation. These prices do NOT include your YNAB subscription of $14.99/mo or $99/yr.)

This service requires a minimum 3-month commitment and 30-day cancellation notice.

Ready to make your budgeting experience a breeze? Drop your info below and I’ll reach out so we can discuss if this service is right for your business! I’ll also happily answer all of your questions, hassle-free.