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GET THE SECRET TO YOUR BUSINESS’ FINANCIAL SUCCESS…
IN AN AFTERNOON.


Have you heard?

The key to building a business that financially serves your needs is to start with your personal finances and reverse engineer your revenue plan. How do you do that? Welcome to Your Budget Kickstarter.


THIS 1:1 half-day intensive WILL . . .


  • establish your personal financial goals so we can build your fulfillment plan.


  • DIG INTO YOUR NUMBERS TO ASSESS WHERE YOU ARE NOW AND HOW YOU CAN HAVE A BETTER TOMORROW.


  • BUILD THE MOST EFFECTIVE BUDGET YOU’VE EVER HAD AND DEVELOP A DETAILED PLAN FOR YOUR SUCCESS.


 
 
 

WHY YOU NEED THIS KICKSTARTER:

 

I see you. You’ve been hustling away at your business, building it into something that can change your life. You know it’s possible, you know you’ll succeed.

But you’re not quite there yet.

Revenue is still inconsistent. Your business still doesn’t seem to be paying you enough so you can stop relying on the 9-5 life. And sometimes, in the worst moments, you worry that you’re just wasting your time.

You’re not.

You can build this business into the thing of your dreams. You can quit your day job. You can finally have the freedom to live the life you’ve always wanted.

But all of those things require a plan. A clear vision. A thorough understanding of what it is your business needs to achieve in order to financially support you.

And that’s why we start with your personal finances.

It’s time for your business to finally start serving you. Not the other way around. But in order to do that, we need to know what role your business is going to play in your life.

So if you need a plan to build your business into what it needs to be, welcome to Your Budget Kickstarter.

If you need to know when it’s safe for you to quit your job and leap into full-time entrepreneurship, welcome to Your Budget Kickstarter.

If you’re ready to change your financial story, welcome to Your Budget Kickstarter.

 
 
 
 
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Nap lover, buffalo wing addict, and overly-obsessed dog mom.

At one point in my life, I was crazy enough to get an accounting degree even though I’ve always been a creative soul.

I quickly learned that public accounting wasn’t the career for me, but that didn’t stop me from developing a passion for helping entrepreneurs with their money!

Now, I’m on a mission to remove the risk and uncertainty of self-employment income and teach heart-led girl bosses how to build a profitable business that serves the life of their dreams.

I take a holistic approach to money management by addressing all aspects of your personal AND business finances, helping the two to work together!

And I can’t WAIT to work with you!

 
 
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SO HERE’S HOW IT WORKS :

 

{step one}

Click the pink button and fill out the form to book your free Client Connection Call. This is where we’ll answer your questions, iron out the details, and once we determine we’re a perfect fit, we’ll start on some of the logistics!

{step two}

You’ll receive a contract, your invoice, and some forms to fill out with your information and dreams! I’ll give you a checklist for some documents (bank statements, etc.) to gather and send my way, as well.

{step three}

We’ll have our 3-hour call! Hour 1 will be about discussing your information and your goals and assessing where you’re at today. Hour 2 is dedicated to compiling numbers and really digging into you financial situation. Hour 3 will be the budget creation process and building your personalized plan! You’ll also receive a recording and detailed call notes.

{step four}

You’ll always have priority email access to me, but we’ll also have a quick 1-month follow-up call to see how your budget has been working for you and if we need to tweak your system to match your needs.

{step five}

Ready to dive even deeper? Ready to transform your business, as well? Your Budget Kickstarter is just that - a kick start! If you’re ready to take it even further, your YBK investment will be credited towards the cost of my signature program, Cash Flow Strongholds. You can “upgrade” any time within 3 months of your YBK call.

 
 

Investment: $597
(or two payments of $319)

 
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ELLEY MAE | BIZ SUCCESS COACH
ELLEYMAE.COM

“The second I saw Katie was offering Finance Coaching Calls, I knew I had to book. Despite our timezones being way off (I'm in Australia), I emailed Katie & she was kind enough to work with me at 7PM!

Having someone like Katie - someone as smart, witty & authentic - work with me and teach me ways to track my finances, manage my finances and actually feel good about my finances, now that's an investment worth making! Honestly, Katie made me feel so at ease with everything throughout our call… She's like a best friend & that's not something you can find just anywhere.”

 
 
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Frequently Asked Questions



Why can’t we talk about my business budget instead?

As explained above, I’m a believer that the foundation to a financially successful solopreneur business is your personal finances. While we separate our personal and business finances in practice, the two are intricately linked in so many other ways. I cannot teach you how to operate a successful business that pays you appropriately until I know that your personal finances are prepared to receive that salary! If you know you need a deep dive into your business finances, consider investing directly in Cash Flow Strongholds, my full program, or preparing to upgrade your YBK investment into CFS within three months!

What is the investment for this program?

Your Budget Kickstarter is a one-time investment of $597 or two payments of $319 (paid ahead of the call). Additionally, if you choose to upgrade to Cash Flow Strongholds within 3 months of your booked YBK call, $597 will be credited towards the full investment of the CFS program.

Why would I invest in “YbK” instead of “cfs?”

Your Budget Kickstarter (YBK) is essentially the first phase of Cash Flow Strongholds (CFS), and I designed it this way on purpose! Not only does it allow for lower budgets to still receive help, but it also offers a bit of an introduction to what I teach in CFS. YBK is the perfect starter investment if you’re not sure you’re ready for CFS.

Why Would I upgrade to CFS?

Because your personal finances are such a prominent foundation to everything I teach in Cash Flow Strongholds (CFS), I totally understand why you may not feel the need to upgrade! Some people are able to take the first lesson and run with it. However, I encourage you to consider the added benefits. For an additional $1,400 (paid as 3 monthly payments of $467), you’ll receive four additional 60-90 minute calls, a business deep dive similar to what we do in YBK, a thorough revenue planning session, a full year of quarterly check-ins, in-depth accountability and budgeting guidance, and more!

WILL YOU TEACH ME ABOUT MY CREDIT SCORE / GETTING APPROVED FOR LOANS?

Short answer, no. Long answer, I believe in debt-free living. Perhaps a little extreme, but my husband and I have made a personal decision to eliminate all forms of debt - including credit cards! While I encourage my clients to consider this possibility, I do not pressure you. Credit-free living is a bit of a lifestyle commitment, and that’s a choice you’re going to have to make. But I will not encourage use of credit or debt reliance. Instead, we’ll talk about what debt-free living looks like, as well as how to pay off your current debts and be smart with your money moving forward! If you choose to continue using credit cards, I’ll at least help you create a system so that you can make all your payments on time!

WILL YOU HELP ME WITH INVESTMENT ADVICE?

Investing is a totally different field of finance, and I don’t venture into this area. I took an investments class in college where we ran through a portfolio simulation…trust me, you don’t want my advice! Look for a professional in your area for this kind of information.

I have tax questions, can you help me with my specific tax situation?

Always happy to share what I know! The CPA firm I worked at specialized in tax preparation, and I’ve prepared more than a few returns myself. I can teach you how taxes work, how your business will affect your taxes, ways you need to prepare, ways to organize your records, etc. However, if you’re looking for in depth, personalized tax strategy and tax preparation services, I’ve partnered with a U.S. tax pro for that! Head over here to meet Melissa Whaley, and let her know I sent you!

Is This Refundable?

Once the program has begun, refunds cannot be processed - the investment covers my time and the information I deliver to you, which can’t be taken back. However, if you feel like you are unable to begin the program after your payments have been made, we can discuss rescheduling or I can issue you a refund. But know that I FULLY believe in this program, so I’m going to do everything I can to help get you through it - it can change your life, I swear!

Don’t see an answer to your question?

Send over a quick email to katie@thelazysource.com and I’ll do my best to ease your worries!

 
 

Investment: $597
(or two payments of $319)


 
 

I can’t wait to work with you! Talk soon!

- Katie Scott