Fully Licensed & Insured • Veteran & Woman-Owned
Our Budgeting Process
How Our Budgeting Process Works
We use YNAB to build a customized budget tailored specifically to your business.
Together, we create a detailed financial plan that reflects your real business operations, including:
- Monthly, quarterly, and annual expenses
- Payroll expectations and owner compensation
- Income tracking and cash flow planning
- Fixed and variable business costs
We then actively track your budget so you always know where your money is going and what remains available each month.
This allows us to help you determine how much you can safely pay yourself while keeping your business financially stable.
Personal + Business Financial Clarity
In addition to business budgeting, we can also help you understand your personal budget.
This is important because your personal financial needs directly impact:
- How much you should pay yourself
- Your owner draws or salary structure
- Your overall financial stability
By aligning your business and personal budgets, we help you build a more sustainable financial system for both your business and your life.
Why Budgeting Matters
Goal Setting & Growth Planning
Goal Setting & Growth Planning
A well-structured budget allows you to:
- Pay yourself consistently and confidently
- Avoid over-drawing from your business
- Prepare for slow seasons or unexpected expenses
- Plan for growth and capital investments
- Reduce financial stress and uncertainty
Budgeting is not optional for a healthy business—it is the foundation that keeps everything stable.
Goal Setting & Growth Planning
Goal Setting & Growth Planning
Goal Setting & Growth Planning
We also use budgeting as a tool for long-term financial planning, including:
- Saving for future business improvements
- Building cash reserves for slower months
- Managing loans and debt repayment
- Planning for expansion and growth opportunities
Our Budgeting Plans & Pricing
Requirements
This service requires:
- Active subscription to YNAB ($109/year)
- Full access to connected business accounts within YNAB
Budgeting Investment
Starting at $50/month
(final pricing depends on business complexity and needs)
Budgeting Service Details
Starting at $50/month
We help you take control of your money with structured business budgeting and financial planning.
Includes:
- Custom business budget setup using YNAB
- Collaboration to build your monthly, quarterly, and annual budget
- Tracking of income, expenses, and cash flow
- Ongoing budget monitoring and reporting
- Guidance on owner pay and business profitability
-We also offer optional personal budgeting support to help determine sustainable owner pay and improve overall financial stability.
Starting at $50 /mo
*(Requires active YNAB subscription: $109/year)*