Budgeting Guru Epic Spreadsheet Request Form Name First Last Email Are you requesting help for? Family/Individual Budgeting Small Business Budgeting Your spread-sheet preference is: Excel Google Sheets Please tell your goals for working with YogiVal (ie, income not going far enough, saving for retirement or college, making my business more profitable or evaluating expenses, expanding your business and creating a business / construction plan)ResponseWhat would like help with? Customized Epic Budgeting Spreadsheet ($295) Starter CFO Program ($695): includes a personalized 90 call with YogiVal to review 3 months of bank statements to plug into your budget and create a budget and projections for 12 months based on your goals. A higher level of service where YogiVal inputs your checking/credit card statements and provides monthly recap and budget updates (Hourly rates of $200/hour apply) Quarterly Budget Updates I don't know, can you help me create a plan? Once your form is received, YogiVal will get back to you within 2 business days to send you an invoice. Check in to see if you have any questions, and get you started! Please feel free to reach out to YogiVal to be sure she received your form: budgeting.guru.val@gmail.com Once your invoice is paid, YogiVal will send you the Key Numbers form to get your categories created to get your Customized Budget started. You can save time by having your most recent 2-3 months of bank statements/credit card statements ready. Δ
