YogiVal: Budgeting Guru • Small Business
Finding Financial Bliss
- Do you think your business is doing well only to have your bank statement show you otherwise?
- Are you feeling frustrated because you don’t ever feel like your money goes as far as it should?
- Why are you not getting paid the salary you feel you deserve?
- Where should you invest in your business and where should you cut expenses for maximum value to the profit of your business
- Why does it feel like your business is running you instead of the other way around?
- Sick of wondering why you always have TOO much Credit card debt?
- Looking for a realistic strategy to pay back your expansion loans?
YogiVal: Budgeting Guru is here to help get your Financial $hit Together!
Starting Level Program
Sheet 1: Recap Sheet
You will soon memorize all your numbers with this easy to use recaps your monthly income, expenses and savings.
Sheet 2: Expense Detail
Go into more detail to see where your expenses are going (these will be totaled to go on page 1)
Sheet 3: Income details
Do you want to break down your sources of income for a more detailed way to look at your income.
Sheet 4: Savings & Recap
Set Year End and Savings Goals and see your totals in real time to plan for future investment/expansion for the business, retirement savings or college fund contributions.
Sheet 5: CC & Debt Tracker
This is a bonus page for those focused on reducing or eliminating debt from credit cards, HELOC or student loans.
Starting Level Program
Upon payment, YogiVal will email you the Income and Expense form* so you can customize your budget for Income and Expense Categories that will help you easily digest your company’s finances. I will have your customized budget ready to go within 7 business days and will schedule a 45 minute phone call to review your budget to make sure it is customized just how you want it so you can start filling in the numbers and put your business on a better path to profit explosion!
please return within 10 days to avoid additional fees. Includes 1 round of changes at no charge, Additional changes incur $49 change fees.
Maintenance Level Program
$250 / 90 minute call
A Deeper Level of Support for those wanting more help getting numbers onto the budget form and with creating realistic projections. This service is available after investing in the Starter Program.
You can adjust your budget all the time and see that the totals pre filled in will continue to update to show you year-end totals for profit, expenses and YOUR salary schedule as many as you need.
Ultimate Level Program
This level is for businesses who want a more personalized level of service to discuss your goals so we can update and adjust your projections with quarterly meetings to update and adjust your projections based on real numbers.
You will fill in your monthly number details in this program (both credit card and checking statements) and then plan 3 quarterly calls within 9 months of phase so you can see how you did it achieving the goals and targets you set out to meet. Includes:
Everything in the Getting Started Program
Upon payment, YogiVal will email you the Income and Expense form* so you can customize your budget for Income and Expense Categories that will help you easily digest your company’s finances.
I will have your customized budget ready to go within 3 business days and will schedule a 1 hour phone call to review your budget to make sure it is customized just how you want it so you can start filling in the numbers and put your business on a better path to profit explosion!
You will be sent monthly reminders to enter your expenses each month from your checking and credit card statements. (or upgrade to the Ultimate plan and I will do it for you and send YOU monthly reports)
You will be sent a reminder for your 3 quarterly meetings to touch base and update your budget and projections. Don’t miss them and schedule them timely to get maximum value.
Full Service Program
The Full Service All IN Get Your Financial $HIT Together Program
YogiVal’s Highest Level of Support for those who don’t even want to look at their bookeepers or checking account statement and just want to hear the good newsabout their exploding profit and income.
This is the Velvet Glove Treatment and Limited to Ensure the Highest Quality Service
$1,499 upfront, $500 billed in 6 months. Includes:
Filling out the Budget form to get your customized budget set up just how you want it
Expense Income Details
Each month by the 7th of each month you will send me or give me access to view any necessary documents to update your expense or income details. I will have your monthly report and budget update sent to you by the 20th of every month.
As long as you give me the info or access to the info I need on the timeline provided)(Includes up to 3 hours a month to update your monthly numbers. Beyond 3 hours a month billed at $150/hour.
Quarterly 90 minute calls to touch base and evaluate the real numbers and adjust projections.
Expense & Income
Finalized expense and income report prepared to give to your CPA
Piece of Mind
The peace of mind to know you are running your small business like the Financial Bad A$$ you are!