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?

Great News!

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

$395

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.

Customized Budget

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!

Monthly Reminders

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)

Quarterly Meetings

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. 

Tax Prep

At the end of the year you will have expenses set up to give to your CPA for your tax prep and totals to plan your next year of budgeting and projecting. (You can continue on an annual plan for a reduced rate if you stick with it or you are off to the races as a budgeting Bad A$$!)

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.

$1,999

This is the Velvet Glove Treatment and Limited to Ensure the Highest Quality Service

$1,499 upfront, $500 billed in 6 months. Includes:

Customized Budgeting

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.

Monthly Reminders

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!