BUDGET IN A DAY

2025 Custom Budget & Projection Build-Out!

We get it… planning for next year

can be TOUGH

But it's the key to business success.

Having a solid financial projection and budget in place is essential in helping you reach your goals. I know it can be daunting to know where to start, but we’re here to help!

If you're like most of my clients, you've got big dreams - everything from growing your team to finally buying that dream home, giving back to the non-profit you care about, or even expanding your family while still having your business thrive.

And guess what? With our proven budgeting process, we've seen remarkable results, even in the midst of pursuing those dreams! We've actually increased profitability by a whooping 72%. And, we’re confident that we can achieve the same for you too!

There are only 10 spots available, so book your kick off call now!

  • We'll demystify the budgeting process and help you create a realistic plan that aligns with your business goals. You'll know exactly where your money is going and make informed decisions to optimize your resources.

  • We'll take a peek into the crystal ball (metaphorically speaking, of course) and develop projections that will give you insights into your business's growth potential. It's like having a GPS for your financial journey!

  • Our Custom Budget & Projection Build-Out goes beyond just numbers on a spreadsheet. We'll provide you with actionable insights and recommendations to maximize profitability and avoid potential pitfalls. Consider us your virtual CFO sidekick!

$1,000

*$250 discount code for current clients and any 2024 clean up projects we do from October-December

Now, you might be thinking…

"This sounds amazing, but will it break the bank?" Drum roll, please... Nope! We believe in making budgeting accessible to everyone. That's why our Custom Budget & Projection Build-Out is available for $1,000. You'll get massive value and access to our CFO's without being in monthly retainer!

Next steps…

BEFORE YOU BOOK…

Make sure your books are up-to-date whether it’s you or another bookkeeper. We require accurate books for this service! If your bookkeeping is not up-to-date, check out our VIP Week.

SIGN UP

Once your payment is complete, we’ll reach out to get your Budget in a Day officially booked and send you a questionnaire to get started.

KICK OFF CALL

At the start of your day we’ll hop on a 30 minute call to discuss your form, your goals, and what you have going on for 2025! Then the fun begins :)

RECAP

By the end of the day you’ll have the budget buildout + Loom explaining how to utilize the budget to actuals so you can help grow your business!

Are you more of a DIY girl? 

We hear you! Check out our Business Budget Template.

Move away from guesswork and actually have a plan. A strong cash flow is the key to a healthy business and that starts with projections and budgeting!

Want even more support? 

Are you ready to build a firm foundation for your business? 

  • Understand what your numbers are telling you. 

  • Increase profitability in your business.

  • Be proactive with your finances to make better informed decisions.

Or maybe you just really don’t want to have to do your bookkeeping ever again and want someone else to take care of it for you…

You may be a perfect fit for our monthly bookkeeping services.