In Business Budget Bootcamp you will learn:

• Mistakes to avoid when creating your budget

• How to ensure your budget remains relevant throughout the entire year

• Which tools and software are most helpful, and which to steer clear from

• The most efficient step-by-step process for building, revising, finalizing, and maintaining your budget each year

• Techniques and habits for staying accountable to your budget and your business goals

But most importantly, you’ll be building your budget alongside other business leaders who are likely struggling with some of the same roadblocks as you when it comes to planning, organizing, and simply finding the time to put into the budget process.

This program sets you up with the tools and knowledge you need to create and maintain the best budget you’ve ever had!

The framework you’ll learn is relevant to businesses of all sizes, because the fundamentals of planning, forecasting, and follow-through are universal business principles. Whether you’re a solopreneur, operating at at-home business, or you’re in charge of the budget process for a large company with many employees and multiple departments, the Business Budget Bootcamp can help you!

I help people with budgets because I believe that it is the most important tool you have to ensure success in business. Every goal you strive for, every big sale you make, product you develop, employee you hire or promote, all are reflected in your financials. But without first creating the framework for those things in the form of a budget, you have no tangible way to measure your successes. And if we can’t measure them, then we can’t celebrate them!

What is the structure of Business Budget Bootcamp?

The Business Budget Bootcamp consists of

• Six monthly Group Training Sessions - These sessions are where you’ll learn key concepts and be given assignments and objectives to focus on for the month ahead. Because it is a small group, these calls are interactive and also provide a great networking opportunity to connect, learn and grow with other business owners and leaders.

• One initial One-On-One Coaching Session - This time will be used to discuss the details of your business so I can prepare your customized budget template to get you started. We will also discuss your individual and business goals to ensure we incorporate those priorities into your budget.

• Six monthly One-On-One Check-in Calls - In these 30-minute calls, we will go over any questions you may have on the monthly objectives, and we can talk through any obstacles that may come up.

Why does it take six months to create and implement a budget? Can’t I do it faster?

There are multiple reasons why the Bootcamp is stretched out over the course of six months. The main reason is because years of experience have taught me that things always take longer than we think they will. Especially when working with busy professionals who already have full schedules, it almost never works out in the long run when you try to cram a big project into a short amount of time. The project might get done, but in that amount of time you haven’t created the habits necessary to maintain and carry out what you have created.

By scheduling monthly sessions, this builds the habit of focusing on your budget each month. Even after your budget is done, you need to be frequently checking in with it to make sure your actuals are lining up, and make real-time adjustments to your forecast if and when the course of your business changes.

**While this is a group workshop, you will never be asked to share financial information with others in the group! The purpose of making this a group workshop is to allow the community to learn from each other. Learning and growing is always more fun, and so much more valuable when it’s done in a group setting. Also, the community keeps everyone accountable to the timelines established in each session. If you’re not sure that group coaching is the right fit for you, but you still want to work together, I encourage you to schedule a call to discuss which coaching program will be best for you!