You Need a Budget (Consultant)

You Need a Budget (YNAB) got you all sorts of tangled up?

If you need help:

  • Setting it up for the very first time

  • Learning how to use YNAB as your business bookkeeping tool (yes! you can totally quit Quickbooks)

  • Figuring out how to use YNAB with Profit First

  • Taking your budgeting ninja skills to the next level

  • Understanding how to do [insert-very-specific-thing-that-isn’t-covered-in-YNAB’s-materials]

OR, if you just don’t want to spend multiple weekends reading all the blogs, listening to the podcasts, and watching alllllll the videos and just want someone to sit with you and show you exactly what to do (and why) - you’re in the right place.

I’ve been using YNAB for 14 years. I’ve definitely got you covered.

All sessions are conducted virtually via Zoom, and recordings of sessions are provided to you so you can rewind and review to your hearts content. Think you might want to give DIY a try? Check out my live, online, small group workshops.

Book and schedule your session(s) here, and we'll be in touch with your next steps.


For most YNAB newbies, a minimum of 2 sessions are recommended (1-3 weeks apart). Existing users may get what they need out of a single session.

Reach out to with any questions! 


Thinking you might want to DIY?

Check out one of my live, online, small group workshops about all things YNAB to get started on the right foot. Multiple levels offered.