Forum Discussion

TeamLegacy2020's avatar
TeamLegacy2020
Contributor 2
3 months ago

Budget

Hello, 

Any suggestions on a budget app? I wanted to use the Every Dollar app for my landscape business. My current bank will not connect to the app. I changed banks last year so I could connect Jobber. I really don't want to change again. 

  • I use Quickbooks for my landscaping businesses and I've found that their free budgeting tools can be super helpful. That said, I'd love to help you set up your budget though - since I do have extensive landscaping budget experience. 

    For 2024: I set an overall budget for each of my category groups within QB.  Then, during my CEO Friday sesh, I'd review the previous month, month and year to date, to see how they stacked up against my budget.  By staying focused on keeping our expenses in check, we not only met but exceeded our forecasted goals. 

    Budget Goals (% of Revenue)
    Payroll 60%
    General & Admin 10%
    Long Term Savings 10%
    Profit Transfers 5%
    Equipment Repairs 5%
    Materials and Subs 10%

    If you're looking for guidance or insight on creating a budget that works for your business, I'd be happy to help! 

    • BMoore's avatar
      BMoore
      Contributor 2

      Kelly, could you share more on profit share? 

    • Sunnyside2025's avatar
      Sunnyside2025
      Contributor 2

      Hey I wanted to reach out to you for help making a budget for my lawn care business.

      • KellyGuerrero's avatar
        KellyGuerrero
        Contributor 4

        Absolutely I'd love to help you! Are you just starting out or do you have a client base already?  If you'd like me to I could schedule an introductory call with you to review and see how I can be of assistance!  You can shoot me a message at kelly@homeprocoaching.com 

        Looking forward to seeing how I can help! 

    • bedellmgmt's avatar
      bedellmgmt
      Jobber Ambassador

      I budget in QBO as well and it is great - the budget vs actuals report is such a helpful tool to track things in real time!