Business Budgeting

Business Budgeting & mentoring - With Jackie Matjasec

Get clarity. Build confidence. Take control of your business money.

Running a business can be overwhelming when your numbers don’t make sense. You’re juggling clients, invoices, cash flow — and trying to build something sustainable at the same time.

I’m not an accountant or a financial planner — I’m a business owner, just like you. My mentoring sessions are hands-on, practical and real. Together, we’ll get your money organised, your systems flowing, and your mindset ready to grow.

Jackie Matjasec from The Simple Budget
Jackie Matjasec from The Simple Budget

📍 Based in Logan QLD — supporting Brisbane, Ipswich, Gold Coast and businesses online across Australia.

Business Budget Setup $700+ GST

Two × 2-hour 1:1 sessions (held 1–2 weeks apart)
Includes Business Budget Course, Spreadsheet & Templates

  • Review your cash flow and budget progress

  • Stay accountable with expert guidance

  • Ask questions and adjust as your business grows

Perfect for those who’ve completed the Business Budget Setup and want ongoing support.

Session 1 – Map Out Your Business Budget
  • Build your budget using the Business Budget Spreadsheet

  • Identify fixed and variable costs, GST, super, and profit targets

  • Find gaps and opportunities in your cash flow

  • Create a budget that fits your goals and lifestyle

Session 2 – Implementation & Systems
  • Set up bank accounts for tax, bills, overflow, and profit

  • Learn Xero basics (categories, invoicing, reconciliation)

  • Build your monthly check-in routine

👉 Perfect for sole traders, startups, and micro-business owners who want a simple system to understand their money without the overwhelm.

Monthly Money Mentor — $200 + GST
1.5 -hour 1:1 check-in each month to:
Quarterly Review - $200 + GST

keep your budget sharp, your systems flowing, and your goals in focus. Perfect for those who’ve completed the Business Budget Setup and want continued support without the guesswork.

Optional Add-Ons:

  • Xero basics setup & support

  • Canva training for business branding

  • Creating your first online course

  • Business mindset & productivity support

The Simple Budget Piggy Plant
The Simple Budget Piggy Plant

Ongoing Support

Because getting your budget set up is just the beginning.

1.5 -hour 1:1 check-in each quarter to:
Why It Works

This isn’t accounting. It’s practical, real-world mentoring that gives you control and clarity over your business finances. You’ll walk away with a system you can actually use — plus the support to keep it working as your business grows.

📍 Based in Logan QLD. Supporting businesses across Brisbane, Ipswich, the Gold Coast, Sunshine Coast, regional QLD and online Australia-wide.

Ready to Get Started?

Business Budget Spreadsheet $15+GST

A simple, powerful tool to bring clarity and confidence to your business finances.

Managing business money doesn’t have to feel complicated. The Business Budget Spreadsheet gives you a clear, practical structure to understand exactly where your money is going and how to stay on top of it.

It’s the same spreadsheet I use with my Business Budgeting clients — trusted by sole traders and small business owners across Australia.

This isn’t just a spreadsheet. It’s a system. It’s the foundation for cash flow clarity, smarter decisions, and less stress around money.

The Simple Budget Business Spreadsheet
The Simple Budget Business Spreadsheet

Why it works:

When you can see your numbers clearly, everything changes.
This tool makes it easy to:

  • Allocate income into GST, tax, bills, profit and overflow

  • Know exactly what’s available to spend or save

  • Plan ahead with confidence, not guesswork

  • Keep your business finances clean and simple — without spreadsheets taking over your life

What’s Included:

  • Instant digital download of the Business Budget Spreadsheet

  • Clear structure to separate income, expenses, GST, tax and profit

  • Easy-to-use layout — no complicated formulas required

  • The same system used in my 1:1 Business Budgeting sessions

  • Ideal for use alongside mentoring or as a stand-alone tool

Perfect for:

  • Sole traders and micro-business owners who want a simple way to manage their money

  • Startups and side hustlers getting serious about cash flow

  • Business owners who want clarity and control without overcomplicating their finances

  • Anyone ready to finally understand their numbers and stop winging it