YNAB-friendly Financial Planners and CPA recommendations
I'm new to the forums, but I didn't see this information anywhere. I apologize if it is.
My family owns a small business (restaurant) and we use Quickbooks for bookkeeping. YNAB is what I use for personal budgeting though and while I would love to use it for our business, I'm too afraid of trying to tackle that without some kind of professional help. Does anyone know of a resource that can link me to local financial planners and CPAs who are familiar and comfortable with YNAB? I don't think our current CPA would know what to do with it.
I don't know that itd be local, but I'm fairly certain BudgetNerd works remotely. https://budgetnerd.me/
Run by a former YNAB employee who ended up spinning off the "small business help" arm of the company.Reply
Any YNAB experts in Houston? I used YNAB classic for 3 years and just discovered I was doing it wrong. I'm just getting started using YNAB 4 for both my small business and personal budgeting.Reply
Hey HBC !
We do have some resources for you! YNAB the company runs on YNAB the software, and it's working great! Check out this article on how to set up a business budget.
The founder of YNAB, Jesse, has written a number of blog posts that you might find helpful too. Here are some great ones:
- Goodbye Quickbooks: You Need a Separate Business Budget
- Moving YNAB to YNAB
- YNAB’s Business Category Setup in YNAB Revealed.
- Goodbye Quickbooks: Use YNAB to Track Accounts Receivable
- Success Story: How YNAB Helped Me Launch A Profitable Business
Keep in mind that they were created based off of our previous version of YNAB (YNAB 4) so you won't recognize some of the screenshots. The information is all still relevant, though!
Let me know if you have any more questions at all! I know you'll find some incredible resources here on the forum too, the YNAB community is the best! 💛Reply