Business Planning & Consulting

Strategic Guidance to Grow Your Business

Yanira works alongside business owners to develop actionable plans, optimize financial performance, and build long-term strategies that drive real, sustainable results.

Book a Consultation Ask a Question
๐Ÿ’ผ

Strategic Business Planning

From startup roadmaps to growth strategies, Yanira helps you define where your business is going and exactly how to get there with a clear, actionable plan.

๐Ÿ“ˆ

Financial Performance

Identify where money is being lost, optimize cash flow, and build financial systems that give you real-time visibility into your business performance.

๐Ÿค

Expert Consulting

Leverage Yanira's 7+ years of financial expertise to make smarter decisions, avoid costly mistakes, and accelerate your path to profitability.


Consulting Services

How Yanira Helps Your Business

1

Business Plan Development

Build a comprehensive business plan with market analysis, financial projections, and a clear strategic direction to attract investors and guide your growth.

2

Cash Flow & Profitability

Understand where your money goes, reduce unnecessary expenses, and implement systems to maximize profitability and maintain positive cash flow.

3

Financial Forecasting

Project revenue, expenses, and growth scenarios so you can make confident decisions and plan ahead with accurate financial data.

4

Operational Efficiency

Identify bottlenecks, streamline processes, and reduce overhead so your business runs leaner and more effectively at every stage.

5

Growth & Scaling Strategy

Ready to grow? Yanira helps you build a scalable model, identify expansion opportunities, and ensure your finances can support your next level.

6

Ongoing Advisory Support

Business challenges don't follow a schedule. Yanira provides continued guidance as your business evolves, keeping your strategy aligned with your goals.

Who This Is For
  • โœ“ Startups building their first business plan
  • โœ“ Small business owners ready to scale
  • โœ“ Businesses struggling with cash flow
  • โœ“ Entrepreneurs seeking investment or loans
  • โœ“ Owners wanting to improve profitability
  • โœ“ Anyone needing an expert second opinion
๐Ÿ†

Award-Winning Expertise

Yanira is a two-time award winner โ€” Financial Life Coach of the Year (2020) and Top Sales Rep of the Year (2023) โ€” with over 7 years of experience helping businesses succeed.

Work with Yanira

Budget Planning Platform

Strategic Business Planning โ€” Subscription Plans

Access budget.nextlevelwealthadvisor.com โ€” a dedicated planning platform built for businesses ready to take their financial strategy to the next level. Choose the plan that fits your needs.

Basic

$49.99
per month
  • Access to the budget planning platform
  • Financial goal tracking and projections
  • Monthly budget templates and reports
  • Cash flow monitoring tools
  • Email support
Get Started

Inside the Platform

Five tools, one login

Here's what subscribers get access to at budget.nextlevelwealthadvisor.com โ€” click any tool to explore.

Tool 1

๐Ÿ“Š Budget Planner

Enter your monthly revenue streams and expense categories and the platform automatically builds your profit & loss, projects a 12-month cash flow, and calculates your break-even point.

  • Revenue & expense entry with live totals
  • 12-month P&L projection chart
  • Break-even calculation
  • Export-ready data
Try the Budget Planner โ†’
Budget Planner
Monthly Revenue
$8,500
Monthly Expenses
$3,240
Net Income
$5,260
12-Month Projection
Tool 2

๐Ÿงพ Invoice Manager

Create professional invoices, track their status (sent, paid, overdue), and print PDF-ready copies for any client โ€” all without leaving the platform.

  • Client and line-item entry
  • Status tracking: Draft โ†’ Sent โ†’ Paid โ†’ Overdue
  • Print/PDF-ready invoice layout
  • Outstanding balance dashboard
Open Invoice Manager โ†’
Invoice Manager
Invoices
3 Pending
INV-1042 ยท ABC Corp
Due Jul 15
PAID
INV-1043 ยท Rivera LLC
Due Jul 10 ยท Overdue
OVERDUE
INV-1044 ยท Smith Co
Sent ยท Due Jul 28
SENT
Tool 3

๐Ÿ“‹ Tax Center

Calculate quarterly estimated taxes, compare LLC vs. S Corp tax savings, track deductions, and see the key IRS deadlines you can't afford to miss.

  • Quarterly estimated tax calculator (2025 rates)
  • LLC vs. S Corp tax savings comparison
  • Business deduction tracker
  • Key IRS deadline calendar
Open Tax Center โ†’
Tax Center
Q3 Estimated Tax
Net Income
$15,780
Est. Tax Due
$3,893
๐Ÿ’ก S Corp could save you
$4,200 / year
Tool 4

๐Ÿ’ฐ Payroll & Salary

Find your S Corp reasonable salary, calculate payroll taxes, and compare the true cost of a contractor vs. a full-time employee.

  • S Corp reasonable salary finder
  • Payroll tax calculator
  • Contractor vs. employee cost comparison
Open Payroll Tool โ†’
Tool 5

๐Ÿข Formation Guide

Take the LLC vs. S Corp quiz, follow step-by-step Florida formation instructions, and compare entity costs and complexity.

  • LLC vs. S Corp decision quiz
  • Step-by-step Florida formation guide
  • Entity cost and complexity comparison
Open Formation Guide โ†’

Common Questions

Business Planning FAQ

Business consulting involves working with an experienced advisor to analyze your business, identify challenges and opportunities, and develop strategies to improve performance and achieve your goals. Yanira brings financial expertise and real-world experience to every engagement.
Business building focuses on legally establishing your company โ€” forming an LLC, getting your EIN, opening a bank account, etc. Business planning and consulting focuses on strategy, financial performance, and growth for businesses that are already operating or ready to launch.
Consulting fees vary based on the scope and duration of the engagement. Yanira offers a free initial consultation to assess your needs and provide a clear proposal before any commitment is made.
Yes. Yanira can help you prepare financial projections, business plans, and documentation needed to approach lenders, investors, or apply for business grants. A strong financial foundation is key to securing funding.
Yanira works with a wide range of industries โ€” from service businesses and retail to healthcare and real estate. Her expertise in financial planning and business strategy applies across sectors, with solutions tailored to your specific market.
Let's Build Your Strategy

Ready to Take Your Business to the Next Level?

Expert business planning and consulting tailored to your goals. Book a consultation with Yanira and start building your path to growth.

Book a Consultation