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TRIO Budget Management
Budget Blueprint
$250
This service includes:
An editable, monthly budget tracker spreadsheet template (excluding pre-filled data) ready for immediate use.
A 1-hour Tracker Kickstart consultation, with both Elizabeth Retamozo and Melissa Trevino, to guide you through setup and ongoing use.
Ideal for:
New TRIO Project Staff or assistants needing a straightforward tool for real-time, monthly financial monitoring.
Projects requiring a quick and effective system to track immediate expenses and budget status before diving into a full-scale comprehensive system.
Teams that primarily need a simple, focused template and a guided walkthrough to ensure correct usage from day one.
Anyone looking for the most cost-effective entry point to establish basic, reliable financial tracking with expert technical support.
Additional hours of assistance, or Strategy Sessions, can be purchased separately, as needed.
The meeting will be recorded, and you will have access to it for one year, unless you download it.
Purchase Details
At purchase, a Zip file will be downloaded to your email that will contain:
- a PDF file with instructions for scheduling your 1-hour consultation
- an Excel file containing the Monthly Budget Tracker spreadsheet so you can start using it right away if you don't want to wait for the consultation
Please view the accompanying video and picture to see a preview of the Monthly Budget Tracker spreadsheet.
Budget Blueprint
Elizabeth "Lisa" Retamozo
Founder & Executive Director
Lisa Retamozo has 30 years of administrative experience in the implementation, Principal management, supervision, and evaluation of federal and state-funded educational and career opportunity programs serving low-income and potential first-generation youth and their families.
Lisa provides TRIO projects across the nation with technical assistance in the areas of program implementation; compliance assessments; external process-based evaluations; documentation, recordkeeping, and annual performance reporting; database management; and other professional development workshops.
Melissa Trevino
Budget Management Consultant
Melissa is a seasoned accounting professional with 25 years of experience dedicated to financial accuracy and client peace of mind. She earned her degree in accounting from the University of Texas at San Antonio, which launched a diverse and dynamic career.
Melissa’s professional journey began in commercial and residential real estate, a path that soon led her into the specialized fields of private equity and trust accounting. Over the years, she honed her skills in joint venture and franchise accounting, developing a comprehensive understanding of complex financial systems.
Ultimately, Melissa discovered her true calling: empowering business owners to focus on their core operations by providing them with expert financial support. This passion, combined with a shared vision with a close friend and colleague, led to the creation of Proof & Balance. As a partner in the firm, she leverages her extensive industry knowledge to deliver full transparency and exceptional service, ensuring clients feel confident and valued. Through her work, Melissa provides more than just financial accuracy—she offers the peace of mind that comes from knowing your business is in truly good hands.