Certified QuickBooks Accountant

Empowering You With Smart Financial Leadership

Mentoring you on how to confidently manage your cash flow by combining intuition with real-time financials and bookkeeping data.

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Intuit icons
Intuit icons

You’re Brilliant at What You Do

We’re Here To Back You Up With Financials And Bookkeeping

Positive cash flow is one of the most frustrating parts of running your business, wouldn’t you agree? With our bookkeeping services, you also get weekly budgeting support. Your bookkeeping does nothing for you if you do not understand the data and cash flow trends of your business.

At My CFO, we don’t just keep your books up to date, we are also constantly looking at your books, analyzing trends, and empowering you with data that aligns with your gut feelings.

  • Your profit and loss numbers do not match what is in the bank?

  • You had the best sales month ever but you’re still struggling?

  • You paid everyone else but skipped paying yourself (again)

  • You feel embarrassed that your books are behind, messy, or non-existent

  • You’re not sure which services/products are turning a profit

Because at the end of the day, cash flow isn’t luck, it’s strategy.

Tailored Financial Solutions

Strategic financial support for CEOs

Here are the three core financial services My CFO provides to support your growth:

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Bookkeeping

– Cash flow isn’t luck, it’s strategy

Your bookkeeping should make your life easier and your decisions clearer. With our daily coding and monthly reviews with you, clean books become your greatest source of confidence. You will know your next step and trust yourself to take it, which helps you smooth out the roller coaster of cash flow. Clean books create clarity, stability, and hope. And we are here to support you through it all.

Coaching

Workshops

– Quarterly Budgeting Workshops With Crystal

Designed for CEOs who want budgeting clarity without overwhelm. These quarterly coaching sessions help you master cash flow, strengthen profitability, and build a financial plan you can follow. Between sessions, you’ll receive ongoing support and check-ins inside the My CFO Community.

Available as a stand-alone workshop.

Masterclasses

Masterclasses & Coaching

– Empower Yourself with Financial Knowledge

Take the mystery out of your business finances and step into the kind of clarity that changes everything. Crystal’s live financial coaching programs and on-demand masterclasses give you straightforward, actionable steps so you can trust your numbers, manage cash flow with confidence, and build a business that grows sustainably. These programs are for the entrepreneur who is ready to strengthen financial literacy, create smarter budgets, and lead with data that aligns with their instincts.

Your Financial Success Starts Here

Why Choose My CFO?

At My CFO, you get more than an accountant. You get a partner in building a cash flow–positive business where your instincts and your financial data work together. You will have a QuickBooks Certified Accountant who helps you understand your reports, recognize trends, manage cash flow, and develop personalized budgeting strategies tailored to your goals.

And you won’t be doing any of it alone. You’ll also become part of a community of driven business owners who are learning, leading, and growing together. It’s a place to ask questions, get daily support, celebrate wins, and build confidence in your financial decisions.

We understand the realities of running a business because we’ve lived them. Our approach blends expert guidance, proven systems like the STOP Method™, and personalized support so you can make informed, confident decisions as a CEO.

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Expert Financial Guidance

Crystal has owned eight businesses, sold three of them, and supported thousands of entrepreneurs in strengthening their budgets and cash flow. She understands firsthand what it takes to build a profitable, sustainable company. And it all begins with one thing: keeping your bookkeeping up to date. When your numbers are current and clear, every decision you make becomes stronger, smarter, and more aligned with the future you’re building.

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Tailored to Your Business Needs

What makes your business unique is you. That’s why your bookkeeping should be built around the way you run your company and the numbers you need to see each week. And if you aren’t sure what you need to track yet, we will teach you. Our job is to help you understand your numbers, trust your decisions, and feel confident leading your business forward.

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Clear, Simple, and Actionable

Your numbers should always be ready when you are. With daily bookkeeping, monthly reports, and year-end tax prep, you can count on having accurate, up-to-date financials whenever you need them. You get clean data, real-time clarity, and the confidence to make decisions that align with your vision.

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Focus on Your Success

You’re building something bigger than day-to-day tasks, and your bookkeeping should reflect that. When you hand your numbers to us, you step into the kind of financial clarity that elevates your entire business. Your books stay clean, your cash flow stays clear, and you finally have the insight to make confident, strategic decisions.

This is more than bookkeeping. It is your financial level up. With coaching, community, and real-time support, you gain a partner who helps you interpret your numbers, strengthen your systems, and lead your business with the confidence of a true CEO.

Ready to take control of your finances? Reach out to My CFO today.

Ready to take control of your finances? Reach out to My CFO today.

About My CFO

Your Trusted Financial Partner

About Us

We’re a team of proud finance nerds who get way too excited about clean data, organized spreadsheets, and color-coded checklists. Our mission is simple: to make sure you understand your books in a way that feels clear, confident, and genuinely helpful for your business.

At My CFO, our mission is to elevate your financial leadership and bring you the clarity, confidence, and hope you need to build the business you envision.

To empower business owners everywhere to elevate their financial leadership.

We achieve this by mentoring and teaching you the tools, coaching, and real-time financial insight you need to lead.

Your Guide to Financial Clarity and Leadership

Introducing “The STOP Method™”

Most business owners are never taught how to manage their money. They’re told to sell more, hustle harder, and hope the numbers work out.
But revenue without profit is just noise and cash flow isn’t luck, it’s strategy.

In The STOP Method™, author and financial expert Crystal Noell shares her proven five-part budgeting system that helps entrepreneurs finally take control of their money. Backed by 17 years of experience, eight businesses launched (including several multi-million-dollar companies), and thousands of budgets reviewed, Crystal gives you the tools to build a financial foundation that works, bring you a bit of peace and hope in the chaos of entrepreneurship.

Inside this book, you’ll learn how to:

  • Use the EPI Formula™ (Expenses + Profit = Income) to set intentional sales goals
  • Create cash flow stability using four STOP bank accounts (Savings, Taxes, Operations, Profit Sharing)
  • Eliminate pricing confusion and align your offers with real profit margins
  • Track the KPIs that matter most for growth and sustainability
  • Build cash reserves so tax time and payroll never create panic again

Whether you’re a solopreneur or scaling a growing team, The STOP Method™ gives you clarity, confidence, and control over your finances.

Ready to stop winging it and start building a business that works for you?
Because cash flow isn’t luck,it’s strategy.

books

An Accountant’s Tale

Crystal’s Blog

Crystal’s Blog offers expert financial insights, tips, and strategies to help entrepreneurs
navigate the complexities of business finances and achieve sustainable growth.