Certified QuickBooks Bookkeeper

Empowering Your Business with Smart Financial Leadership

Teaching you how to confidently manage your cash flow by combining intuition with real-time 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 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

Cash Flow Isn’t Luck, It’s Strategy

Tailored Financial Solutions

Our Services:
Simplifying Your Financial Success

Managing your business finances is stressful and overwhelming. Here are FIVE bookkeeping services that My CFO offers:

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Bookkeeping

– Delegate to Elevate

Our bookkeeping services go beyond data entry. From daily coding to monthly meetings, we give you the clarity to understand your numbers, spot income and expense trends, and smooth out the roller coaster of cash flow. With accurate books and actionable insights, you’ll always know your next financial move and feel confident making it.

Coaching

CFO Coaching

– Weekly budget coaching with Crystal

Weekly coaching with Crystal to help you simplify cash flow, increase profitability, and feel confident about your financial decision. You’ll get real-world strategies, accountability, and support from someone who’s built multiple businesses and knows what it takes to create lasting financial cash flow clarity. Path to Profit is included with your bookkeeping subscription or can be purchased as a stand alone service.

Masterclasses

Masterclasses

– Empower Yourself with Financial Knowledge

Take the mystery out of your small business finances with Crystal’s on-demand bookkeeping and budgeting masterclasses. These self-paced courses break down complex financial concepts into clear, actionable steps so you can manage cash flow, understand your numbers, and grow your business with confidence. Perfect for entrepreneurs who want to improve financial literacy, create smarter budgets, and scale sustainably.

Your Financial Success Starts Here

Why Choose My CFO?

At My CFO, we’re more than “just bookkeepers”. We’re your partner in building a cash flow positive busines, where your gut feelings align with your financial data. You will have a QuickBooks Certified Bookkeeper to help guide you through reports, trends, cash flow management, and personalized budgeting strategies for your business.

We know the challenges of running a business because we’ve been there. That’s why our approach combines expert guidance, proven systems like the STOP Method™, and personalized support to help you make informed financial decisions. Because cash flow isn’t luck, it’s strategy.

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Expert Financial Guidance

Crystal has owned 8 business, sold 3 of them, and has helped thousands of business owners with their budgets and cash flow. Operating a profitable business all starts with your bookkeeping being up to date.

Tailored to Your Business Needs icon
Tailored to Your Business Needs

What makes your business unique is YOU. Therefore, your bookkeeping is created around the type of business you are running and the numbers that you need to see each week. And if you don’t know what you need to see, we will help you learn!

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Clear, Simple, and Actionable

We are in your books every day, making sure that your data is being coded correctly. We offer daily bookeeping, weekly budgeting with Crystal, monthly reports, and year-end tax prep. We love knowing that if you need it, your books are always up to date and ready for you!

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Focus on Your Success

We love working with entrepreneurs like you – the ones ready to level up and delegate with purpose. Our bookkeeping services are built to take the financial weight off your plate, so you can stop spending energy on tasks that no longer serve your growth and are keeping you stuck in the weeds.

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

Our team is a bunch of nerds who love numbers, spreadsheets, checking off lists, and making sure you understand your books as much as you want to!

At My CFO, our mission is to simplify bookkeeping, cash flow, and budgeting so you can break free from chaos and build a business that truly supports your life and your dreams.

To empower business owners everywhere to build profitable, sustainable businesses.

Because at the end of the day, profit isn’t an accident, it’s a plan. And cash flow isn’t luck, it’s strategy.

Your Guide to Financial Clarity and Success

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, without overwhelm.

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

A Bookkeeper’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.