Upcoming Masterclasses & Workshops

Here are the upcoming events:

April 2026
with Crystal

$299 /per workshop
  • April 7, 2026 → 12:15pm – 1:15pm (PST)

    Q&A to follow workshop. This quarter is all about momentum, mid-year positioning, and operational clarity. Topics include:
    📈 Quarterly Budget Check-In + Variance Review
    💼 Revenue Planning for Q2
    🏷️ KPI Clarity for Revenue Generators
    💸 Quarterly STOP Method™ Transfers

July 2026
with Crystal

$299 /per workshop
  • July 7, 2026 → 12:15pm – 1:15pm (PST)

    Q&A to follow workshop. This month is about strengthening your operations and preventing the Q4 panic most business owners feel. Topics may include:
    📈 Quarterly Budget Check-In + Variance Review
    💼 Revenue Planning for Q2
    🏷️ KPI Clarity for Revenue Generators
    💸 Quarterly STOP Method™ Transfers

October 2026
with Crystal

$299 /per workshop
  • October 6, 2026 → 12:15pm – 1:15pm (PST)

    This quarter is all about locking in your financial foundation for 2027 and finishing the year intentionally. Topics may include:
    🎉 Holiday + Year-End Spending Budgeting
    🏦 STOP Method™ Quarterly Review
    📊 Final 2026 Financial Review
    🧮 2027 Budget Drafting Begins

Past Workshops

These sessions have already taken place, but you can review the topics covered below.
Be sure to check the upcoming events above to reserve your seat for the next workshop.

November coaching with Crystal

$299 / no longer available
  • November 4th → 12:15pm – 1:15pm (PDT)

    This month is all about aligning your 2026 vision with clarity. Topics include:
    📅 Starting your 2026 budget
    📈 Year-over-year financial review
    🔮 Forecasting 2026 operating + overhead expenses
    👥 Forecasting 2026 payroll with intention
    Let’s build your budget that reduces your chaos and anxiety.

December coaching
with Crystal

$299 /Closed
  • December 2nd → 12:15pm – 1:15pm (PDT)

    We’re wrapping up the year by locking in the financial foundation for 2026. For December, we’ll focus on:
    🔐 Forecasting your break-even point to keep your doors open
    💰 Setting income goals that include profit and reserves
    🏦 Structuring your 4 STOP bank accounts with intention
    📤 Creating SMART goals for Savings, Taxes, & Profit Sharing transfers
    Here’s your reminder that your budget = your dreams in number format. Let’s make your 2026 budget align with your dreams!

January 2026
with Crystal

$299 /per workshop
  • January 6, 2026 → 12:15pm – 1:15pm (PST)

    Q&A to follow the workshop. This quarter, we’re diving deep into the real costs of doing business and how to plan for them with intention. Topics include:
    📊 2025 Year-End Review
    🧮 Setting Your Annual Budget + Departmental Targets
    🏦 STOP Method™ Forecasting for Q1
    👥 Payroll Strategy for 2026
    💳 Subscription + Software Audit for Q1 Optimization
    We’re building a quarterly budget that aligns with your vision.

Is Path to Profit Right for You?

Path to Profit is perfect if you…

  • Are making money but still unsure if you’re truly profitable.

  • Avoid looking at your numbers because they overwhelm you.

  • Feel anxious about payroll and managing a growing team.

  • Want to move beyond the hustle and create consistency.

  • Have been in business for 3+ years.

  • Aim to run a real business, not just a side hustle.

  • Are ready to invest in a coach who can guide you.

  • Are coachable, committed, and prepared to level up.

  • Even if you’re an accountant or CFO, Crystal believes in collaboration over competition.

Bookkeeper blog

If you’ve been waking up at 2am wondering where the cash went…
If you’re tired of hiding financial stress behind a smile…
If you know you can’t scale without a clear structure – Path to Profit is for you!

financial clarity every step of the way

What Makes These Workshops Different?

Most business programs obsess over top-line sales, with little to no financial data to support real growth. These workshops focus on helping you understand your numbers, strengthen your cash flow, and make confident financial decisions for your business.

These aren’t courses you buy, binge, and forget. Each workshop is an interactive experience designed to give you practical insights, real financial clarity, and actionable strategies you can apply right away. They are built specifically for business owners who want to grow with intention.

What Makes Path to Profit Differen

Built by a Business Owner Who’s Been There

Crystal has built, scaled, and sold businesses. She knows what it’s like to stress over payroll and wonder how you’ll survive the month.

Real-Time Coaching

You get live CFO and business support with Crystal every single week. No pre-recorded fluff, no guesswork, no being left on your own.

Cash Flow Mindset (With a Heart)

This isn’t about cutting corners or hustling harder. It’s about building a business that brings peace, profit, and joy; to you, your team, and everyone you serve.

Community Over Competition

You’ll be surrounded by honest, kind, growth-minded business owners, just like you.

A Safe Space for Hard Questions

Ask what you’ve been scared to say out loud. You’ll get clarity, tools, and relief. There’s magic in collaboration.

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.