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 a bookkeeper 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!

Path to Profit

Here are the upcoming month’s agendas:

October coaching
with Crystal

$399 /Yearly Subscription
  • October 7th → 12:15pm – 1:15pm (PDT)

    This month, we’re diving deep into the real costs of doing business and how to plan for them with intention. Topics include:
    💸 Year-end payroll bonuses
    🎉 Holiday party budgeting
    📦 Cost of Goods Sold (COGS)
    🏢 Overhead + operating expenses
    👷 Cost of Labor (COL) vs. admin wages
    🤝 1099 vendor planning
    We’re building budgets that align with your people and your profit.

November coaching with Crystal

$399 / Yearly Subscription
  • 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

$399 /Yearly Subscription
  • 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!

financial clarity every step of the way

What Makes Path to Profit Different?

Most coaching programs obsess over top-line sales, with zero financial data to back it up. This coaching program teaches you how to build, grow, and sustain your cash flow.

Path to Profit isn’t another course you buy, binge, and forget. It’s a weekly conversation, a financial check-in, and a business reset, all designed for you, the owner.

What Makes Path to Profit Differen

Built by a Bookkeeper 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.