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:

September coaching
with Crystal

$399 /Yearly Subscription

  • September 2nd: Raising prices – deciding which services/ products

  • September 9th: Raising prices – communicating with clients

  • September 16th: Removing services/products

  • September 23rd: What is reasonable profit for services products that you are just getting started or love.

  • September 30th: Pricing – how to handle discounts/credits/refunds

October coaching
with Crystal

$399 /Yearly Subscription

  • October 2nd: Budgeting – overhead expenses

  • October 9th: Budgeting – payroll bonuses for year end

  • October 16th: Budgeting – cost of labor vs wages (overhead)

  • October 23rd: Budgeting – cost of goods

  • October 30th: Budgeting – third-party vendors (1099s)

November coaching with Crystal

$399 / Yearly Subscription

  • Novermber 4th: Year over year review

  • Novermber 11th: Forecasting expenses 2026

  • Novermber 18th: Forecasting payroll 2026

  • Novermber 25th: No path to profit – Holiday

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.