Yes! My CFO offers professional bookkeeping services that include daily coding, monthly check-ins, court preparation, and year-end tax prep

The STOP Method™ is a 5-part budgeting system that helps business owners stop flying blind with their finances. It walks you through how to create a real budget, set a top-line sales goal, define your revenue generators, identify the KPIs that matter, and set up the right bank accounts to support your cash flow.

Nope. While QuickBooks Online makes tracking easier (and we love it), you can use a spreadsheet or even a notebook. If you need guidance, check out the DIY STOP Method™ Workbook or one of Crystal’s Masterclasses to help you get started step by step.

It makes budgeting easier by giving you structure, clarity, and confidence. You’ll know how much to sell, what to pay yourself, and how to plan for taxes and team growth. It’s about moving from reactive to proactive with your money.

Yes! We keep things simple, practical, and judgment-free. You won’t find any stuffy finance speak here

Each week, Crystal leads live coaching on topics like budgeting, owner pay, cash flow planning, and building a financial strategy that works. You’ll get direct answers to your questions, real-world examples, and the confidence to make smarter financial decisions.

Path to Profit is ideal if you’ve been in business 3+ years, have (or want) a team, are making six figures or more, and are ready to stop winging it with your finances. You’ll love it if you’re growth-minded, overwhelmed, and craving clarity and accountability.

Yes! Path to Profit doesn’t replace your bookkeeper, it enhances the strategy behind your numbers. You’ll learn how to read your reports, plan ahead, and make better decisions, so you can work with your bookkeeper, not blindly depend on them.

Absolutely not. Our whole mission is to make budgeting easier for you. Whether you love spreadsheets or avoid them at all costs, we meet you where you are and build systems that work for how your brain (and business) operates.

It depends on how you learn best!

→ Want immediate structure? Grab the STOP Method™ Workbook.
→ Want to go deeper? Take a Masterclass.
→ Want weekly support and live coaching? Join Path to Profit.

Still unsure? Send us a message and we’ll help you find the right fit.

Due to the digital nature of our products, we do not offer refunds.

✅ Prefer one-on-one support?
→ Path to Profit Coaching gives you weekly live calls with Crystal and real-time feedback on your financial strategy.

✅ Want to learn at your own pace?
→ Masterclasses let you dive into bookkeeping and budgeting on your schedule, with step-by-step video lessons.

✅ Ready to DIY your way to clarity?
→ Workbooks & Self-Guided Resources give you everything you need to build a budget and take control.

Absolutely. The STOP Method™ was built for the ebb and flow of small business life. Whether your income is seasonal, project-based, or unpredictable, we’ll help you create a budget that flexes with you while still planning for profit and stability.

Think of it like this:

→ The workbook is your DIY roadmap.

→ The masterclasses are your on-demand education.

→ The coaching is your real-time support, accountability, and strategy.

Choose the one that fits your learning style or mix and match!

Masterclasses are self-paced video trainings that walk you through topics like forecasting, budgeting, and profit planning. Each one is 1.5–2 hours, divided into bite-sized modules you can watch (and rewatch) anytime. It’s like having Crystal in your back pocket.

These include Crystal’s book, budgeting workbook, and masterclasses that are designed for entrepreneurs who want to take action now. They’re perfect for DIYers who prefer to learn at their own pace, but still want tools that actually work.