Do you offer bookkeeping services too?

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

What is The STOP Method™ and how does it work?

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.

Do I need QuickBooks or special software to use The STOP Method™?

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.

How can The STOP Method™ help my business grow?

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.

Is this beginner-friendly?

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

What’s included in Path to Profit weekly coaching?

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.

How do I know if Path to Profit is right for me?

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.

Can I join Path to Profit if I already have an accountant?

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.

What are the DIY Resources and Self-Guided Tools?

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.

What are the Masterclasses and how do they work?

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.

FAQs Archive - My CFO

Do you offer bookkeeping services too?
read more
What is The STOP Method™ and how does it work?
read more
Do I need QuickBooks or special software to use The STOP Method™?
read more
How can The STOP Method™ help my business grow?
read more
Is this beginner-friendly?
read more
What’s included in Path to Profit weekly coaching?
read more
How do I know if Path to Profit is right for me?
read more
Can I join Path to Profit if I already have an accountant?
read more
What are the DIY Resources and Self-Guided Tools?
read more
What are the Masterclasses and how do they work?
read more

FAQs