Our Services

Managing your business finances is overwhelming, especially when you scale or are in a cash flow crisis OR BOTH!!! Whether you’re just starting out or have been in business for years, our goal is to help you make sense of your expenses, profit, and income and guide you toward positive cash flow. Here are the five ways we would love to work with your business:

Bookkeeping Services

We offer:
1. Daily coding & bookkeeping
2. Weekly CFO Coaching
3. Monthly check-ins
4. Monthly reports & reconciliations
5. Annual Tax Preparation

What Makes Path to Profit Differen
Weekly Coaching

Weekly Coaching

Join Crystal live each week for Path to Profit coaching, where you’ll dive deep into real-world discussions on bookkeeping, budgeting, and business growth. Crystal provides actionable advice to help you build a business that pays you back. These live sessions give you the opportunity to ask questions, learn from other business owners, and get personalized feedback on how to improve your financial strategy.

On-Demand Masterclasses

If you prefer self-paced learning, our on-demand bookkeeping masterclasses are the perfect solution. These courses break down complex financial topics into easy-to-understand lessons, allowing you to learn whenever it fits your schedule. From budgeting basics to advanced bookkeeping techniques, you’ll find the tools you need to take control of your finances without the overwhelm.

QuickBooks.
The STOP Method

Self-Guided Tools

Instantly download Crystal’s book or one of her practical workbooks to start making sense of your numbers today.

  • The STOP Method™ Book: A comprehensive guide to understanding and applying the STOP Method™ to your business finances.
  • DIY STOP Method™ Monthly Workbook: A practical tool to help you track your monthly expenses, set goals, and improve cash flow.
  • STOP Method™ Annual Budgeting Workbook: A strategic, year-long workbook to structure your finances, set revenue goals, and monitor progress.

Get a Sneak Peek with Coaching Videos

Curious about the support you’ll get during Path to Profit? Watch real-time coaching videos with Crystal, where she tackles raw money questions, shares practical strategies, and offers valuable tools for business owners just like you.

February Review, March Forecasting, Q1 Check In and February Payroll
Coaching Topic: Owner Pay

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.