Our Services
Running a business often feels like carrying the weight of the world on your shoulders. Your employees depend on you. Your clients depend on you. Your family depends on you. Every decision has a financial consequence.
You don’t have to have all the answers, but you do deserve a financial partner who helps you find them. Whether you’re preparing to hire your first employee, growing your team, or building the cash reserves that give you peace of mind, we’re here to help you make confident financial decisions every step of the way. Here are the ways we can support your business.
DIY Workbooks
- Step by Step Book: The Four Bank Accounts for every business to help you save for hiring and surviving the ebbs and flows of business:
The STOP Method™ – A Game Changing Budgeting Approach for Business Owners - CEO Budgeting Workbook: Set your financial goals month by month, track your 4 bank account transfers, and know your cash flow by month.
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.
Real Business Owners. Real Peace Of Mind.
See what clients are saying about working with My CFO.
MY CFO has been such a great asset for our business. I love knowing that our finances and bookkeeping are in great hands. Dena is so wonderful to work with. Crystal, the owner occasionally checks in as well to make sure that we are happy and satisfied with our services. I highly recommend working with them!
David Packard
I’ve been working with My CFO for almost a year now and I have nothing but great things to say about them. The onboarding process was very simple, clear and straightforward. My books are up to date, organized and Dena is always there to answer my questions. I would highly recommend to anybody in need of these services :)
Andrea Rosas
I've been working with Crystal for 10 years! She has been an amazing, forward thinking, encouraging CFO for me and my board. I am grateful for her guidance, and along with Dena, her excellent service! Onward and upward!
John Manning
Working with MyCFO has been an absolute game-changer for my business. Their team is on top of it, keeps everything organized, and helps me plan for growth. I highly recommend their services. Everything is structured, predictable, and easy to manage. I cannot overstate how much they've helped!
Patrick Salvatierra
I came for the money mindset coaching and cashflow insights as I was starting my own business, but stayed for the care and heart Crystal pours into every aspect of her services, books and training courses.
Denis Daigle
I've been working with MyCFO for a while now and couldn't be happier. My bookkeeper is detail-oriented, responsive, and makes what used to feel overwhelming completely stress-free. It's clear they genuinely care about their clients. Highly recommend.
