More money. Less stress.

Serving women in branding and marketing

I know how it is to have successful launches, see the 5-figure months on your income statement, and wonder ‘where did all that money go?’ Or to feel like you are in a constant state of hustle. Or run your business by checking your bank balance.

Would you like to have answers to all your questions like…

  • Can I afford to hire someone?

  • Was the last project profitable?

  • Will I have enough cash for the upcoming months?

  • Will I have enough for retirement?

  • How can I pay less in taxes?

  • Can I really afford this investment?

  • Can I afford to take a break?

  • How will this new update affect my income?

  • And so many more!

No worries, I’m here to help. And I’m happy to provide clarity, confidence, and communication on the numbers in your business.

we believe finances should not be stressful. Our signature C.A.L.M. framework makes that a reality.

  • Clarify

    In the first step of the framework we get clear on your goals and clarify what we are working towards.

    We also, go deep into your financials to understand what has been happening and why, so that we can determine what should remain the same or be improved.

  • Align

    In step two, we align your routines and actions with your goals. Because after all, you have to feel well for your business to run well.

    Money doesn’t live in a vacuum, it’s affected by our time, our emotions, and our thoughts. Let’s get them all headed in the same direction.

  • Logistics

    Let’s set it up! From entity type to people and tools and everything in between.

    In step three, we make sure all the practical pieces of your business are aligned with your goals.

    And that you’re set up to scale with ease.

  • Money

    Now that your foundation is set we bring it all together in step four with a curated financial strategy to help you achieve all your goals.

    And a monthly service that takes everything off your plate and keeps you on track.

    More money. Less Stress.

I'm Ready →

Client Love

  • "My experience with Crystal couldn't have been more positive. She has exceeded my expectations in every way and I have no doubt she will exceed yours too"

    Jean B.

  • "Crystal is thorough and careful. I love my experience with her. I highly recommend."

    Jasmine K

  • "Crystal's ability to answer my questions with an uncomplicated easy explanation puts my mind at ease. I am confident that I am in the best hands"

    Rose M.

Select a plan

Schedule a discovery call so we can discuss the option that is best for you.

Financial Spa Week

This VIP Experience is for those who want to get their finances in order and have peace of mind with a clear strategy. -$2,850

  • Current Year Bookkeeping Clean-Up

  • Complete Financial Strategy

  • Custom Pricing Analysis

  • Curated Tax Savings Plan

  • Training on how to manage your finances with custom templates

  • Tax Return (optional)

Essentials

This plan is for you if you’re ready to get your time back, grow and understand the numbers in your business so you can reach your next goal and make business decisions without stress.

  • Financial Reports w/ Loom Analysis (Balance Sheet, Profit & Loss, Budget, Cash Flow)

  • Monthly Bookkeeping

  • Monthly Financial Reports - by 20th of each month

  • Monthly Sales Tax Filings

  • Monthly Tax Planning

  • Payroll/Contractors Processing w/ 1099s+W2s

  • Annual Planning Meeting & Financial Plan

  • Annual Business & Owner Tax Return

  • Audit Protection & Government Tax Assistance

  • Unlimited Questions Support (Email or Phone)

We’ll always keep communication open with easy-to-understand explanations and updates about your financials, and if you have any additional questions, we want you to ask.

Luxury

If you’ve experienced a lot of growth, are ready to scale, and want additional assistance to manage cash flow and support your team, this package is for you.

Everything in Essentials plus

  • Reports by 10th

  • Monthly Meetings

  • Custom Reports & KPIs

  • Projections and Scenario Planning

  • Training for VA or Team (if needed)

Let’s Get Started

  • 01

    Schedule a discovery call so we can get to know one another and ensure we’re a fit. We’ll talk about your goals and how I can help. If we’re a good fit, we’ll make it official with an engagement letter.

  • 02

    After you sign the engagement letter, we’ll have a kick-off call to get started. During the zoom kick-off call, we’ll work together to get all the items needed for onboarding and map out the next steps.

  • 03

    Next, we’ll get to work and you and I will meet weekly as we flow through the CALM framework. We’ll create a curated plan that we implement for you monthly. More Money. Less Stress.

I'm ready to get started