Get Your Finances in Flow - with AI
AI Edge your personal workbook
The AI Edge Workbook is a personalized financial clarity guide for coaches, consultants, and digital-first founders who are ready to stop guessing and start scaling with confidence.
No generic downloads here, it’s your business, reviewed through the lens of clean systems and AI-fueled insights. Delivered in a format you can actually use with details to support your business finances. You will walk away with tailored scores and specific actions you can take this week.Â
I want the AI Edge Workbook NOW!
WHAT'S INCLUDED:
Quick Wins Map
See exactly where your systems need streamlining.
Financial Friction Checklist
Spot the admin tasks costing you clarity.
Cash Slip Audit
Identify where money's quietly leaking.
System Boost Action Plan
Build your finance ritual and automations.
AI Prompt Library
Ask better questions. Get better answers.Â
Pulse Score
Diagnose your financial backend (and know what to do next).
Are you ready for a personalized path to system first financial clarity?Â
This workbook provides:
❇️ Clarity on cash, friction, and operations bloat
❇️ A weekly rhythm to stay out of financial fog
❇️ Insight you can delegate (or automate) later
❇️ Prompts to talk to ChatGPT like your own CFO
I'm Kristin
YOUR MONEY GUIDE
Hey there! I’m a proud Gemini numbers nerd (yes, we really do exist) who pairs my love of spreadsheets with hearty doses of coffee, yoga poses, and the occasional tarot reading because balance is everything.
After two decades buried in corporate accounting, from hands-on payables to leading global finance teams, I hit the classic burnout wall of 14-hour days and nonstop deadlines. That struggle taught me something important: the same skills that kept large companies running also have the power to transform a small business owner’s world.
Now, I channel my multi-passionate energy into simplifying bookkeeping and financial strategy for entrepreneurs just like you. My mission is simple: turn confusing numbers into clear, actionable insights so you can finally stop stressing over your numbers and make confident decisions.
Let's get started!
No spreadsheets. No guesswork. Just smart, simple clarity for your business.
Ready to escape the financial fog and make smart, AI-powered moves?Â
How it works:
- Fill out the form with your website and social details
- AI builds your personal workbook based on your details
- Your workbook is delivered straight to your inbox
