Are you...
Trapped by Financial Chaos?
You're building something amazing, but financial confusion is holding you back.
Sound familiar?
Which one are you feeling today, or maybe all of them?
Overwhelmed
Disconnected financial systems eating up your time and mental energy?
Uncertain
No clear picture of your true profitability per offer or overall cash flow?
Stressed
Tax season dread and constantly wondering if you're missing something crucial?
Time Drained
Spending weekends on manual bookkeeping instead of serving clients or scaling?
No judgment here, we get it.
Get the clarity, automation, and strategic insight you need to scale from pre-revenue to $500K+ without the financial chaos.
Let copper sage CPA guide you through the chaos to ease.
Smart Financial Systems for Tech-Forward Founders
Purpose-built for coaches, consultants, creatives, and early-stage SaaS founders who want lean financial systems that grow with them. No more outdated processes that slow them down.
FREE DOWNLOAD
Business Startup
Whether you have a bookkeeper or not, being informed and knowledgeable about what you need to learn and pay attention to as a small business owner can be transformative.
Download our Business startup list to learn what you really need to care about.
*Perfect for startup businesses solo entrepreneur or LLC
*Great information if you have been in business for a while to make sure you are in the know
MONTHLY MEMBERSHIP
The Nook @ copper sage CPA
* Do you want to understand your finances?
* Are you wanting to manage the numbers, but want some help along the way?
*Join The Nook where we bring Community, templates, and co-working for early-stage founders who want guidance, rituals, and the right tools (without hiring yet).
Included in The Nook:
⬜ Monthly co-working sessions
⬜ Resource library (1099 guide, trackers, more)
⬜ Peer support + expert Q&As
Now offering a beta program membership.
WORK WITH ME
Finance Fit Session
Grab a beverage and let’s connect online.
Offering space to explore what you need in your business ecosystem that copper sage CPA can help you with.
FREE INTERACTIVE TOOL
Know Your Numbers: Learn What Your Revenue, Costs, & Profit Actually Mean
If you have been wondering what is profit, margin, and other financial terms, this is for you. Get clear on what they mean with this interactive Claude Artifact. A fun, easy way to understand. Instead of pouring over theory, you'll actively use your own data in real scenarios to grasp:
-
Profit & Cost Structures - Not just definitions, but what they look like in businesses like yours
-
Margin Meaning - So you know where you stand and what to aim for
-
Data Habits - That keep your books clear and ready for decision-making
This micro-education tool offers clarity in under 10 minutes. No jargon. No overwhelm. Just actionable learning supported by real examples.
- COPPER SAGE CPA
- LET'S GET STARTED
- COPPER SAGE CPA
- LET'S GET STARTED
- COPPER SAGE CPA
- LET'S GET STARTED
- COPPER SAGE CPA
- LET'S GET STARTED
- COPPER SAGE CPA
- LET'S GET STARTED
- COPPER SAGE CPA
- LET'S GET STARTED
- COPPER SAGE CPA
- LET'S GET STARTED
- COPPER SAGE CPA
ENTJ, YOGA ADDICT, EXCEL CHAMPION, HIKER FOR LIFE, CANYONEER & COFFEE CONNOISSEUR
Hi, I’m Kristin – I want to join your Money Team!
⁜ I created Copper Sage CPA to give ambitious founders like you the financial clarity and automation you need to scale without the traditional accounting headaches.
⁜ My approach is simple: lean systems, clear insights, zero judgment. Whether you're pre-revenue or pushing toward $500K, I'll help you build financial systems that actually support your growth instead of slowing it down.
⁜ I’m here to be your money guide to make sense of your business finances. Let’s explore the best path forward together!
Credentials and Experience
⁜ Active CPA license (Arizona)
⁜ I bring 20+ years of corporate accounting experience leaving behind the corporate feel
⁜ Specialized in Tech-Forward Financial Systems
⁜ Master's in Accounting - SUNY Institute of Technology
⁜ Bachelor's in Accounting - Arizona State University
