Free Gift — AI Driven Business Summit

Your Business Finances,
Finally Clear.

Three free interactive tools to clean up your books, understand your numbers, and build an AI-powered financial system — starting today.

✦ Works with Claude
✦ Works with ChatGPT
✦ Works with Gemini
↓
3
Interactive Tools
24+
Copy-Paste AI Prompts
$0
Completely Free
15 min
Monthly Time Commitment
What's Inside the Suite

Three tools. One system.
Total financial clarity.

Each tool works on its own — or together as a complete financial system. No accounting degree, no expensive software, no overwhelm.

01
🧭
Financial Health Score

8 questions that score your financial systems across 4 pillars — and tell you exactly where to focus first.

  • Personalized score from 0–100
  • 4-pillar breakdown: Visibility, Organization, Analysis, Automation
  • Your top 2 financial gaps diagnosed
  • 3 AI prompts written for your specific results
  • Recommended next step based on your score
Free · 3 minutes
02
📊
Profit-by-Offer Calculator

Find out which of your offers is actually making you money — not just generating revenue.

  • Up to 5 offers analyzed simultaneously
  • Effective hourly rate per offer
  • Profitability ranking best to worst
  • Break-even units based on your real expenses
  • AI deep-dive prompts generated from your numbers
Free · 5 minutes
03
📋
Clean Up Your Books Toolkit

The step-by-step system to get caught up, tax-prep ready, and financially clear — using AI you already have.

  • Catch-up checklist with progress tracking
  • 24+ copy-paste prompts across 4 phases
  • Tax prep triage worksheet — Got It / Need It
  • Monthly Money Ritual template
  • Claude vs. ChatGPT vs. Gemini comparison
Free · Use anytime
How It Works

Access your suite in 3 steps

→
1
Enter Your Email

Drop your name and email in the form. No spam — just your free tools and occasional financial clarity goodness.

→
2
Access All Three Tools

You'll land on a page with all three tools ready to use — no downloads, no installs, works on any device.

3
Start with the Score

Take the Financial Health Score first. It takes 3 minutes and tells you exactly which tool to use next based on your results.

Free Instant Access

Get the AI CFO
Starter Suite

Enter your name and email to get instant access to all three tools — plus a quick-start guide delivered straight to your inbox so you know exactly where to begin.

  • ✓
    Financial Health Score
    Know your score + your gaps in 3 minutes
  • ✓
    Profit-by-Offer Calculator
    Find your most profitable offer instantly
  • ✓
    Clean Up Your Books Toolkit
    24+ AI prompts + tax prep triage worksheet
  • ✓
    Quick-Start Email Guide
    Which tool to use first based on where you are
🔒 Your information is safe. Unsubscribe anytime.
✦ Free Instant Access

Get Your Free
AI CFO Suite

Click the button below or scan the QR code to sign up and get instant access to all three tools.

✦ Yes! Send Me the Free Suite Takes 30 seconds · Instant access
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Kristin Winstanley — Copper Sage CPA
Your Host

Hi, I'm Kristin —
the CPA who pulls tarot cards.

I'm a licensed CPA and the founder of Copper Sage CPA, where we bring the human element to numbers, AI automation, and financial support.

After years in corporate accounting, I wanted to bring my passion for numbers to guide online entrepreneurs, coaches, and digital creators in understanding their money without the overwhelm, the jargon, or the shame.

The AI CFO Starter Suite is built on the same system I use with every client — just distilled into three free tools you can use right now, with any AI tool you already have.

Licensed CPA
Founder, Copper Sage CPA
Finance Flow Lab
@coppersagecpa

Ready to stop guessing
about your numbers?

The suite is free. The clarity is real. And the AI tools to get you there are already in your browser. Let's go.

✦ Get Free Access Now Join Finance Flow Lab →