About Copper Sage CPA

The CPA who believes your books should calm you down, not stress you out.

I'm Kristin Winstanley, licensed CPA and founder of Copper Sage CPA. I do monthly bookkeeping for women running service businesses, and I tell them what their numbers mean. AI helps along the way as a financial co-pilot, never a replacement for judgment.

Portrait of Kristin Winstanley, CPA, in a copper leather jacket and black hat

How Copper Sage CPA came to be.

I spent 20+ years in corporate accounting, doing everything from accounts payable to financial analysis, helping business units and executives understand the numbers. Then I realized something.

The hardest part was never the math. It was translating the jargon and replacing it with confidence in the story the numbers were telling.

Copper Sage CPA exists because too many women build incredible businesses while quietly wondering: "Am I actually making money?"

Traditional accounting often begins with compliance and reporting. I begin with understanding. I keep your books clean and current, then I sit down with you every month and translate. The business becomes more than profitable. It becomes intentional.

For women who'd rather learn to do it themselves, I built Finance Flow Lab: a community and practice for running your own monthly money ritual. Same philosophy, different door.

Kristin Winstanley relaxing in an armchair, raising a coffee mug in front of succulent artwork Kristin Winstanley laughing at her desk with a notebook and coffee mug

I speak CPA, so tax time gets a lot less painful.

When you work with Copper Sage CPA, the person doing your monthly books, reading them, and telling you what they mean is a licensed CPA. That pays off most when tax season comes around.

I don't prepare or file tax returns, so you'll keep your tax preparer. But because I speak their language, I cut down the back-and-forth that usually makes taxes miserable. Your books are reconciled, the right items are flagged along the way, and everything is ready to hand off.

Before Copper Sage CPA, I built budgets and ran the analysis for multi-million dollar companies, including several publicly traded ones, where SOX compliance, documentation and auditors were part of the job. Your books get that same standard.

Verify Copper Sage CPA's firm license in NASBA's licensee database ↗

How we work.

Professional

Expert guidance that stays human. Confidence without arrogance.

Insightful

We don't just report numbers. We explain what they mean and what to do next.

Precise

Details matter. Exact without being cold.

Trustworthy

Long-term relationships, consistent ethics, communication that shows up.

Ready for numbers that make sense?

Start with a free File Health Check. I look at your actual books and send you a written read.

See if we're a fit