Notes from the Lab
Reading your numbers, catching up on your books, and using AI as a financial co-pilot. Plain language throughout.
Reading Your Numbers
In August 2021, OnlyFans announced it would ban sexually explicit content. That was the exact content that had built its…
September 28, 2026
Reading Your Numbers
Blockbuster didn’t die because Netflix out-marketed them. Blockbuster died because for years, the numbers that mattered most were sitting right…
July 8, 2026
AI for Your Finances
AI is becoming your client’s newsfeed AI isn’t just running your workflows; it’s now a primary way people get their…
July 1, 2026
AI for Your Finances
Tax season feels like it just ended, and here we are, already planning for 2026. This time, something’s different. Your…
November 16, 2025
AI for Your Finances
Whether you’re deep in Black Friday prep, automating your follow-ups, or just trying to survive Q4, this is your no-fluff…
November 6, 2025
AI for Your Finances
What’s New This Month: Your AI & Tax Toolkit AI Tools Getting Smarter. Anthropic’s Claude introduced a “Skills” feature that…
October 25, 2025
Reading Your Numbers
The Fast Path to Financial Flow Clean data = clear decisions AI tools can read your P&L (and explain it…
October 20, 2025
Reading Your Numbers
Decoding the P&L: Your Business’s Treasure Map! Hey there, fellow entrepreneurs and number-crunching enthusiasts! Ever feel like financial statements are…
September 7, 2025
Behind on Your Books
Hey entrepreneur! Let’s be real: you’re building a business because you love your craft, your clients, and your freedom. But…
June 30, 2025
Hiring Help
Welcome to my little Nook on the internet. I’m Kristin, the founder and owner of Copper Sage CPA and your…
March 29, 2025