Copper Sage CPA
Kristin Winstanley, CPA and founder of Copper Sage CPA, with a preview of the Money Hub dashboard
Free · Live · 90 Minutes

You've Been Avoiding Your Numbers For Months. There's A Reason, And It Isn't YOU.

In 90 minutes you'll build the one page that holds every account, tool and this week's numbers. You leave with it finished and ready, instead of another PDF catching dust.

Pick your session:
Tue, Sep 22 · 7:30am PST Fri, Sep 25 · 8am PST
I AM SO IN Can't make it live? The replay is yours for 48 hours.

Your money, all in one calm place. One button starts your Money Date. One page holds every account, every tool, and this week's numbers. No tabs, no searching, no dread. And your data stays on your system.

See a live Money Hub
Sound familiar?

The real problem isn't that you're not a numbers person.
It's that you don't have an easy, clear system to use.

You open your laptop. You mean to look at your numbers. Then you find literally anything else to do instead, and you close it again, telling yourself you'll get to it next month. Next month arrives. Same loop.

The Money Hub dashboard shown on desktop, tablet, and phone
Who this is for

This is for you if:

How it works

This isn't a lecture. It's a working session.

01

I'll show you mine first.

A real Money Hub, walked through start to finish, so you know exactly what you're building toward.

02

You build yours, live.

Step by step, at the same time, with help if you get stuck.

03

You leave with it finished.

Not notes. Not homework. An actual, working Money Hub and your first Money Date, done.

What you'll build

By the end of the 90 minutes, you'll have two things built and yours to keep.

Your Money Hub

One calm place for every account, every tool, and this week's numbers. Built live, by you, in the session.

Your Money Date

The exact steps you'll repeat every week, so you're never sitting down wondering where to start.

Kristin Winstanley, CPA and founder of Copper Sage CPA
Who's leading this

I'm Kristin, a CPA who's done the math both ways.

I've reconciled the books for multi-billion dollar companies. Running your own is a different job entirely, especially when you're just starting out. The big systems and automations that work for big business don't hold up for a small one. So I stopped trying to force it, and built something that actually fits: simple enough to enjoy, clear enough to trust.

The Money Hub dashboard shown on laptop and phone

Still on the fence?

Is this really free?

Yes. Just your name and email.

No bookkeeping experience?

You don't need any. We start with the accounts and tools you already have.

Books behind?

Doesn't matter. We build forward from today, not clean up the past.

Can't attend live?

Replay will be sent and available for 48 hours.

Worried this is a pitch?

There's a short, optional invitation at the end. No pressure. Your Money Hub and plan are yours either way.

Tried systems before that didn't stick?

This one builds the ritual, not just the tool. That's usually the missing piece.

Join us

If you feel called to join.

Pick your session:
Tue, Sep 22 · 7:30am PST Fri, Sep 25 · 8am PST

Free. Live. 90 minutes. Can't make it live? Replay available for 48 hours.