copper sage CPA

copper sage CPA Guiding small businesses on the right accounting and finance solutions for their needs.

03/24/2026

Here is something most online entrepreneurs do not realize about their business finances:

You do not have a data problem. You have a clarity problem.

You probably have bank statements, a P&L, Stripe reports, maybe even a bookkeeping system. The data exists. But getting clear, fast answers from that data? That is where it falls apart.

That is exactly why I built my AI CFO system using Google's NotebookLM. I am sharing all the goods at The Go-To Summit this week (March 23โ€“29, free!).

Here is why NotebookLM works where ChatGPT does not for financial analysis:
โ€ข ๐Ÿ”น You upload YOUR documents โ€” your actual financial data
โ€ข ๐Ÿ”น NotebookLM ONLY answers from those sources (no hallucinations)
โ€ข ๐Ÿ”น Every answer is cited back to your specific documents
โ€ข ๐Ÿ”น You can ask it anything โ€” cash flow, profit margins, pricing opportunities, tax red flags

Think of it like having a CFO in your pocket who has already read every financial document in your business and can answer in 30 seconds.

If you have ever delayed a pricing decision, felt nervous about a purchase, or just were not sure what your numbers were telling you, this tool is for you.

๐ŸŽ I am also giving away my free AI CFO Starter Kit to everyone who attends my session. It includes CFO scripts, a financial prompt database, and a business ritual system.

The summit is free. All content is available all week. Watch on your schedule.

๐Ÿ‘‰ Register here: https://coppersagecpa--adriennefarrow.thrivecart.com/powerpackfastaction/

Have questions about NotebookLM for your finances? Drop them below โ€” I would love to answer! ๐Ÿ‘‡

โฐ The Go-To Summit starts TODAY โ€” so grab your free ticket! If you have been thinking about joining, now is the time. He...
03/23/2026

โฐ The Go-To Summit starts TODAY โ€” so grab your free ticket!

If you have been thinking about joining, now is the time. Here is what you are getting, completely free:
โ€ข โ†’ 28 practical sessions from 27 entrepreneurs
โ€ข โ†’ Real Google tools strategies you can implement immediately
โ€ข โ†’ An entire week to watch at your own pace

My session, Your AI CFO Bestie: NotebookLM System for Financial Flow drops tomorrow and is available all week. I am showing you exactly how to build a 30-second CFO using your own financial data inside Google's NotebookLM.

Plus, I am giving away my free AI CFO Starter Kit to attendees including: prompts, CFO scripts, and a complete Notion template.

You will also hear from Monica Froese and 25 other incredible experts.

If you have been on the fence, this is your sign. ๐Ÿ‘‡

๐Ÿ‘‰ Get your free ticket here: https://coppersagecpa--adriennefarrow.thrivecart.com/powerpackfastaction/

And if you want extended access plus bonus resources beyond event week, check out the Go-To Power Pack

See you inside today! ๐ŸŽ‰

๐ŸŽ‰ I am speaking at The Go-To Summit and I want you there! Starting March 23rd, I am joining 27 other entrepreneurs for T...
03/22/2026

๐ŸŽ‰ I am speaking at The Go-To Summit and I want you there!

Starting March 23rd, I am joining 27 other entrepreneurs for The Go-To Summit, a completely FREE, week-long event designed for online business owners who want to use Google tools to save time, simplify their systems, and build more profitable businesses.

The summit runs March 23โ€“29, 2026 and covers four key areas:
โ€ข โœ… Structure โ€” build real systems inside Google
โ€ข โœ… Streamline โ€” simplify what you are already doing
โ€ข โœ… Scale โ€” grow without adding more tools
โ€ข โœ… Innovate โ€” use AI practically inside your workflow

My session is called "Your AI CFO Bestie: NotebookLM System for Financial Flow." I am showing you how to use Google's NotebookLM to get clear, accurate answers from your own financial data in about 30 seconds.

No generic AI. No hallucinations. Just your numbers, finally making sense.

๐ŸŽ Bonus: I am sharing my free AI CFO Starter Kit inside my session. It's a complete Notion template with CFO scripts, financial prompts, and a bonus ritual system.

All sessions drop March 23rd and are available free for the full week. Watch at your own pace. No daily deadlines.

๐Ÿ‘‰ Grab your free ticket here: https://coppersagecpa--adriennefarrow.thrivecart.com/powerpackfastaction/

๐Ÿค–AI skills decide 2026 winners?Most business owners chase tools. Few build systems. You face a choice this February.A 3-...
02/10/2026

๐Ÿค–AI skills decide 2026 winners?

Most business owners chase tools.
Few build systems.
You face a choice this February.

A 3-day AI-Driven Business Summit runs February 9thโ€“11th.
The event lives on Skool.
50+ speakers share working systems.

Inside the summit, you get:

๐Ÿค– AI workflows for daily business tasks
๐Ÿ“Š Growth systems used by active owners
๐Ÿง  Sessions built for first-time AI users
๐ŸŽ 50+ gifts from contributors
๐Ÿ‘ฅ A Skool group with 4,700+ owners

This summit focuses on use, not theory.
The sessions show how AI fits real work.
The goal stays simple.
More time.
Less friction.
Clear direction.

I share a session plus a gift.
The gift helps you apply AI in your business this year.

You either react to AI trends.
Or you set direction.
Which path fits your goals?

Join the summit here:
๐Ÿ”—https://www.skool.com/ai-driven-business-summit/about?ref=5a06d269a1f24ddf99418545ffdc09a8

02/09/2026

Most founders misuse AI today

You post daily.
You sell weekly.
Your hours vanish.

Why?

Tools without systems waste time.

February 9thโ€“11th brings a different path.

The AI-Driven Business Summit runs inside Skool.
3 days.
70+ speakers.
5,000+ founders inside.

You learn work flows, not hype.

Inside the summit:

๐Ÿš€ Sessions with founders who earn with AI
๐Ÿง  Use cases from marketing, sales, ops
๐ŸŽ 50+ gifts at signup
๐Ÿ‘ฅ Skool group with daily threads
๐Ÿ“… Replays for every session

This event focuses on use, not noise.
AI for offers.
AI for content.
AI for time.

I contribute a session plus a gift.
Built for your day to day work.
Built for revenue and hours back.

You want growth without burnout?
You want systems that respect your life?

๐Ÿ”—Join here: https://www.skool.com/ai-driven-business-summit/about?ref=5a06d269a1f24ddf99418545ffdc09a8

February 9โ€“11.
Access with no fee.
Enter. Learn. Apply.

I'm speaking at the Oracle Cards Magic Summit January 19-26 and you're invited! This FREE 7-day event is perfect if you ...
01/19/2026

I'm speaking at the Oracle Cards Magic Summit January 19-26 and you're invited!
This FREE 7-day event is perfect if you want to create your own oracle deck or turn your spiritual gifts into real income.

My session "Sacred Financial Systems" reveals how to blend intuition with smart money strategies to build a profitable business. I'll share the three foundations every creator needs, introduce the Money Mindset Archetypes, and teach simple rituals that dissolve overwhelm while creating confident growth.

You'll also get access to 50+ amazing speakers, implementation sessions, free downloads, and a community of entrepreneurs actually launching their soulful businesses.

Ready to transform your spiritual gifts into sustainable income? Grab your free ticket at https://www.skool.com/oracle-cards-magic-summit-9592/about?ref=5a06d269a1f24ddf99418545ffdc09a8

See you there!

12/02/2025

๐Ÿšจ 2026 won't change unless you do

Do you keep saying โ€œnext year itโ€™ll be differentโ€?
Then watch January roll into December with nothing to show for it?

That stops now.

Thereโ€™s a free tool helping thousands break through the cycle.
Itโ€™s called the Solve the Case of Your 2026 Breakthrough bundle.

But it disappears tonight.

Inside the free bundle, youโ€™ll get:

๐ŸŒฟ Tools to boost your energy and health
๐Ÿ’ฐ Systems that build actual wealth (not hustle)
๐Ÿ’ž Communication tools to improve your closest relationships
๐Ÿš€ Clear business strategies that work without burnout
๐Ÿ•Š Mindset and spiritual growth support from real people doing the work

50+ gifts.
High-caliber contributors.
Fireside chats that get straight to the point.
Action steps, not fluff.

Youโ€™ve got until midnight tonight.
After that, this community closes, and itโ€™s gone.

Grab your access now: https://www.skool.com/aligned-af-camp/about?ref=5a06d269a1f24ddf99418545ffdc09a8

No catch.
No credit card.
Just real tools for massive change.

Say yes to something that moves you forward.
Youโ€™ll be glad you did.

Shout out to  and the beautiful lovely lady at my table who gifted me the saguaro pen she was using. This place is welco...
10/18/2025

Shout out to and the beautiful lovely lady at my table who gifted me the saguaro pen she was using. This place is welcoming and has an amazing community vibe.

10/13/2025

๐ŸŒง Rain is ALWAYS a blessing in the ๐Ÿœ desert. Just watch out for car sized puddles!
For those in AZ a while. Flashback, do you remember that one time they had to pump the I-10 freeway?

Still stuffing receipts in a shoebox?Youโ€™re not disorganized. Youโ€™re stuck without a system.Hereโ€™s what chaotic receipt ...
10/13/2025

Still stuffing receipts in a shoebox?

Youโ€™re not disorganized. Youโ€™re stuck without a system.

Hereโ€™s what chaotic receipt management really costs:

๐Ÿ“‰ Missed tax deductions
โณ Hours wasted every month
๐Ÿ˜ค Stress every time tax season comes around
๐Ÿ’ธ Overpaying because you canโ€™t find proof

And itโ€™s 100% fixable. Even if you hate spreadsheets.

Let me show you how to build a receipt system that runs itself:

๐Ÿ“ DROP your receipts into smart folders โ€” organized by vendor, category, OR month
๐Ÿ“ธ SNAP receipts at the table or forward them from your inbox
๐Ÿ”„ SYNC receipt data directly to your bookkeeping software
โš™๏ธ AUTOMATE repeat receipts using AI tools you already have

Example: You buy lunch with your business card. As soon as the receipt hits your inbox, itโ€™s tagged, saved, and matched to the expense. No more weekend receipt marathons.

This kind of system:

โœ… Cuts hours of admin
โœ… Saves thousands during tax time
โœ… Makes your finances audit-proof

All with simple tech like Google Drive, Relay, and Hubdoc.

Want the step-by-step playbook to set this up?

Grab the free "Tame the Paper Toolkit" and turn your messy receipts into profit-saving assets.

๐ŸŽŸ Free ticket โ†’ https://www.coachellyn.com/summit

You do the business. Let your receipts sort themselves.

Feeling lost in your numbers? Youโ€™re not alone.Messy data = messy decisions. But it doesnโ€™t have to be that way.See how ...
10/07/2025

Feeling lost in your numbers? Youโ€™re not alone.

Messy data = messy decisions. But it doesnโ€™t have to be that way.

See how entrepreneurs can use tools like ChatGPT & Claude to:

โœ… Organize receipts with OCR
โœ… Forecast cash flow & runway
โœ… Analyze your P&L like a CEO
โœ… Catch overspending + revenue blindspots
โœ… Get powerful insightsโ€”no CPA required

Clean data in = AI clarity out.

No more waiting on your bookkeeper. No more spreadsheets of doom. Just smarter, faster decisions.

Want to see how? Join the AI-Driven Business Summit
https://www.skool.com/ai-driven-business-summit/about?ref=5a06d269a1f24ddf99418545ffdc09a8

๐Ÿ“ˆ Your next confident financial move starts here.

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Mesa, AZ

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