How an Accounting Expert Uses AI to Organize Small Business Finances
How I AI
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I sit down with Kelli Lewis, an outsourced CFO, author, and wealth coach for small businesses, to talk about the unsexy stuff that makes a business run: the day-to-day financial operations and the systems behind them.
Kelli shares how she uses AI as a behind-the-scenes operator to train her team faster, document processes as SOPs, and stop repeating herself across clients and staff. We talk about how Kelli uses AI to streamline her team’s workflows, turn meetings into action, and reduce the constant back-and-forth that keeps businesses stuck in financial chaos.
We also get into what most people skip: the prompts. Kelli breaks down the kinds of questions to ask AI when you’re trying to get your finances under control, from organizing bank activity to clarifying what’s actually happening in your business each month.
🔥 Topics We Cover:
- What “day-to-day finance management” really includes inside a small business
- Why organized finances are less about spreadsheets and more about systems
- How AI can support team training, documentation, and repeatable workflows
- Turning meetings into clear next steps, tasks, and accountability
- The mindset side of wealth and why clarity creates confidence
Tools & Concepts Mentioned in This Episode:
Finance + Accounting
- QuickBooks
Project + Workflow Management
- Asana
- Trello
- Zapier
Time + Focus
- Everhour
- Time trackers
- Motion Calendar
Communication + Team Ops
- Slack
Meetings + Notes
- Fathom
- Otter
Documentation + Training
- Loom
- Scribe
Scheduling
- Calendly
AI Email + Automation
- Jace AI
Connect with Kelli
- Kelli Works: Kelliworks.com
- Entrepreneurs Anonymous Book: https://www.amazon.com/dp/B0GJQQJ1YP
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More About Brooke:
Website: brookex.com
LinkedIn: Brooke Gramer
More About the Podcast:
Instagram: howiai.podcast
Website: howiaipodcast.com
"How I AI" is a concept and podcast series created and produced by Brooke Gramer of EmpowerFlow Strategies LLC. All rights reserved.
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