How I AI How an Accounting Expert Uses AI to Organize Small Business Finances
Mar 3, 2026
Kelli Lewis, an outsourced CFO, author, and wealth coach for small businesses who streamlines day-to-day finance operations. She discusses using AI to speed team training, turn meetings into action items, and build SOPs from transcripts. Topics include automating email and workflows, creating a CEO dashboard, and prompts to clarify bank activity and monthly financials.
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Use GPTs To Draft Client Communication
- Do use ChatGPT or custom GPTs to draft client-facing writing and emails to save time and scale consistent communication.
- Kelli began using ChatGPT after losing a key team member and found it converted her short prompts into polished long-form messages.
Create Custom GPTs For Workflow Help
- Do build custom GPTs aligned to client workflows so staff can query “how do I enter a bill” and get step-by-step guidance.
- Kelli pairs custom GPTs with QuickBooks, Asana, and Everhour so team members get procedural help inside their accounting workflow.
Turn Meeting Transcripts Into Action Items
- Do record meetings with AI transcribers and pipe action items into your project management so meetings turn into execution.
- Kelli uses Fathom to capture meetings, Zapier to create Asana tasks, and an assistant to attach tasks to client projects.