Kelli Lewis
Outsourced CFO, author, and wealth coach for small businesses who helps clients organize day-to-day finance operations and uses AI to streamline training, documentation, and workflows.
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Mar 3, 2026 • 36min
How an Accounting Expert Uses AI to Organize Small Business Finances
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.
