How an Accounting Expert Uses AI to Organize Small Business Finances

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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The AI Movement With Brooke is a weekly podcastexploring how AI is changing the way we build, create and make decisions.

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Disclaimer: This podcast is for informational and educational purposes only and does not constitute professional advice. Guest opinions are their own. Content is provided without guarantees of accuracy or results. Always verify information before acting. To the fullest extent permitted by law, Brooke Gramer, The AI Movement, and EmpowerFlow Strategies LLC disclaim liability arising from reliance on this content.