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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Website: brookex.com

LinkedIn: Brooke Gramer

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Website: howiaipodcast.com

How an Accounting Expert Uses AI to Organize Small Business Finances