Most small business owners are either avoiding AI entirely when it comes to their finances, or throwing questions at ChatGPT or Claude and hoping for the best.

In this episode, I walk through 7 specific ways I use AI in my own practice and with my clients for small business finance and tax related tasks. The episode shows you how save time on bookkeeping, understand financial statements, and make better decisions, along with where you still need to bring your own judgment to the table.

What we cover:

• Turning a PDF bank statement into a usable Excel file
• Getting plain-language explanations of financial terms like shareholder loans and retained earnings
• Preparing for a meeting with your accountant so you're not going in blind
• Analyzing your profit and loss statement for trends and changes worth diggin ...