Speaker Series: A Firm of One, Staffed by AI

​How a solo Fractional CFO automates daily, weekly and monthly close work with Claude

Shawn Elliott runs a fractional CFO firm with no staff, and AI does the transactional work a small accounting team normally would. In this lunch-and-learn he shows how he uses Claude skills and a connector to QuickBooks and Xero to push daily coding, weekly checks and the monthly close, with his approval before anything posts. You'll watch one real workflow from start to finish: finding prepaid expenses in the general ledger, fixing the posting by talking to Claude, building the amortization schedule and tying out the balance sheet. He'll close with the guardrails, a quick look at how AI also runs his website and content, and how to build your first skill.