In partnership with
I’ve been frustrated with the bookkeeping process for my small business for 10+ years.
This has turned into a 3-part series (today is part 3…)
Here’s where we are.
I officially ended my bookkeeper’s contract this morning.
I tried to keep them; I really did.
But I was just too impressed with what I was able to create on my own.
I didn't end it because I don't like them or they did a bad job - they're very nice and do fine work.
I ended it because there was way too much friction in the process, and it's been a thorn in my side for years. And as you know, it’s my goal to erase friction.
A quick recap of our previous process...
The bookkeeper had access to all transactions in WaveApps [a QuickBooks competitor]. But connections would often break, transactions were not categorized correctly, etc.
I’d pull all bank and credit card statements for 2 different entities and add them to folders (some had accountant view access, but it was pretty antiquated). I’d also do this for loan statements, tax docs, etc. [doing this monthly was a time suck, so I’d batch it quarterly.]
Then they would pull in transactions and send me back a spreadsheet with any transactions they had questions about. I’d usually have to go back in and dig into my accounts to get clear answers.
Which had me asking, “why am I having to do all this work if
ih have a bookkeeper?”
So I launched a new process over the last few weeks:
I used Plaid’s free trial test account (it’s very new) to connect all of my banks and credit cards — you get 10 free connections.
Using Claude Code, I pulled all the transactions from these accounts.
I added lots of historical data and statements so that it could verify amounts and balances (same as a bookkeeper would).
And just a few days ago, I finally had financial statements done. Both 2025 and YTD 2026.
What’s been amazing is seeing how Claude has the ability to see all of the data at once and us be able to discuss it via chat.
Chatting with your data is so much more fun (and efficient) than having to go dig through your data.
Over the last year, I asked my bookkeepers at least a handful of times, “do you know of tools or an adjustment to our process that can make this easier?” There were no really good solutions.
I know that as a business owner, it’s not my responsibility to provide jobs, but I like providing hard workers with income. It’s fulfilling. And if I’m honest, it felt crummy to tell them I no longer needed their services.
But, for the time being, it looks like Claude is my new bookkeeper.
Ok, I also sold a domain name this past week for $3k.
I got an email out of the blue from a GoDaddy negotiator.
I was offered $2,750.
I countered at $3k and told them I’d keep it open for 7 days.
They accepted!
I’ll write more about it (and another sale!) next week.
But it’s giving me new energy around domains and led me to a 45-minute brainstorm with AI this morning.
Here’s what I’m about to do…
I’m going to turn my entire domaining investment business over to GrokBot.
GrokBot isn’t cheap, but I just collected the funding to work with it as a team for 12 months.
I can’t wait to share what I learn!
More coming soon…
If you’re not using a speaking tool that types for you, you probably will soon…
Speak naturally. Send without fixing.
Wispr Flow turns your voice into clean, professional text you can send the moment you stop talking. Not rough transcription you have to clean up. Actual polished text — ready for email, Slack, or any app.
Speak the way you think. Go on tangents. Change your mind mid-sentence. Flow strips the filler, fixes the grammar, and gives you text that reads like you spent five minutes writing it.
89% of messages sent with zero edits. Millions of professionals use Flow daily, including teams at OpenAI, Vercel, and Clay. Works on Mac, Windows, and iPhone.
If you want to get a deep dive into watching how I work with Claude Code to build sites, this video is for you 👇
All Projects
Other projects I’ll update over time (or provide future updates) include…
Our Local Media Brand Newsletter[sold!]Gulf Coast Beach Vibes [new local media brand]
AI Email Newsletter Project[sold!]Remote Work Email Newsletter Project[sold!]EraseFriction [AI Automation & Software Agency]
Real Estate Investing - Rentals / Flips
TrackItAndSave - a tool for tracking your subscriptions
CleverLayouts (a written and visual report with website feedback)
CreditCardTracking (a tool to help track your credit cards)
Helpful Analytics (dashboard to help make Google Analytics easy to understand)
If I can help your business apply AI and reduce friction, don’t hesitate to reach out.
Until next time!
