How AI + a 90-Day Financial Reset Can Transform Your Business

Brandon Yardley
Oct 7
3 min read

Running a business is demanding. Between managing operations, serving clients, and planning for growth, financial clarity often takes a back seat. The result? Stressful bookkeeping, hidden profit leaks, and gut-based decisions that put your business at risk.

That’s why I created the 90-Day Financial Reset at Peak CFO AI — a program that combines traditional bookkeeping cleanup with modern automation and AI-powered CFO insights. In just three months, your books are clean, your systems run almost automatically, and you gain access to a custom AI CFO model built around your business.

Here’s how it works — and why it creates lasting value.

Step 1: Bring Your Books Current

We start by cleaning up and reconciling your books back to the start of the most recent tax year. For example, if it’s March 2026, we’d make sure your entire 2025 financial year is clean, accurate, and tax-ready.

Every account is reconciled for accuracy.
Custom categories are built so you know exactly where you’re making (or losing) money.
Profit leaks and hidden costs are uncovered along the way.

Clients often discover $10K–$45K in hidden profit during this phase alone.

Step 2: Automate the Bookkeeping

Once the books are clean, we set up automations inside QuickBooks to handle almost all of your recurring transactions.

That means:

Bank feeds automatically categorize transactions.
POS systems sync directly, eliminating manual entry.
Automatic CFO reports are generated and emailed, giving you a snapshot of your numbers at a glance.

This alone saves the average client over 10 hours per month — that’s 120+ hours every year.

Step 3: Unlock the Power of Your AI CFO Tool

Here’s where the program becomes a game-changer. You’ll gain access to your own Fractional CFO AI tool, built on a customized GPT model specifically for your business.

This isn’t just generic ChatGPT. It’s a financial assistant that reads your numbers and helps you answer the real questions that drive growth, like:

Can I afford to hire right now?
What’s my most profitable service or product?
Where can I cut overhead without hurting my business?
Are my pricing strategies supporting growth, or holding me back?
How will expansion impact my cash flow?

Instead of paying $1,500–$2,500/month for a part-time CFO, you get 24/7 access to strategic insights from your own AI model.

💡 The savings from not hiring a CFO alone cover the cost of the program within the first 90 days.

Step 4: Build Your Final Roadmap

At the end of the 90 days, you don’t just walk away with clean books and automation. You also get a Final Roadmap:

A 12-month cash flow forecast
Insights on what’s working — and what’s not
Clear recommendations to reduce waste, boost profit, and scale sustainably

This roadmap gives you the clarity to make confident decisions, whether that’s hiring, investing, or expanding.

The Lasting Value

The 90-Day Financial Reset isn’t just about bookkeeping — it’s about transforming the way you run your business.

Average client results:

✅ $10K–$45K in hidden profit uncovered annually
✅ 120+ hours saved every year
✅ $200K+ in annual savings per client
✅ Stress-free tax seasons with books always ready

And best of all, you’ll finally feel in control of your numbers instead of second-guessing them.

What Happens After the 90 Days?

You can choose the level of ongoing support that fits your needs:

AI System Maintenance ($99/month): Keep your automations, reports, and AI CFO tool running smoothly year-round.
Fractional CFO Partnership ($1,500–$2,500/month): For those who want monthly strategy sessions directly with me to dive deeper into growth, forecasting, and profitability.

Final Thoughts

Financial clarity is not just about survival — it’s about unlocking growth. By combining bookkeeping automation with a custom AI CFO tool, you gain the confidence to make smarter decisions, seize opportunities, and protect your bottom line.

👉 Ready to see what this looks like in your business? Message me today to start your 90-Day Financial Reset.