Behind Closed Books

AI for Small Business: Automation, CRMs & the Future of Client Communication | Annette Merriman | EP 115

AI is changing business faster than most owners realize — but where do you actually start? In this episode of Behind Closed Books, Craig Sheets sits down with AI consultant and automation strategist Annette Merriman to break down how small and midsize businesses can realistically implement AI without overwhelming their teams or losing their human touch. From AI audits and CRM optimization to conversational bots, voice cloning, automation systems, and the future of AI assistants, this conversation explores what business owners should actually focus on right now. You’ll learn: * What an AI audit looks like for a business * How automation can save hours every week * Why AI should support people instead of replace them * How CRMs and AI tools work together * The differences between ChatGPT, Claude, Gemini, and Copilot * How AI personas and voice cloning are changing customer communication * What business owners should know about AI safety and guardrails * Why small businesses can now compete at enterprise levels Whether you’re a CPA, consultant, real estate professional, agency owner, or entrepreneur, this episode will help you understand how AI can improve efficiency, communication, and customer experience without sacrificing authenticity. #AIForBusiness #SmallBusinessAI #BusinessAutomation #ChatGPT #CRM #ArtificialIntelligence #Entrepreneurship #DigitalTransformation

What a Fractional CFO Really Does | Diana Miret | EP 114

What does a fractional CFO actually do — and when does your business need one? In this episode, Diana Marat breaks down the key differences between CFOs, CPAs, and bookkeepers, and explains why forward-looking financial strategy is critical for business growth. From cash flow mistakes to planning for expansion, this conversation helps business owners understand how to make smarter financial decisions before problems arise. If you’re growing a business and want clarity around your numbers — this episode is for you. #FractionalCFO #BusinessFinance #CashFlow #Entrepreneurship #Leadership

How Business Owners Can Recognize and Fix Burnout Early | Sarah Craft | EP 113

Most business owners don’t recognize burnout until it’s already affecting their performance, their relationships, and their decision-making. In this episode of Behind Closed Books, Craig Sheets sits down with licensed therapist Sarah Craft to break down how stress builds, how burnout actually shows up, and why mental health is directly tied to business success. This conversation goes beyond surface-level advice. It explores the real signals your body and mind send before burnout hits, and how to respond before it becomes a bigger problem. Sarah shares her journey from growing up in the foster care system to building her own therapy practice, and how that experience shaped her approach to helping clients today. If you’re a business owner, leader, or professional feeling overwhelmed, this episode will help you understand what’s happening and what to do next. In this episode, you’ll learn: * How to recognize early signs of stress before burnout * The difference between self-care and self-soothing and why it matters * Why brain fog, irritability, and emotional fatigue are warning signals * How therapy can support business performance, not just personal life * What to look for when choosing the right therapist * How to listen to your nervous system before things escalate This episode is a practical guide to managing stress, understanding burnout, and making better decisions for your health and your business. If you’ve ever felt like something is “off” but couldn’t explain it, this conversation will give you clarity.

Inside Fire Safety Finance: Costs, AI Limits, and Smart CFO Decisions | Zachary Roper | EP 112

In this episode, Zachary Roper shares a grounded look at the financial and operational realities of running a fire protection business. From managing labor-heavy cost structures to negotiating rising healthcare expenses, Zachary explains how CFOs must think strategically to protect margins and sustain growth. The conversation explores: * Why employee-related costs dominate service-based industries * How to handle major expense increases like insurance premiums * The limits of AI in hands-on industries * Why accounting and finance still require human judgment * How leaders can make better financial decisions under pressure This episode is ideal for operators, founders, and finance leaders navigating real-world business challenges.

Storytelling, Sales & Business Growth: Turning Ideas into Revenue | Peter E. Cohan | EP 111

Peter E. Cohan shares how storytelling, sales strategy, and business thinking drive real growth. Learn how to communicate value, build strong business cases, and position yourself as an expert.