Stop Leaving Money on the Table.
Let AI Do the Heavy Lifting.
CFO Impact brings CFO-level financial strategy and hands-on AI implementation to small business owners — so you run leaner, grow faster, and work smarter.
Your Business Is Stuck Doing Things the Hard Way
Most small business owners know AI could help — but don’t have the time, expertise, or tech background to figure it out. That’s exactly where we come in.
Drowning in Manual Work
You’re spending hours every week on tasks that AI could handle in minutes — invoicing, reporting, emails, follow-ups.
Paying for Tools You Don’t Use
You’ve bought software that promised to save time, but it’s never been fully set up. It just collects dust (and monthly fees).
Flying Blind Financially
No real-time dashboard. No clear picture of where the money is going. Decisions made on gut feeling instead of data.
AI Feels Overwhelming
There are hundreds of AI tools and no clear path forward. You don’t know where to start or what’s actually worth it.
Simple, Transparent Packages
Pick where you are right now. Every engagement is built around your specific business — not a generic template.
AI Clarity Audit
Not sure where to start? This is your roadmap. We dig into your operations and tell you exactly which AI tools will move the needle — and which ones to skip.
- 90-minute deep-dive strategy session
- Full operational workflow review
- Top 3–5 AI opportunities identified
- Written report with ROI estimates
- Tool recommendations & priority order
- Delivered within 5 business days
AI Implementation Sprint
We don’t just tell you what to do — we build it for you. Full AI stack implementation tailored to your business, with training so your team can run it confidently.
- Everything in the Audit
- Full setup of 2–3 AI automations
- Custom workflow builds (Zapier, Make, AI tools)
- Financial dashboard configuration
- Team training session (up to 5 people)
- 30-day email support post-launch
AI Growth Retainer
Ongoing AI strategy, optimization, and support — with a fractional CFO lens. Your dedicated AI partner for as long as you need one.
- Monthly strategy & optimization call
- Ongoing automation builds & updates
- Financial performance monitoring
- Priority Slack/email support
- Quarterly business review
- 3-month minimum commitment
From First Call to Real Results in 30 Days
No jargon. No confusion. Just a clear path to AI that actually works for your business.
Fill Out an Intake Form
A short 10-minute form before any call. So we skip the basics and get straight to solutions from minute one.
One Strategy Call
A focused 20–30 minute call — not an hour-long pitch. We review your form, confirm priorities, and agree on a plan.
We Build It Async
Most delivery happens via email and Loom video — no endless meetings. You get a full walkthrough of everything we built.
You Scale
With the right systems in place, you reclaim your time, cut costs, and have the data you need to grow confidently.
Finance Expertise Meets AI Strategy
CFO Impact LLC was founded by Joel T. Haio — a finance and small business specialist who got tired of watching great businesses struggle with inefficiency while the tools to fix it sat unused.
Most AI consultants come from a tech background and don’t understand the financial realities of running a business. Joel brings both: the CFO-level thinking that prioritizes ROI, and the hands-on implementation expertise to actually build solutions that work.
We work exclusively with small business owners who are ready to modernize — and we don’t leave until the job is done right.
Get the Playbook That Started It All
Before you hire a consultant, start here. This 30-page workbook walks you through the exact AI implementation system we use with every CFO Impact client.