In today's rapidly evolving financial landscape, small business CFOs are navigating complexities that demand more than spreadsheets and manual processes.

In this episode of The Modern CPA Success Show, Ahikam Kaufman, co-founder and CEO of SafeBooks AI, explains how AI is transforming financial operations, enhancing data integrity, and streamlining decision-making.

With over 20 years of experience in Fintech and corporate finance, Ahikam shares practical insights on using technology to elevate CFO strategies beyond traditional boundaries.

From automating transaction monitoring to strengthening financial data governance, Ahikam discusses real-world solutions that empower CFOs to focus on strategy rather than spreadsheets. His expertise sheds light on how AI-driven automation reduces errors, improves efficiency, and creates room for deeper financial insights.

Tune in now if you're ready to take your financial processes to the next level and ▶️ SafeBooks AI: How AI is Shaping the Future of Small Business CFOs? With Ahikam Kaufman

Episode resources:

● Summit Virtual CFO by Anders website: https://www.summitcpa.net/

● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com

● Check out the Virtual CFO Playbook Course: https://anderscpa.com/virtual-cfo-services/vcfo-playbook/

Quotes

Ahikam Kaufman - "Automation and AI should be your best friends. Whatever can be automated should be automated."
Tom Wadelton: "The biggest value we can provide to clients is not just doing the work faster, but doing it more accurately and catching issues before they become bigger problems."
Adam Hale - "There's a lot of different tools out there, but really just start with understanding what the problem is first and then attack it from that direction."

Ahikam Kaufman is the CEO of SafeBooks AI, a technology executive with deep expertise in Fintech, SaaS, business operations, and corporate finance. He has led and scaled global businesses, using technology to streamline financial processes and drive growth. At SafeBooks AI, he empowers small business CFOs to optimize decision-making through AI-driven solutions.

Website: http://www.safebooks.ai/

Facebook: https://www.facebook.com/ahikam.kaufman

Linkedin: https://www.linkedin.com/in/ahikam-kaufman-688310/

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The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.

Website: https://the-modern-cpa-success-show.simplecast.com/

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Tom Wadelton is a Virtual CFO at Summit CPA Group, bringing

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