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SafeBooks AI: How AI is Shaping the Future of Small Business CFOs | Ahikam Kaufman

Still stuck managing your finances in spreadsheets? Today’s great CFOs are using AI to streamline operations, fix data issues faster, and boost cash flow visibility—without increasing overhead.

In this episode of The Modern CPA Success Show, we talk with Ahikam Kaufman, co-founder and CEO of SafeBooks AI. With decades of Fintech and SaaS experience, Ahikam breaks down how AI is transforming financial data governance, automating repetitive accounting tasks, and making real-time financial insights a reality.

Key takeaways:
● Why data governance matters more than ever: Smart automation improves reporting accuracy and mitigates risk.
● From spreadsheets to smart systems: SafeBooks AI handles reconciliation, documentation, and transaction monitoring across systems with minimal manual work.
● AI tools find hidden financial errors: SafeBooks AI uncovered millions in missed or misstated revenue.
● Quick wins for automation: Start with tasks like invoice processing and reconciliation to save time and cut errors.
● Smart data security: Learn simple ways to keep your financial data safe using cloud storage and basic staff training.

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

Episode resources:
● Website: https://anderscpa.com/
● If you have questions or would like to be a guest on the show, email us at [email protected]
● Check out the Virtual CFO Playbook Course:
https://anderscpa.com/
anderscpa.com/virtual-cfo-services/vcfo-playbook/

Timestamps:
00:00 Introduction
03:57 The rise of AI in financial data governance
07:45 Addressing financial discrepancies with automated solutions
11:32 Overcoming data fragmentation in accounting systems
15:19 How does SafeBooks AI streamline financial controls
19:06 Common automation challenges for small businesses
22:48 Practical steps for implementing AI in accounting
26:15 The impact of Open Banking on automation
29:42 Developing effective data security practices
33:08 How to choose AI-powered solutions for accounting firms
36:45 Future trends in AI for CFO services
40:12 Final thoughts on AI-driven transformation

Quotes
"Automation and AI should be your best friends. Whatever can be automated should be automated." - Ahikam Kaufman
"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." - Tom Wadelton
"There are 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." - Adam Hale

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:   / ahikam.kaufman  
LinkedIn:   / ahikam-kaufman-688310  

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.s...
Facebook:   / anderscpa  
LinkedIn:   / anders-cpa  
Instagram:   / anderscpa  
YouTube:    / @andersvcfo  


Tom Wadelton is a Virtual CFO at Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has extensive experience spanning financial management, accounting operations, and information technology integration. Tom specializes in delivering strategic Virtual CFO services, helping businesses optimize their financial performance through advanced accounting solutions.

Website: https://anderscpa.com/about/your-ande...
LinkedIn:   / tomwadelton  

Adam Hale, CPA, is a Partner and Virtual CFO Practice Leader at Anders, dedicated to transforming traditional accounting practices through innovative Virtual CFO services. With over 20 years in public accounting, Adam has been instrumental in the ideation and development of CPA training courses.

Website: https://anderscpa.com/about/your-ande...
LinkedIn:   / adamhalecpa  

#FinancialDataGovernance #AIForFinance #VirtualCFOInsights