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://vcfoplaybook.summitcpa.net/

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/

Facebook: https://www.facebook.com/vcfobyanders

Linkedin: https://www.linkedin.com/company/vcfobyanders/

Instagram: https://www.instagram.com/vcfobyanders

YouTube:

When the time comes to consider selling, it’s easy to feel buried in uncertainty and daily chaos. How do you prepare your business for sale?

In this episode, Tom Wadelton and Adam Hale from Summit Virtual CFO by Anders walk you through what it really takes to prepare your business for sale. They share straightforward insights into how to think beyond putting out daily fires and start making strategic moves that increase the value of your business.

Adam and Tom break down key valuation metrics like EBITDA, what buyers are really looking for, and how documenting your business’s financial story today can add real dollars to your sale price down the road.

You'll also hear real talk about succession planning, seller financing, and how to remove yourself from the center of your business so it runs smoothly without you.

Tune in now and start building a business that’s ready for whatever comes next.

▶️ Preparing Your Business for Sale

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://vcfoplaybook.summitcpa.net/

Quotes

• Tom Wadelton: "Having clear financial benchmarks and industry comparisons can significantly enhance the perceived value of your business when preparing it for sale."
• Adam Hale - “To effectively prepare for a sale, businesses must proactively document their financial narratives and regularly track unusual items, ensuring clarity when potential buyers examine financial statements.”

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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/

Facebook: https://www.facebook.com/vcfobyanders

Linkedin: https://www.linkedin.com/company/vcfobyanders/

Instagram: https://www.instagram.com/vcfobyanders

YouTube: https://www.youtube.com/@vcfobyanders

X: https://x.com/vcfobyanders

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Tom Wadelton is a Virtual CFO at Summit Virtual CFO by 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://www.summitcpa.net/

LinkedIn:

Many firms find themselves delivering outsourced accounting but struggling to break into true advisory work.

In this episode of The Modern CPA Success Show, Amy Bridges, Senior Manager of CAS Professional Services at CPA.com, shares how firms like yours can build a thriving CAS practice that’s scalable, efficient, and impactful.

Amy's journey into the world of CAS is anything but ordinary. With a background in mathematics, software, and education, she brings a unique perspective to how firms can leverage technology and structured methodologies to optimize their services.

At CPA.com, she has played a pivotal role in shaping the CAS landscape, helping firms implement frameworks that streamline their offerings and improve client outcomes.

Tune in now to hear actionable strategies and learn how CPA.com is shaping the future of Client Advisory Services!

▶️ How CPA.com Revolutionized CAS with Amy Bridges

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://vcfoplaybook.summitcpa.net/

Quotes

• Amy Bridges - “Initially, we focused on cloud-based accounting, but CAS has evolved significantly. Now, CPA.com is helping firms transition from basic bookkeeping to proactive, valuable advisory services.”
• Tom Wadelton: "The educational tools provided by CPA.com ensure firms can deliver consistent advisory services, reducing confusion and enhancing client satisfaction."

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Amy Bridges is a seasoned professional in practice development, curriculum design, and client advocacy within the accounting industry. As a Senior Manager of Practice Development at CPA.com, she plays a pivotal role in shaping educational programs that empower CPAs for the digital age. With expertise in assessment, learning strategy, and client training, she leads the development of the Client Advisory Services (CAS) Roadmap Workshop. Her passion for innovation and strategic enablement has been instrumental in revolutionizing CAS at CPA.com.

Website: https://www.cpa.com/

Facebook: https://www.facebook.com/CPAdotcom

Youtube: https://www.youtube.com/user/CPA2BizVideo

LinkedIn: https://www.linkedin.com/in/amylynnbridges/

https://www.linkedin.com/company/cpa-com/

X: https://x.com/cpacom

Client Advisory Services Whitepapers: https://www.cpa.com/resources?filter=Whitepapers

DCPA Conference Dec 7 – 10, 2025: https://www.cpa.com/digital-cpa
2024 CAS Benchmark Survey https://www.cpa.com/cas-benchmark-survey

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