You started your business to grow, not to get stuck in spreadsheets. Today, smart tools make it easier than ever to stay ahead.

In this episode of The Modern CPA Success Show, we sit down with Jeff Seibert, CEO and co-founder of Digits, to explore how AI is transforming small business finance. We cover how Digits uses machine learning to automate up to 93% of bookkeeping, how their proprietary ledger gives you deep real-time analytics, and how their dashboards and reporting tools make it easy to translate numbers into action.

Key takeaways:

• AI-first bookkeeping: Digits automates over 90% of transactions by using real-time bank, payroll, and invoice integrations.
• Real-time reporting and dashboards: Digits replaces static spreadsheets with interactive, browser-based financials.
• Perfect fit for small businesses: Digits is ideal for single-entity, U.S.-based businesses looking to ditch slow monthly closes.
• Made for accountants too: Digits is designed to scale with accounting firms offering Virtual CFO services.
• Roadmap ahead: Multi-entity and multi-currency, making Digits a true full-stack solution in the making.

Start building your real-time finance clarity with Digits—listen to the episode today! ▶️How AI-Powered Digits Provide Real-Time Finance Clarity for Small Businesses

Episode resources:

● Website: https://anderscpa.com/

● 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

• Jeff Seibert - "Digits instantly learns from your transaction categorization, quickly achieving near-perfect accuracy in managing your financial data."
• Tom Wadelton: "We often rely on dashboarding, but typically we need to separately log into accounting systems to identify specific vendor details behind variances."
• Adam Hale - "In accounting, it's not about identifying a $10,000 variance. It's about understanding why that variance exists. That's where AI really needs to deliver."

Jeff Seibert is the Co-Founder and CEO of Digits, a company revolutionizing accounting with real-time financial clarity and intuitive reporting. With over seven years at the helm, Jeff is reshaping how businesses experience bookkeeping and insights. He's also the host of Between Two Founders, where he shares the stories and strategies behind successful startups.

Website: https://digits.com/

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

https://www.linkedin.com/company/digits-financial/

X: https://x.com/jeffseibert

https://x.com/digits

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/AndersCPA

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

Instagram: https:

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: