Kiwi Partners

🌟 Transforming Finance with Technology: A Success Story 🌟 Hello LinkedIn family! 🚀 Today, Lisa Toback, CPA, PMP and I Kate Koraia had the privilege of meeting and chatting with two CFOs from a large organization where we completed a full digital transformation about two years ago. They shared some remarkable achievements with me that truly highlight the impact of our strategic partnership. Because of our thoughtful and strategic collaboration, they achieved a 40% year-over-year growth 🚀 without adding any additional staff to their finance department. They leveraged technology solutions like Sage Intacct, Inc., Bill.com, Expensify and Vareto to accomplish what once seemed impossible and, in doing so, positively impacted so many lives. Both CFOs emphasized that the #investment they made in technology was a game-changer in the long run. For the first time in two years, their audit process was not only smooth but also exceptionally efficient, allowing them to balance work and personal life while focusing on future growth. Hearing these words reaffirms why I do what I do every day. My passion for technology and its potential to simplify and automate tasks makes a long-term impact that goes beyond numbers—it transforms lives and businesses. 🚀🚀🚀 As I reflect on these successes and prepare for tomorrow's challenges, I am reminded of the incredible power of innovation and collaboration. Together, we can continue to drive change and create a brighter, more efficient future. Here’s to more successes and the endless possibilities ahead! 🌟 #DigitalTransformation #FinanceInnovation #TechInFinance #GrowthMindset #Leadership #StrategicPartnership Lisa Toback, CPA, PMP Kiwi Partners Arabella Advisors AICPA Sage James Stovall Jacquie Holmes

🌟 Honored to take the stage at the AICPA & CIMA Conference at Caesars Palace, Las Vegas, and lead a powerful discussion on The Evolution of AI in Accounting: Integrating Human Expertise and Technological Advancements. Speaking to this incredible community of accounting professionals and innovators was truly inspiring. Together, we’re redefining the future of finance. 🚀 In my session, we dove deep into how AI and automation are pushing the boundaries of what’s possible in accounting. From impactful changes in data entry, financial forecasting, and fraud detection, to the potential for customized AI-driven solutions across industries, we are on the cusp of a new era. Yet, with every technological leap, one thing remains clear: the irreplaceable value of human expertise. While AI enables unmatched efficiency, it’s our intuition, our strategic insight, and our commitment to ethical standards that keep this evolution grounded and balanced. Thank you, AICPA and CIMA for this incredible platform. It’s an exciting time to be in the accounting field, where technology and tradition converge to shape something extraordinary. As we look forward, the question becomes: How do we keep harnessing this technology without losing the human touch that defines our industry? ❓❔❓ The future of accounting is more than just innovation—it’s about rethinking our role and responsibilities within this tech-enabled landscape. Ready to explore where AI will take us next? Stay tuned. The journey has only just begun. #AIinAccounting #FutureOfFinance #AICPA #CIMA #KeynoteSpeaker #AccountingEvolution #InnovationAndExpertise