CFOshare is a boutique consulting firm that provides outsourced CFO and controller services to help small businesses grow. Their team offers strategic financial guidance, budgeting, forecasting, and data-driven decision support. With a consultative approach, they work closely with business owners to strengthen operations and drive sustainable growth.

As client needs have evolved, CFOshare has expanded its services accordingly. Their fully remote team delivers support through virtual meetings, and clear communication and strong relationships are central to their success.

Challenge: Navigating Complex Financial Conversations with Confidence

At CFOshare, precise communication is critical—consultants regularly guide clients through high-stakes decisions where even minor misunderstandings can have serious consequences. Before adopting Read AI, leadership struggled with a "black box" problem: limited visibility into client interactions led to conflicting recollections, disputes, and delays.

Delivering nuanced financial insights also demands empathy and assertiveness—skills that are especially challenging for new consultants to master. To increase transparency, streamline communication, and enhance training, CFOshare needed a solution to illuminate these key conversations.

Solution: Introduce Read AI

CFOshare integrated Read AI into their Zoom meetings, leveraging its AI-powered transcription, summarization, and meeting insights to enhance both client interactions and internal processes. With Read AI, consultants could:

• Resolve disputes faster: Instead of relying on memory, teams could refer back to transcripts and recordings to verify what was actually discussed. LJ Suzuki, President of CFOshare, put it, “Read AI was a real game changer for us, because we could go back and read the transcript and watch the recording and see what actually happened. All of us could factually see what happened and then collaborate on the truth instead of feeling defensive.” 
• Improve training and onboarding: New consultants learned by reviewing real client conversations, accelerating their ability to handle sensitive discussions with confidence. Like reviewing game footage in sports, Read AI allows managers to pinpoint moments where consultants could improve their communication techniques.

“Our minds aren't perfect but as knowledge workers, it’s how we make money. Read AI helps us understand blind spots and work through them. The more tools that you can have to make your mind more correct and more powerful, the better a knowledge worker you can be.”
- LJ Suzuki, President at CFOshare

• Streamline client follow-ups: Team members could instantly pull meeting summaries into emails, ensuring clients had a clear record of next steps and agreements. Clients even began requesting recordings for their own use, reinforcing the value of transparent communication. Providing objective records of meetings helped eliminate confusion and reinforced CFOshare’s credibility.

“At first we were concerned about how clients would accept Read being on our conferences, because we talk about very sensitive topics in our business. However, it’s now seen as a best practice. It adds a level of professionalism when we show up with Read.”
- LJ Suzuki, President at CFOshare

Results: Time Savings, Efficiency, and a Competitive Edge

Since implementing Read AI, CFOshare has seen tangible improvements in efficiency and client satisfaction:

• Time saved: Consultants spend significantly less time recapping meetings and resolving client misunderstandings - Read saves the team approximately 10 hours per week
• More effective training: New hires onboard 2x faster by reviewing key client conversations instead of relying solely on shadowing.
• Stronger client relationships: Clients appreciate the transparency of having clear, AI-generated summaries of their discussions.

Conclusion

“To me, Read AI is as essential as email.”
- LJ Suzuki, President at CFOshare

For CFOshare, Read AI is a must-have tool that enhances service quality, improves training, increases transparency, and saves time. By eliminating ambiguity in communications, the company has strengthened client relationships, improved operational efficiency, and sustained its competitive advantage in the financial consulting industry.

With Read AI embedded into their workflow, CFOshare is not just improving internal processes, they’re setting a new standard for financial consulting. As AI-powered tools continue to evolve, CFOshare remains committed to leveraging cutting-edge technology to provide best-in-class financial guidance to their clients.

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