10 - Building an AI CFO: Overcoming Challenges in Financial Data Integration

Bo Jakins

Published on: 08/08/2025

In this episode of "Bridging Success," host Bo Jakins interviews Jon Morris, CEO of Fiscal Advocate. The discussion covers the evolution of Engine BI software, the challenges of integrating diverse data sources, and the promise and pitfalls of AI in financial management. Jon emphasizes the importance of continuous innovation, client retention, and leveraging technology to drive smarter decision-making and sustainable business growth.

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9 - From Hustle to Harmony: Mastering Business Growth with AI and Authenticity

Bo Jakins

Published on: 01/08/2025

In this episode of "Bridging Success," host Bo Jakins interviews business coach and Fractional COO/CFO Young Han. Young shares his entrepreneurial journey, emphasizing the importance of building scalable systems, leveraging technology, and integrating work with personal life. Young offers practical advice on intentional business growth, the power of storytelling, and the need for clarity in business priorities, providing actionable insights for founders and executives aiming to scale effectively in a changing landscape.

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