Close the Books Faster – AI Workflows for Clean Accounting and Financial Op

Month-end doesn’t break people. Rework does.

It’s the missing backup, the mystery variance, the “quick question” that turns into an hour-long conversation, the email thread that becomes a scavenger hunt.

This February’s Mac Coffee & Conversations session is for accounting pros who want cleaner processes and fewer loose ends using AI as a workflow assistant, not a roulette wheel.

What we’ll cover is practical and defensible:

• Using AI to draft variance explanations that non-finance humans can understand
• Standardize month-end notes and documentation
• Create checklists/SOPs that actually get used
• Draft client-ready updates without rewriting the same message every month.

We’ll also draw a bright line around what AI in accounting shouldn’t do:

• Reconcile without review
• Make classification decisions
• Approve final numbers
• Produce anything you won’t be comfortable defending

This session is for accountants, bookkeepers, controllers, finance ops teams, and firm owners who support month-end close and want AI to reduce admin drag without increasing risk.

It’s not for anyone looking for a “replace the team with AI” playbook, tax/legal compliance advice, or a single magic prompt that solves everything.

Space is limited to eight (8) participants only.

Save your seat today.

Kristen Winter is a financial educator, speaker, and WealthWave team leader who specializes in making financial concepts accessible and inspiring. With a background in entrepreneurship and deep insight into personal finance, she empowers individuals, especially women and small business owners, to take control of their financial futures. Kristen believes in rising together, through knowledge and action.

Jamie Akers is the heart behind Local Flow Health Bar in McMinnville, OR, a space where wellness and community meet in the middle. After she and her family acquired the business in December 2022, Jamie leaned into the business as a mission, building on its reputation for fresh-pressed juices, vitality shots, and nutritious smoothies, then expanding the menu with her own creative touch. More than a health bar owner, Jamie is cultivating a true community hub, an inviting place where conversations flow and people feel cared for.

Malee Ojua is the founder and CEO of Sacred Fire Creative, an award-winning digital marketing agency based in Portland. A passionate advocate for community and the small businesses that power it, she facilitates and supports initiatives that nurture innovation within the local entrepreneurial landscape. She helps founders and small business owners find their authentic voice and use it to create powerful brand stories that resonate with their audiences.

Catherine Summers is a principal broker at Bella Casa Property Management. A passionate community builder, she actively gives back by supporting initiatives that empower local businesses in McMinnville and in the greater Mid-Willamette Valley area. With 18 years of experience in real estate, she believes that investing in property can become a catalyst for transformative wealth.

Bella Casa Property Management is a leading property management team serving McMinnville, Yamhill County, and the surrounding Willamette Valley. The company is built to boost and simplify real estate investments. They’re known for their hands-on service and for inspiring confidence among homeowners with transparent information sharing and robust accounting practices.

Event Venue & Nearby Stays

Bella Casa Real Estate Group, 207 Northeast 19th Street, McMinnville, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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