Spotlight On: Christine Roberts, CEO, Intention Enterprises

November 2025 — In an interview with Invest:, Christine Roberts, CEO of Intention Enterprises, highlighted industry trends, financial literacy initiatives, and strategies for helping clients navigate economic challenges as she discussed the evolving role of AI in accounting. “AI enhances efficiency, but the human touch in interpreting financial data remains irreplaceable,” she said.

What changes over the past year have had the biggest impact on Intention Enterprises and in what ways?

As an emerging company, one of the most significant shifts we are navigating is the integration of Artificial intelligence into our field. There is a misconception that accountants and bookkeepers will no longer be needed once AI is introduced, but that is simply not the case. In fact, we believe our role will become more integral because we provide the human touch, which is the component that cannot be replaced. While AI can handle data entry and calculations efficiently, the explanation and interpretation of financial data remain our responsibility.

We have also observed AI being integrated into the software. Even QuickBooks, which is widely adopted by small and medium-sized businesses, has added AI features. The implementation of AI has been a tremendous timesaver. It enhances our efficiency, allowing us to focus more on strategic advisory roles rather than manual tasks.

Join us at caa’s upcoming leadership summits! These premier events bring together hundreds of public and private sector leaders to discuss the challenges and opportunities for businesses and investors. Find the next summit in a city near you!

How is Intention Enterprises leveraging technology and the use of AI to provide better customer service and streamline operations?

AI has become an integral part of our organization functioning  like an additional employee. It provides a second set of eyes to review our work, ensuring calculations are accurate and knowledge is up to date. For example, AI can help fact-check information, which is critical because tax laws change often. Despite having over 25 years of industry experience I find AI tools valuable to staying current and verifying critical updates.

Data entry is another area where AI has made a significant impact. Tasks such as bank feed categorization, which were previously manual, are now automated. This efficiency allows us to dedicate more time to client interactions, understanding their goals, and providing tailored consulting services. As we are growing our Fractional CFO offering, AI assists with intake and workflow processes, saving substantial time and improving service quality.

What is your overview of the accounting and capital management industry in Palm Beach, particularly regarding trends and industry dynamics?

Currently, tariffs are a major concern across industries. Even if a business is not directly involved in  trade, tariffs can have a ripple effect. For example, businesses in the medical, retail, and  technology sectors may face increased costs  from tariffs, these costs eventually trickle down to consumers and business clients.

Another trend we are seeing is the  need to educate small and medium-sized businesses on adopting professional accounting services. With evolving regulations, changes in sales tax laws, businesses benefit from partnerships with accounting professionals who can guide them.  Intention Enterprises is moving toward a knowledge-based model, where we will play a crucial role in informing clients about compliance and strategic financial planning.

How is Intention Enterprises adapting to address shifts in client expectations and enhance customer experience?

At Intention Enterprises, we go beyond data entry. We prioritize developing the narrative behind the numbers, equipping our clients with the knowledge to grow their businesses. This means spending time reviewing financial statements and helping clients interpret what these figures mean for strategic planning. Whether it is  prepared for the next quarter or the next five years, our goal is to empower clients with actionable insights that drive informed decision-making.

How important is financial literacy among decision-makers and others?

Financial literacy is incredibly important, not only for generating revenue but also for understanding how to manage the resources. It serves as the foundation for sound financial decision-making. In Florida, there is an initiative to introduce financial literacy training as early as middle school. I have partnered with Junior Achievement to teach financial literacy, planting the seed early so that young individuals understand these concepts and discuss them at home.  Financial literacy is crucial for business decision makers to understand resource management, strategic planning, and crisis management. Honestly without it, growth stalls, and mistakes compound.

In what ways does Intention Enterprises’ affiliations and partnerships contribute to pushing forward the goals of the firm?

Our affiliations and partnerships with financial institutions, chambers of commerce, and other organizations in the area serve distinct but interconnected purposes. We believe in giving back to the community. One of my key partnerships is with the Equity Entrepreneur Center, as the former Board Chair; we support emerging entrepreneurs. Currently, I serve as the Executive Vice President for the Boynton Beach Chamber of Industry and Commerce, which we founded nearly two years ago. The chamber now has 200 members and continues to grow. The primary focus of a chamber of commerce is to provide knowledge, foster networking opportunities, and facilitate partnerships. My passion lies in equipping companies with the resources they need to grow and remain sustainable.

I would also emphasize the importance of businesses engaging with their local governments. Partnering with city and county officials ensures that you have a voice in policies that affect your industry. I serve as the Vice Chair on the Palm Beach County Office of Equal Business Opportunity advisory board, where we advocate for small businesses to ensure they receive fair opportunities in the market. Everything is interconnected, and active participation is key to long-term success.

Taking into account economic headwinds, have there been any changes in the way that you advise your client companies?

Our approach has remained consistent, grounded  in conservative financial guidance. I encourage  my clients to always pay their quarterly taxes on time, remit sales tax promptly, and remain fully compliant with regulations. I emphasize the importance of planning for the future by maintaining emergency funds to weather market downturns. Florida businesses  experience lower revenue during the summer months, so I help clients build systems to ensure they have sufficient reserves to cover expenses during those periods.

What are the primary challenges affecting the accounting sector, and how is Intention Enterprises working to address these challenges?

The challenges vary depending on the industry.  One of our challenges is helping our clients stay on top of the changing financial landscape. Accountants are no longer just bookkeepers; we are advisors that help our clients plan strategically. At Intention Enterprises we work with clients to provide industry-specific solutions. For example, in the nonprofit sector the biggest financial pain is cash flow unpredictability because they rely on grants and donations. We help our nonprofits clients stay grant ready. In the healthcare space we’ve seen disrupted supply chains and increased costs. In response we worked with our clients to make financial plans for bulk purchasing and inventory forecasting to reduce long-term risk.

We like to believe that regardless of the business sector Intention Enterprises work to make our clients not only compliant but be prepared to grow and pivot.

What is your outlook for Intention Enterprises over the next two to three years?

My focus is to expand our team and on  education. I want Intention Enterprises to be a leader in financial empowerment; helping business owners understand the link between mindset, financial planning, and long term sustainability. In December, I published a journal called “Wealth Whispers” that offers reflection on how intentional financial strategies contribute to long-term personal and business success. We plan to grow with our clients.

Want more? Read the Invest: Palm Beach report.