WHAT I DO

I use your bank statements and my custom built Meyers Advisory App , an advanced Excel based and powered tool that automatically categorizes transactions and generates simple, clear, profit & loss reports.
Each month, I deliver not just clean financials but actionable insights showing exactly where your money is going and how to increase your net profit.

WHY I DO IT

I’ve always had a passion for finance, accounting, and investing. I believe every business owner deserves to understand their numbers without the stress of confusing software. My goal is to make financial clarity accessible, fast, and accurate using technology I’ve personally developed.
By blending automation with real accounting logic, I help you focus less on bookkeeping and more on running and growing your business.

PRICING — $50/month

This includes:

• Full transaction categorization using my proprietary Meyers Advisory App

• A clean, visual monthly profit & loss report

• Personalized insights on reducing expenses and improving profitability

If you already work with an accountant or tax preparer, I can seamlessly integrate my reports into your existing system and adjust pricing accordingly.
Over time, as I get to know your business, the reports become even more valuable, revealing patterns, growth trends, and deeper opportunities to optimize your bottom line. 

EXPERIENCE & BACKGROUND

I’ve gained hands on experience managing and analyzing financial data for both small businesses and Enterprise Rent-A-Car, one of the top private companies in the U.S., where I’ve interned across multiple regional accounting departments.

I’m currently pursuing my Accounting degree at the University at Albany, working toward becoming a CPA, and continuously developing new AI tools to simplify financial management.

Whether it’s helping a local entrepreneur stay on top of monthly finances or providing insights at a corporate level, I specialize in using Excel and AI technology to turn raw data into real financial clarity — empowering smarter decisions and stronger profitability.