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Services About Why Us Pro Max Security Contact Privacy Policy
Members Only Book a Meeting
Services About Why Us Pro Max Security Contact Privacy Policy
Members Only Book a Meeting
Financial dashboard
Bookkeeping & Financial Analysis

Instant
Financials!

You send your bank statements — we turn them into intelligence. Powered by the Meyers Advisory™ Automation Engine.

Profit & Loss Cash Flow Vendor Spend Flux Analysis Forecasting
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CFO-Level Dashboard

Net Profit

$48,320

↑ 12.4% this month

Cash Flow

$92,100

↑ 8.7% this month

Vendor Spend

$21,450

→ Stable vs. last month

Gross Margin

67.3%

↑ 2.1% this month

Monthly Revenue Trend

Jul Aug Sep Oct Nov Dec
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1 Month Access
Fast Turnaround
Effortless for You
Actionable Insights
Bank-Level Security
Business owner reviewing financials

Stop Guessing &
Start Knowing!

Get visibility and fast financial clarity without the complexity of traditional accounting systems.

Powered by the Meyers Advisory™ Automation Engine, your financial data is instantly cleaned, categorized, and visualized in a CFO-Level dashboard — giving you the clarity to make confident decisions.

Instant Processing

Bank statements transformed into structured financial reports within hours.

CFO-Level Clarity

Executive dashboards usually reserved for Fortune 500 — now in your hands.

Services

Everything you need to run your business with financial precision — in one seamless package.

Bookkeeping & Reporting

Your financial records, automatically cleaned and organized — every single month.

  • Automated categorization
  • Profit & Loss + Cash Flow reporting
  • Monthly performance snapshot
Most Popular

Management Insights

Deep analytical intelligence that goes beyond basic bookkeeping.

  • Vendor Spend & Flux Analysis
  • Expense anomaly detection
  • Monthly cash forecasting

Strategic Advisory

Hands-on guidance to protect margins and grow profits with confidence.

  • Tax estimation planning
  • Margin & net profit improvement
  • Monthly CEO review with action items

Want to Use the Pro Max Yourself?

Don't want to outsource? Purchase the Meyers Advisory Pro Max™ Software and run your own financial analysis instantly. Get full access to the automation engine we use with our clients.

Learn About Pro Max Schedule Demo

About Me



A modern approach to accounting.

I’m Kyle Meyers, the creator of the Meyers Advisory Pro Max™ Financial Automation System, a tool that turns raw bank statements into clean financial dashboards — automatically.

I’ve managed and analyzed financial data for small businesses and for Enterprise Rent-A-Car, one of the largest private companies in the U.S. My work involves transaction organization, vendor spend analysis, cost savings identification, and presenting insights directly to management.

I’m currently pursuing my Accounting degree at the University at Albany and working toward CPA licensure. With a mix of real-world accounting experience and software development, I help business owners:

- Understand where money is going
- Improve profit and spending decisions
- Get financial clarity without learning QuickBooks or accounting language

My mission is simple:
Every business deserves financial visibility — without the confusion.
Fast

Results within 48 hours

Accurate

Zero-error guarantee

Effortless

Just send your statements

Actionable

Insights you can act on

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Kyle Meyers
Meyers Advisory Meyers Advisory

Kyle Meyers

CEO & Founder

Trust &
Data Security

Your financial data stays secure and private throughout every step of our process. We built privacy into our foundation.

No Bank Logins Required

We never ask for your banking credentials. Just send us your statements — nothing more.

Encrypted File Handling

All documents are processed through encrypted file transfer and storage protocols.

Deleted Upon Request

Your documents are permanently deleted from our systems whenever you request it.

Data security
Ready to Get Started?

Your Financials Deserve
Better.

Join business owners who finally have clarity over their numbers. Book a meeting today — it's free, fast, and could change everything.

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Meyers Advisory Pro Max™

The complete financial automation system — designed for accountants and business owners who want full control.

Built For Self-Service

The Meyers Advisory Pro Max™ is the same powerful automation engine we use for our clients — now available for you to use directly.

Perfect for accountants who want to streamline client work, or business owners who prefer hands-on financial management.

Upload Bank Statements

Drag and drop your files — Excel files supported.

Instant Analysis

Get P&L, cash flow, vendor spend, and forecasting in seconds.

Export & Share

Download reports or share interactive dashboards with clients.

Schedule a Demo
Meyers Advisory Pro Max Dashboard

Contact

Let's connect! Reach out any time using the info below.

Kyle Meyers
ksmeyers@meyersadvisory.com
(516) 428-3678
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Privacy, Data Usage & AI Processing Policy

Meyers Advisory, LLC

Last Updated: 10/30/2025

1. Information We Collect

We only collect information required to perform bookkeeping and financial reporting:

  • - Bank or credit card statements (PDF, CSV, Excel)
  • - Transaction files exported from financial institutions
  • - Basic business details (company name, contact information)

We do not request or store bank usernames, passwords, MFA codes, or online banking logins.

2. How Your Data Is Used

Your data is used exclusively to:

  • - Categorize transactions
  • - Generate financial dashboards and reports
  • - Provide insights and business advisory recommendations

Your data is never:

  • - Sold
  • - Used for advertising
  • - Shared with third parties unrelated to service delivery

3. AI & Third-Party Data Processing Consent

To perform automation and generate dashboards, Meyers Advisory may securely process data using:

  • - OpenAI API (AI categorization / insights generation)
  • - Streamlit Cloud / web hosting services
  • - Microsoft Excel automation tools

These systems may temporarily process data for the sole purpose of:

  • - Categorizing transactions
  • - Generating reports
  • - Creating financial insights

No financial data is used to train AI models. By using our service, the client consents to the use of these third-party processors.

4. Data Security & Storage

We implement the following safeguards:

  • - Files stored on encrypted drives or encrypted cloud storage
  • - Device-level encryption and password protections
  • - SSL/HTTPS secure transmission
  • - Access restricted to authorized personnel only

5. Data Retention & Deletion

We retain data only for the duration of the engagement.

Clients may request full deletion of data at any time by contacting:

ksmeyers@meyersadvisory.com

Upon request, all data will be permanently deleted from local systems and third-party processors.

6. Your Rights

You may request, at any time:

  • - A copy of your stored information
  • - Correction of inaccurate data
  • - Permanent deletion of your data (Right to be Forgotten)

7. Professional Scope & Disclaimer

Meyers Advisory provides bookkeeping and internal financial analysis services.

We do not provide:

  • - CPA services
  • - Audits
  • - Assurance or attestation
  • - Tax preparation or filing

All final financial decisions remain the responsibility of the client.

8. Contact

Questions or deletion requests:

Meyers Advisory, LLC

ksmeyers@meyersadvisory.com

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