Your trusted financial partner
Artificial intelligence built for real business growth.
We design and deploy custom AI platforms that automate your operations, backed by the financial precision of expert bookkeeping and tax strategy. We don’t just manage your numbers — we build the systems that multiply them.
Read the numbers
We start from your P&L. Tools that don’t move cost or revenue don’t make the list.
Automate what repeats
Connect the books, the CRM, and fulfillment so the same work isn’t done by hand twice.
Keep the backing clean
Books, credit, and tax strategy stay in shape so growth has something solid under it.
Operators already with us
- True Love Tacos Denver
- Stitched Industries San Diego
Services
The practice, in plain language.
Systems work and the financial practice sit in the same shop. One without the other is how companies buy tools that never show up on the P&L.
Systems
AI Platforms & Agents
Bespoke chatbots and internal assistants trained on your business data — customer support, lead generation, and team training, around the clock.
Systems
Operational Automation
Stop manual data entry. We connect your financial tools, CRM, and fulfillment into one workflow that cuts human error.
Systems
Intelligent Merchant Services
Next-generation payment processing that uses predictive analytics to track inventory trends and customer behavior in real time.
Practice
Financial Engineering & Tax Strategy
The backing. Clean financial data and tax compliance so you can fund technical expansion and protect the bottom line.
Practice
Bookkeeping
Accurate, organized books that stay current and audit-ready — the record the rest of the system is built on.
Practice
Business Credit Building
Strategies and support to establish and improve your business credit profile, so financing options actually open up.
Practice
Business Registration
Guidance through registering a new business — done in the right order, with the right structure, without the runaround.
Practice
Consulting for Startups
Cash flow, budgeting, and investment decisions tailored to early companies that need a plan, not a generic template.
Practice
Grant Research & Applications
We identify grants that fit and help prepare and submit the applications that turn research into funding.
Why us
Why an AI partner with a financial background?
Most tech firms build tools that don’t move the needle. We only build automations that cut your costs or increase your revenue.
Because we understand the P&L, the work stays tied to the books. The same team that designs the agent can tell you whether the workflow is worth funding — and keep the records clean enough to prove it.
- ROI first
- No novelty projects that never hit the statement.
- One team
- Systems, books, and tax strategy in the same conversation.
- Operator-scale
- Built for small and mid-sized companies, not enterprises.
Team
Who you actually talk to.
TO
Founder
Tristan Olson
An architect of business efficiency. By merging AI implementation with strategic financial planning, he helps small and mid-sized companies move from manual operations to automated, high-growth machines.
J
Consultant
Julio
A bilingual consultant and business owner with cross-industry experience, including banking. He drives growth through business development, strategic planning, and project management — client first, results close behind.
Reviews
From the people running the shops.
A game changer for True Love Tacos.
“Over the past five years, having the Game Plan Financials team in my corner — especially with the amazing support from Tristan Olson — has been a game changer for True Love Tacos. They’ve handled everything from setting up our credit card payments to sorting out sales tax and bookkeeping. Honestly, I couldn’t imagine running the business without their reliable help.”
Now on the right path to improving cash flow and continuing to grow.
“As the owner of Stitched Industries, I am incredibly happy with the help I received from Game Plan Financials. Their guidance and advice were instrumental in helping me align my company’s finances. We are now on the right path to improving cash flow and continuing to grow.”
Contact
Reach out today.
Connect with our experts to tailor solutions for your financial and business needs. Let’s discuss how Gameplan Financials LLC can support your growth.
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