Gameplan Financials - Your Trusted Financial Partner

Our Partners

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We design and deploy custom AI platforms that automate your operations, backed by the financial precision of expert bookkeeping and tax strategy. At Gameplan Financials, we don’t just manage your numbers—we build the intelligent systems that multiply them.

Artificial Intelligence Built for Real Business Growth

Expert tax preparation and strategic planning to maximize your returns and ensure compliance with current tax laws.

Tax Preparation and Planning

We build bespoke AI chatbots and internal "GPTs" trained on your specific business data to handle customer support, lead generation, and team training 24/7.

AI Platforms & Agents

Stop manual data entry. We integrate your financial tools, CRM, and fulfillment systems into a single, automated workflow that eliminates human error.

Operational Automation

The "Backing." We provide the clean financial data and tax compliance necessary to fund your technical expansion and maximize your bottom line.

Financial Engineering & Tax Strategy

Next-gen payment processing that uses predictive analytics to track inventory trends and customer behavior in real-time.

Yoco Khumo Print processing card payment.

Intelligent Merchant Services

Accurate and organized bookkeeping to keep your financial records up-to-date and audit-ready.

Bookkeeping Services

Strategies and support to help establish and improve your business credit profile for better financing options.

Business Credit Building

Guidance through the entire process of registering your new business efficiently and correctly.

Business Registration Assistance

Tailored financial advice to help startups manage cash flow, budgeting, and investment decisions.

Financial Consulting for Startups

Identify suitable grants and receive professional help in preparing and submitting applications to secure funding.

Grant Research and Application Support

Our Services at Gameplan Financials LLC

We are proud to stand with our client Victor, owner of Ying Li Restaurant, as he generously supports youth athletes in South San Diego.

At Google HQ helping a client finalize their SOW with Google — building small business success with Game Plan Financials.

Helping a happy client install their new POS system!

Gallery

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Book your coworking space today! - https://www.exospace.in/locations/coworking-space-in-hyderabad

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Two business partners discussing actively their startup project sitting in stylish cafe. Bearded Caucasian businessman sitting ang talking African American colleague while looking at laptop computer

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Two confident businessmen looking at diagrams and graphs on laptop computer and discussing the financial report and statistics of their business project in modern glassy cafe during lunch time.

We provide a wide range of options just right for your successful Web & Mobile Apps. Specializing in user experiences & product development, we combine digital craftsmanship.

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Top rated criminal defense law firm with a pristine reputation in fort worth texas, board certified attorneys with a winning record.


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Why choose an AI partner with a Financial background? Most tech firms build "cool" tools that don't move the needle. We focus on ROI-driven AI. Because we understand your P&amp;L, we only build automations that either cut your costs or increase your revenue.

Tristan Olson, founder of Gameplan Financials, is an architect of business efficiency. By merging cutting-edge AI implementation with strategic financial planning, he helps small to mid-sized enterprises transition from manual operations to automated, high-growth machines

Tristan 

Julio is a bilingual consultant and business owner with cross-industry experience, including banking. He drives growth through business development, strategic planning, and project management, delivering results-driven solutions with a client-centric approach.

Julio

Team

Connect with our experts to tailor solutions for your financial and business needs.

Let’s discuss how Gameplan Financials LLC can support your growth and success.

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.” –, 

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.

Reviews

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REALTOR® | i2i Real Estate | DRE #02192249Serving Greater San Diego, Amador Sandoval specializes in residential and commercial real estate with a client-first, hands-on approach. He helps first-time buyers, seasoned investors, and families build long-term wealth through smart real estate decisions.Services include:<ul><li>Residential Buying &amp; Selling</li><li>Commercial &amp; Investment Properties</li><li>4% Full-Service Listings</li><li>Market Valuations &amp; CMA Consults</li><li>Multifamily &amp; ADU/JADU Guidance</li><li>Lease Negotiation &amp; Tenant Placement</li><li>Bilingual Real Estate Education (English/Spanish)</li></ul>Mission: Empowering clients to make informed, confident real estate moves and build generational legacy.

Amador Sandoval

Matthew O'Connor (NMLS #1105161) is a Senior Loan Officer at Valor Home Finance, serving clients in California and Arizona. With years of mortgage experience, he helps homebuyers and homeowners find the right lending solutions through a focus on clarity, trust, and results.

Matthew O'connor

Mortages

Thomas O’Sullivan is a Public Affairs and Political Consultant specializing in strategic communications, campaign management, and government relations. With extensive experience shaping public policy and advising candidates, Thomas helps clients navigate complex political landscapes and build meaningful connections between communities, businesses, and decision-makers.