Where AI-Driven Efficiency Meets Strategic Profitability.
I help business leaders harness cutting-edge AI to automate operations, while applying sharp financial strategy to protect and grow the bottom line.
We tackle your biggest challenges—wasted time and wasted money—with a unified approach.
AI & Automation Consulting: Identify bottlenecks in sales, marketing, and operations. We design and implement custom AI solutions to automate workflows, analyze data, and free your team for high-value work.
Advanced Tax & Profit Strategy: Go beyond compliance. We use the data from your newly efficient systems to deploy proactive tax strategies, entity structuring, and profit retention plans that keep more money in your business.
Business Funding & Capital: Fuel your growth. We help you secure the capital needed to invest in the technology and strategy that drive scale.
While anyone can file taxes, a tax strategist maximizes savings and growth. Our clients gain an extra edge: Our lead strategist is also an award-winning business coach (4x Business Person of the Year, 2025 Business of the Year).
Session Overview:
A comprehensive 60-minute session leveraging AI-driven analysis to:
Audit Your Systems: Use AI tools to scan for operational inefficiencies and automation opportunities in your key processes.
Analyze Financial Data: Review your financials to identify tax savings, missed deductions, and profit leaks.
Deliver a Custom Integration Plan: Receive a strategic roadmap for implementing AI solutions and the financial strategies to maximize their ROI.
What You Receive:
AI Efficiency Report: A data-backed analysis of your top 3 opportunities for automation.
Tax Optimization Plan: A clear strategy to reduce your tax liability by 20-40%.
Priority Implementation Checklist: A step-by-step guide to integrating technology and finance.
Ideal For: Businesses generating $150K+ annually who are ready to leverage technology for a competitive advantage.
Investment: $500 (Fully applicable to future implementation services)
Yes.. Trudi is very knowledgeable and willing to help you!!!
Trudi is an amazing entrepreneur with a wealth of knowledge who genuinely cares for the business owners she works with!
Trudi is your go-to resource if you’re new to the biz world, need direction, or want to increase your value. She’s there to help you every step of the way.
I am going to start of my saying that if you are serious about your business, then Coach Trudi is serious about you! One of my favorite things about Coach Trudi is how she challenges me. She doesn’t allow me to sit in my fear or my sorrows too long! She stretches me to become my best for my clients. Hire her immediately! You will thank me later!
Stop choosing between efficiency and profitability. Let’s build a system that delivers both.
But thou shalt remember the LORD thy God: for it is he that giveth thee power to get wealth, that he may establish his covenant which he sware unto thy fathers, as it is this day.
– Deuteronomy 8:18
“The greatest failure is to be successful in the wrong assignment.”
– Dr. Myles Munroe
“When opportunities fail to present themselves you must be willing to create your own.”
“In doing so you must finally remove your plans from the board and paper and partner them with the correct strategies to take you from high hopes to manifestations.”
– Trudi B. Parson
In today’s market, profitability is attacked from two fronts: operational waste and financial leakage. Our integrated approach tackles both. We first analyze your workflows to identify and automate inefficiencies with targeted AI solutions. Then, we apply advanced financial strategy to ensure every dollar saved is protected and leveraged for growth. This isn’t just consulting; it’s building a smarter, more resilient business.
