— AI-Enabled Operating Consulting · CPA-Backed

Consulting.
AI & Automation. Transformation.

— We architect operating models that generate durable competitive advantage.

A consulting firm powered by AI and automation — led by CPAs who bring deep financial expertise to every engagement. We don’t just advise. We redesign how you operate, scale, and compete.

400+

Business & Professional Service

4.2yr

Average Client Tenure

5–10×

Typical Year-One ROI

Trusted by firms using

CLIO

QUICKBOOKS

MYCASE

XERO

LITIFY

— The Problem

Most Businesses Are Operating Below Their Potential

The hidden cost of reactive, unoptimized operations averages $150K per year. Most businesses don’t see it coming.

Limited Financial Visibility

Growth decisions get made without the real-time financial clarity they deserve.

Untapped Automation

AI remains idle while competitors accelerate.

Manual Overhead

Manual processes silently drain margins.

Fragile Growth

Scaling without systems creates cost, not leverage.

Where Conscious Strategy Meets Intelligent Automation

Accelerate Execution with AI-Driven Workflows

Eliminate Time-Consuming Bottlenecks

Build Resilient, Data-Backed Operations

Deploy Automation That Scales Seamlessly

— What We Do

Strategy + Systems + Scale.

We go beyond compliance. We redesign how your business operates — through AI, intelligent automation, and financial leadership that creates durable competitive advantage.

Growth Acceleration & Scale Advisory

High-impact automation opportunities mapped to an ROI-driven roadmap aligned to your growth objectives.

Intelligent Process Automation & System Architecture

Redesign of core workflows and financial systems to eliminate inefficiencies and build scalable operating infrastructure.

Workforce Productivity & Digital Leverage

Strategic integration of AI into critical workflows — increase output per employee without adding headcount.

Performance Visibility & Decision Intelligence

Strategic integration of AI into critical workflows — increase output per employee without adding headcount.

Cash Flow & Operating Model Advisory

Optimization of working capital and liquidity through operating
model redesign, financial systems alignment, and proactive
planning.

Cost Optimization & Margin Expansion

Comprehensive margin improvement through automation, cost restructuring, and technology rationalization.

Fractional AI & Automation Advisor

Executive-level oversight to guide automation initiatives and ensure measurable business impact — without a full-time hire.

— The Platform

AI That Works While You Run Your Business

While you’re executing, we’re watching your numbers, automating your workflows, and surfacing the decisions that matter.

Business Intelligence Dashboard

Cash Position

$847,320

Q4 Tax Liability (Projected)

$124,800

Operating Cash Reserve

4.3 months

AR Outstanding 60d+

$89,200 ⚠

Net Profit Margin (MTD)

34.2%

AI Alert: Inflow event expected — +$220K est. Tax liability recalculating automatically.

Proactive

Never get blindsided by a tax bill again.

Real-time liability recalculation with proactive alerts — weeks before a deadline, not the morning it’s due.

Ask Anything

“Can we afford to hire this quarter?” Get a real answer.

Ask in plain language. Get answers grounded in your actual financials — not a generic model built in 2019.

Automated

Critical workflows running without you touching them.

Continuous monitoring and reconciliation. We catch problems before they compound.

Strategy

Executive-level insight. Always on.

Live dashboards and predictive models replace static spreadsheets with intelligence you can act on.

— How It Works

Up and Running in 30 Days

We handle the transition. You keep running your business.

Discovery

We assess your business model, workflows, tech stack, and growth priorities. No commitment required.

Days 1–3 · Free

Audit & Baseline

Full financial and operational systems review. We establish your efficiency baseline and define clear ROI targets before any work begins.

Days 4–15 · No Obligation

AI Deployment

Integrations activated. Dashboards launched. High-impact workflows automated and your team fully enabled.

Days 16–30 · Live

Ongoing Partnership

Strategic review cadence, proactive planning, continuous automation refinement, and measurable performance tracking.

Day 30+ · Year-Round

— Industries

We Speak Your Industry's Language

Specialized expertise across the verticals where operational complexity is highest.

Law Firms

Trust accounting, matter profitability, partner compensation structures, and billable hour intelligence.

Medical Practices & Groups

Insurance reimbursements, provider comp models, HIPAA compliance, and payer mix complexity.

Specialty Construction

Job costing, WIP tracking, cash flow gap management, change orders, and margin optimization.

Pharmacy & Pharma Groups

Inventory, regulatory compliance, multi-location P&L, and operational speed at scale.

PE Firms & Portfolio Companies

Job costing, WIP tracking, cash flow gap management, change orders, and margin optimization.

Professional Services

Utilization rates, project profitability, capacity planning, and partner distribution structures.

— Case Studies

Real Firms. Real Results.

Specialized expertise across the verticals where operational complexity is highest.

Professional Services

Compliance

Compensation Analysis & Pay Equity Alignment

How we delivered a data-driven pay equity audit, defensible adjustment plan, and future-state compensation framework — in 10 business days.

Business days to delivery

100%

Employees audited

Integrated deliverables

Automotive & Transportation

Automation

Custom Automation, Smarter Reporting & Workforce Optimization

How we built a QuickBooks-integrated automation app, a performance-based scoring system, and mission-aligned job architecture across two organizations — simultaneously.

Faster invoicing

Business days to delivery

100%

Roles rewritten with mission alignment

— How We Compare

Advisory Without Execution Is Incomplete. We Deliver Both.

Conscious Accounting

Local CPA

Regional & National Firms

Real-time financial intelligence dashboard

Enterprise only

AI workflow automation & integration

Rarely

Operating model redesign

Proactive tax liability monitoring

Fractional CFO-level advisory

Enterprise only

Direct senior CPA access

Sometimes

Industry-specific expertise

Rarely

Sometimes

Accessible for $3M+ businesses

Money-back guarantee

— Client Voices

What Leaders Are Saying

    
 
 
       Posted on Google  
   
   TIFFANY CARTER 
 
 
 
  This Tax Company has been very patient we us and giving us the proper tools to get our tax obligations in order
  
 
      Posted on Google  
   
   Leslie McKinney 
 
 
 
  I have been doing my own taxes for a few years, but this past year they became more complicated and I wasn't sure I would do them best.  I chose to check into Butler-Davis because of the reviews all over the web stating how good they were. After my initial call, I was sure they were the place for me.  Nicole and her staff were professional, responsive, and capable of answering my every question as well as knowledgeable of each and every change in tax laws that related to me.  They now have a client for life.  Thank you, Nicole and Team.
  
 
      Posted on Google  
   
   Julie Herres 
 
 
 
  Nicole and her team are phenomenal. Nicole is a super-knowledgeable CPA and I learn something every time I speak with her. I highly recommend Butler-Davis Tax & Accounting!
  
 
      Posted on Google  
   
   Nathan Stodghill 
 
 
 
  Awesome service!!! Very informative as well as helpful. Thank you so much
  
 
      Posted on Google  
   
   Tracy Jones, CPA 
 
 
 
  Nicole is wonderful and provides excellent service! I highly recommend.
  
 
      Posted on Google  
   
   Payroll Setup 
 
 
 
  This company has been nothing but outstanding! Nicole is the warmest most sincere person and is always willing to go the extra mile. I am very happy that I chose Butler-Davis and will continue doing business with them.
  
 
      Posted on Google  
   
   Steven Ortiz 
 
 
 
  Fantastic company, fantastic service. Couldn’t ask for more!

Ready to Transform Your Operations?

Start with a free strategic operating assessment. We’ll show you exactly where you’re exposed and what it’s costing you — before you pay us a dollar.

— AI-Enabled Operating Consulting · CPA-Backed

Consulting. AI & Automation. Transformation.

400+

4.2yr

5–10×

— The Problem

Most Businesses Are Operating Below Their Potential

Where Conscious Strategy Meets Intelligent Automation

Accelerate Execution with AI-Driven Workflows

Eliminate Time-Consuming Bottlenecks

Build Resilient, Data-Backed Operations

Deploy Automation That Scales Seamlessly

— What We Do

Strategy + Systems + Scale.

Growth Acceleration & Scale Advisory

Intelligent Process Automation & System Architecture

Workforce Productivity & Digital Leverage

Performance Visibility & Decision Intelligence

Cash Flow & Operating Model Advisory

Cost Optimization & Margin Expansion

Fractional AI & Automation Advisor

— The Platform

AI That Works While You Run Your Business

— How It Works

Up and Running in 30 Days

Discovery

Audit & Baseline

AI Deployment

Ongoing Partnership

— Industries

We Speak Your Industry's Language

Law Firms

Medical Practices & Groups

Specialty Construction

Pharmacy & Pharma Groups

PE Firms & Portfolio Companies

Professional Services

— Case Studies

Real Firms. Real Results.

Compensation Analysis & Pay Equity Alignment

Custom Automation, Smarter Reporting & Workforce Optimization

— How We Compare

Advisory Without Execution Is Incomplete. We Deliver Both.

Conscious Accounting

Local CPA

Regional & National Firms

— Client Voices

What Leaders Are Saying

Ready to Transform Your Operations?

Let's Talk About Your Business

Consulting.
AI & Automation. Transformation.