Big 4 — Ernst & Young Finance Automation Specialist 0→1 System Builder Fractional CFO QuickBooks Pro Advisor DFW Metroplex · Texas Big 4 — Ernst & Young Finance Automation Specialist 0→1 System Builder Fractional CFO QuickBooks Pro Advisor DFW Metroplex · Texas
Finance × Automation

Numbers
that work
for you.

15+ years. Big 4. Global companies. High-growth startups. I build finance functions from zero and automate everything that shouldn't need a human.

156
Days to close. Built at a high-growth RIA startup.
Bookkeeping Tax Strategy Fractional CFO Process Automation Financial Systems Cash Flow Forecasting QuickBooks IRS Compliance KPI Dashboards Bookkeeping Tax Strategy Fractional CFO Process Automation Financial Systems Cash Flow Forecasting QuickBooks IRS Compliance KPI Dashboards

I build finance
systems that scale.

Most finance people react. I architect. I don't just close your books — I design the systems, workflows, and infrastructure that make financial operations seamless and scalable.

From zero-to-one setup for early-stage companies to CFO-level strategy for growing businesses, I bring 15+ years of Big 4 rigour and modern automation — NetSuite, Ramp, Claude AI — all in one engagement.

MBA
Big 4 — Ernst & Young
Official Ramp Partner
Claude AI Implementation
15+
Years Building Finance Functions
Big 4, global multinationals, and high-growth startups — each built from zero.
$5K
Saved in a Single Tax Return
Identified strategies that had been completely missed — delivered in one filing season.
0→1
Finance Functions Built from Scratch
From chart of accounts to full automation stack — deployed and running.
What I Do

Three ways I
move the needle.

Every engagement starts with understanding your system — then rebuilding it better.

01
📘
Bookkeeping
Starting at $499/month

Clean, accurate books — built on a system that runs month after month without friction. No surprises at tax time.

  • Monthly categorization & bank reconciliation
  • Financial reports: P&L, Balance Sheet, Cash Flow
  • Receipt matching & audit-ready records
  • QuickBooks Online setup & management
  • Monthly specialist review call
Start here →
02
📊
Fractional CFO
Starting at $999/month

Strategic financial leadership without the six-figure hire. I embed in your business and act as your financial co-founder.

  • Everything in Bookkeeping, plus:
  • Cash flow forecasting & scenario planning
  • Monthly KPI dashboards & business insights
  • Investor & lender reporting packages
  • Quarterly business performance reviews
Grow smarter →
03
🧾
Tax & Compliance
$499 per filing

Year-round tax strategy, not just filing season panic. I keep you compliant, minimize liability, and handle the IRS so you don't have to.

  • Federal & State business tax filing (LLC, S-Corp)
  • Year-round tax advisory & proactive planning
  • Estimated quarterly tax payments
  • 1099 filing & contractor compliance
  • IRS correspondence & audit support
Reduce your tax bill →

I build systems
from 0 to 1.

Most finance professionals give you spreadsheets. I give you infrastructure. Every client engagement starts with a systems audit and ends with automated workflows that free up hours every month.

01
Audit your current state
We map every manual process, tool, and workflow — finding the leaks and inefficiencies.
02
Design the system architecture
I build a custom automation blueprint — connecting your accounting, payroll, and reporting tools.
03
Build and deploy
We implement, test, and hand off a system that runs itself — with dashboards you can actually read.
04
Maintain and scale
Ongoing support as your business grows — the system evolves with you.
finance_automation.py
# Monthly close automation pipeline import quickbooks, zapier, notion def run_monthly_close(client_id): # 1. Pull transactions from bank feeds txns = qbo.fetch_transactions( period="last_month", client=client_id ) # 2. Auto-categorize with ML rules categorized = categorize(txns, rules="custom") # 3. Reconcile & flag anomalies report = reconcile(categorized) if report.anomalies: alert_client(report.anomalies) # 4. Generate P&L, Balance Sheet statements = build_financials(report) # 5. Push to client dashboard notion.update_dashboard(statements) return "✓ Close complete. 0 human hours."

We implement
Ramp. Free.

Ramp is a finance operations platform — corporate cards, expense management, and spend automation trusted by 50,000+ businesses. As an official Ramp partner, AI Books implements Ramp for your business at no cost. You get white-glove setup, full onboarding, and a finance stack that largely runs itself.

See our Ramp partner page
ramp.com/partners/ai-books
Ramp Finance Operations Partner
AI Books Solutions
Get Ramp implemented for your business — corporate cards, expense automation, and bill pay — at zero cost through AI Books.
Corporate cards with built-in spend controls
AI auto-codes every expense the moment it happens
Syncs with NetSuite, QuickBooks, Xero & more
Bill pay, AP automation & month-end close
Get started through AI Books →
Tools & Platforms I Work With
NetSuite
QuickBooks Online
Ramp
Claude AI
Rippling
Navan
Zip
Gusto
Datarails
Power BI
Zapier
Make
Brex
Carta

What happens when
finance actually works.

★★★★★

"Asim set up our entire finance function from nothing. Every process is automated, every report is ready when we need it."

Farhaan F.
Founder · Creative Agency, DFW
★★★★★

"He found $5,000 I didn't know I was leaving on the table. I won't file without him again."

R. Ahmed
Business Owner & Individual Filer
★★★★★

"Asim deployed Claude AI directly into our NetSuite environment. Manual finance work is now automated. He understands both sides — that's rare."

J. Luis
Founder · High-Growth Legal Tech Startup
Ready to start?

Let's build your
financial system.

30 minutes. No pressure. We'll map out what's broken, what's possible, and whether we're a fit.