GrowthAutomations Financial Group was founded on a simple observation: most financial advisory firms operate like they are still using paper ledgers. We decided to bring the same rigor, automation, and systems thinking that powers modern technology companies to the world of finance consulting.
What started as a small practice focused on tax optimization has grown into a full-service financial consulting firm. We serve businesses across New York and beyond, bringing precision analysis and measurable outcomes to every engagement.
To build financial infrastructure that scales with your business — measured, monitored, and continuously improved.
A world where every business has access to the same caliber of financial strategy as a Fortune 500 company.
Transparency, precision, and outcomes. We measure success in client results, not billable hours.
Every engagement starts with a diagnostic phase. We audit your current financial operations, identify the highest-impact opportunities, and build a roadmap with clear milestones and measurable outcomes.
We work in sprints, not annual contracts. Each quarter, we review results against targets, adjust strategy based on what the data tells us, and deploy the next round of improvements. Continuous iteration, not one-and-done consulting.
The people behind our success
Buck spent 15 years optimizing financial pipelines at Fortune 500 firms before founding our practice. He treats every client engagement like a production deployment — measured, monitored, and continuously improved.
Penny built our multi-year tax modeling system from the ground up. Her clients see an average 23% reduction in effective tax rate within the first year — she calls it refactoring your liability stack.
Grant turns raw financial data into dashboards that actually drive decisions. Before joining us, he built analytics platforms for three fintech startups — now he brings that same rigor to every client engagement.
Results speak louder than proposals
They restructured our entire tax position in under 90 days. Saved us six figures in the first year, and the dashboards they built mean I can see our financial health in real time instead of waiting for quarterly reports.
Our audit used to be a three-month nightmare. GrowthAutomations ran it in parallel with our operations — clean opinion, zero disruptions, and they found internal control gaps nobody else had flagged.
The risk management framework they built is the reason we slept through the last market correction. Clear playbooks, tested scenarios, and zero surprises. That is the kind of infrastructure every firm needs.
Schedule a free discovery call and we will identify your highest-impact financial opportunities.
