Dynamic Tax & CFO

Dynamic Tax & CFO Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Dynamic Tax & CFO, Financial Consultant, 30 N Gould Street, Sheridan, WY.

Every month you don't file, penalties stack. Interest compounds. And the IRS doesn't send reminders out of kindness, the...
08/10/2026

Every month you don't file, penalties stack. Interest compounds. And the IRS doesn't send reminders out of kindness, they send them with balances attached. We had a client come to us with years of unfiled returns and no idea where they stood. We got everything cleaned up: books organized, taxes filed, real clarity on their numbers. But the penalty bill? Over $82,000. Don't let that be you.

They weren't trying to cheat the system. Life got busy, books got messy, and tax deadlines kept passing. By the time the...
08/09/2026

They weren't trying to cheat the system. Life got busy, books got messy, and tax deadlines kept passing. By the time they came to us, multiple years were unfiled. We cleaned up their books, filed everything, and gave them full clarity on net profit, cost of goods sold, and expenses. We even built a tax plan going forward. But the damage was already done: $82K in IRS penalties and fees. The longer you wait, the more it costs.

A P&L by itself is useful. A P&L with month-over-month comparison is powerful. Upload two months of statements and ask A...
08/08/2026

A P&L by itself is useful. A P&L with month-over-month comparison is powerful. Upload two months of statements and ask AI to show the difference. Where did you spend more? Where did revenue drop? What changed? This is exactly what a CFO does in a monthly review, except now you can do a rough version in minutes for free. It's not a replacement for professional eyes, but it builds the habit of checking your numbers.

Most business owners are shocked by the answer. You think you know where your money goes, but the numbers tell a differe...
08/07/2026

Most business owners are shocked by the answer. You think you know where your money goes, but the numbers tell a different story. Once AI categorizes your transactions, ask follow-up questions: What's my biggest expense? What percentage is going to subscriptions? Where did my revenue come from? The P&L is just the start. The real value is in the questions you ask after.

Upload your YTD bank statements to AI. Ask it to build a P&L. Take your net profit number, multiply by your tax rate (us...
08/06/2026

Upload your YTD bank statements to AI. Ask it to build a P&L. Take your net profit number, multiply by your tax rate (usually 25-30% for most small businesses), and divide by 4. That's your rough quarterly estimate. It's not perfect, but it's infinitely better than guessing or just not paying. Behind on quarterlies? This gets you a number to work with today.

One month gives you a snapshot. Three months gives you a trend. When you upload multiple statements to AI, it can show y...
08/05/2026

One month gives you a snapshot. Three months gives you a trend. When you upload multiple statements to AI, it can show you whether your cash flow is improving, declining, or flat. That context changes every decision you make. Are expenses creeping up? Is revenue seasonal? You won't see it in a single month. Give AI more data and it gives you better answers.

If you're running business expenses through a personal account (or vice versa), AI can still sort it out. Upload your st...
08/04/2026

If you're running business expenses through a personal account (or vice versa), AI can still sort it out. Upload your statements and tell it which transactions are business vs. personal. It'll filter and categorize, then give you a clean P&L with only the business numbers. Takes 5 extra minutes and makes the output way more accurate.

No clean books? No problem. Your bank statements already have the data. Upload them to AI (we use Claude) and ask it to ...
08/03/2026

No clean books? No problem. Your bank statements already have the data. Upload them to AI (we use Claude) and ask it to build a P&L and cash flow statement. It'll categorize transactions, separate income from expenses, and show you where you actually stand. This is a quick read, not a long-term solution, but if you need a number to work with today, this is how you get it. Comment "HELP" if you want your books done right, for good.

👉 Check out our website: https://dynamictaxcfo.com/home

If your books are behind and you have no idea what your business actually made this year, here's a bandaid that gives yo...
08/01/2026

If your books are behind and you have no idea what your business actually made this year, here's a bandaid that gives you a real number today. Upload your bank statements to AI and ask it to build a cash flow statement. It'll pull income, expenses, and net position without touching your accounting software. It's not audit-ready, but it's better than guessing. Comment "HELP" if you want your books caught up for good.

👉 Check out our website: https://dynamictaxcfo.com/home

The anxiety of not knowing what your business actually made? That's fixable in about 10 minutes. Upload your bank statem...
08/01/2026

The anxiety of not knowing what your business actually made? That's fixable in about 10 minutes. Upload your bank statements to an AI tool like Claude and ask for an instant P&L. You'll see income, expenses, and net profit broken down clearly. It won't replace proper bookkeeping, but it replaces the "I have no idea" feeling with actual data. Clarity is one upload away. Comment "HELP" if you want the permanent version.

👉 Check out our website: https://dynamictaxcfo.com/home

Address

30 N Gould Street
Sheridan, WY
82801

Opening Hours

Monday 9am - 3pm
Tuesday 9am - 3pm
Wednesday 9am - 3pm
Thursday 9am - 3pm
Friday 9am - 12pm

Telephone

+19097485888

Website

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