Engineering bespoke operating systems, robust internal controls, and proactive tax strategies with expert CPA oversight.
Empowering business owners, accounting firms, and internal finance teams to build lasting capability in cloud accounting and applied AI.
BC Advisory (a division of Bansi Consulting LLC) provides an integrated ecosystem designed to eliminate operational friction, reduce tax liabilities, and establish institutional-grade financial control. Whether engaging our firm for year-round tax compliance, high-touch CAS infrastructure, fractional executive leadership, custom AI engineering, or professional training, every engagement operates with defined scope, structured workflows, and measurable governance.
| TAX STRATEGY & COMPLIANCE A robust, year round tax practice serving comptex individuals, entities, and cross— border operations. | CLIENT ACCOUNTING SERVICES (CAS) Institutional grade financial infrastructure, internal controls, and real time operational control. |
| Business Tax Preparation & Planning: 1120-s (S-corps), 1065 (Partnerships/LLCs) , and 1120 (C-Corps) . Individual & High—Net—Worth Returns: Form 1040, multi—state allocations, K—I reporting, and quarterly estimated taxes. Cross—Border & Expat Tax Services : FEIE, ETC, FBAR (FinCEN 114), FATCA (8938), and cross—border entity structures. Proactive Strategic Planning: Structured tax minimization and year—round advisory before filing deadlines. | Full-Cycle Accounting Systems: Chart of accounts architecture, general ledger governance, accounts payable/receivable automation, and strict monthly close procedures. Dynamic Financial Dashboards: Custom, real-time KPI reporting packages providing executive clarity over margins, burn rate, and profitability. Internal Control Design & Implementation: Designing segregation of duties, approval workflows, row-level data permissions, and dynamic audit logs to safeguard assets. Audit Readiness (Non-Attest): Preparing clean, fully reconciled workpapers, trial balances, and support schedules structured for third-party institutional and regulatory review. |
| Strategic Advisory & Fractional Leadership (CFO & CAIO) Executive-level financial and technological guidance tailored for growing businesses and organizations. | AI Consulting & Workflow Automation Practical, secure automation engineered to eliminate administrative drag and modernize operations. |
| Fractional CFO Services: Strategic capital allocation, cash flow forecasting, 3-statement financial modeling, scenario analysis, and board-level reporting without full-time executive overhead. Fractional CAIO (Chief AI Officer) Services: Formulating firm-wide AI roadmaps, technology risk policies, secure AI software evaluation, and responsible adoption governance. Operating Systems Engineering & SOPs: Documenting end-to-end standard operating procedures, role boundaries, and scalable business workflows. Operational Risk & Governance: Reviewing operational choke points, tightening compliance safeguards, and mitigating organizational exposure. | Bespoke Business Operating Systems: Building low-code workspace architectures and centralized command centers to streamline project scoping, pipeline management, and client inquiries. Intelligent Workflow Automation: Designing custom prompt templates, automated intake pipelines, and integrated spreadsheet/data triggers. AI Data Governance & Security Protocols: Establishing secure frameworks and privacy parameters to protect proprietary financial records and client PII during AI tool utilization. Tool Stack Modernization: Auditing legacy software environments and implementing modern, integrated cloud solutions. |
EXECUTIVE EDUCATION & TRAINING
We Don’t Just Implement. We Educate.
In addition to hands-on consulting, BC Advisory delivers live, interactive training workshops and structured courses. Grounded in decades of public accounting practice and certified AI consulting, our training programs provide practical, immediately actionable skills with zero fluff.
| Applied AI for Business Leaders: Practical workshops on leveraging AI for operational efficiency, automated project scoping, and secure data workflows. | AI for CPAs & Accounting Practices: Training accounting firms on modern AI prompts, advisory workpaper generation, and practice automation. |
| Modern QuickBooks Online & CAS Essentials: Hands-on instruction in chart of accounts design, bank reconciliations, financial controls, and daily bookkeeping workflows. | Custom Corporate Workshops: Tailored training programs built specifically for your internal staff and operational processes. |
OPERATING STANDARDS & ENGAGEMENT FRAMEWORK
| Clear Scope Boundaries | Controlled Intake | CPA-Led Governance |
| Detailed engagement letters and structured deliverables. | Encrypted client portals and firm document deadlines. | Senior CPA review and documented quality control checks. |
| No surprise fees, no scope creep, and predictable execution. | Streamlined data collection without email chasing or security risk. | High-precision tax filings, robust financials, and audit-ready records. |
Ready to Modernize Your Financial Infrastructure and Tax Strategy?
Schedule a discovery consultation with our advisory team to discuss your tax compliance, accounting systems, fractional leadership, or AI automation needs.
