8020 Consulting Unclaimed

Improve financial efficiency and accuracy through AI-driven automation and strategic consulting.

Expert financial project management ensures on-time, on-budget execution of critical initiatives.

Enhances private equity success through targeted diligence, value creation strategies, and exit readiness support.

Ensure financial stability and strategic leadership during critical transitions with expert Interim CFO support.

Stabilize your finance and accounting functions during critical transitions with expert Interim Controller services.

Enhance decision-making with expert budgeting, forecasting, and analysis services.

Expert financial reporting and audit support for accurate, compliant financial operations.

Ensure your organization is fully prepared for a successful IPO and compliant public company operations.

Enhance finance operations through effective systems governance and implementation.

Provides immediate financial leadership during critical transitions to stabilize operations and improve performance.

Expertise in guiding M&A transactions for seamless integration and value capture.

Expert guidance to transform financial distress into stability and growth.

Modernization of finance processes, automation, data architecture and system integration to create scalable, compliant and efficient finance operations.

Forecasting, KPI tracking, metric drill-down, scenario analysis, and dashboards to analyze performance and support strategic decision making.

Selection, configuration, data migration, integration, training, and post‑implementation support to deploy scalable ERP and financial systems.

Part-time or interim senior financial leadership providing strategic guidance, investor and board readiness, and executive-level finance oversight for growth-stage companies.

Diligence, transaction execution and integration, private equity portfolio value-creation planning, and IPO/public company readiness including SOX and reporting frameworks.

Finance AI and Automation Consulting

Finance AI and Automation Consulting helps finance and accounting teams transform operations through AI-enabled processes and automation, improving efficiency, control, and reporting.

• Automate Finance Tasks
  Leveraging AI to automate daily finance tasks significantly reduces the time and effort needed to achieve accurate reporting and analysis.
• Redesign Finance Processes
  By reengineering finance functions, organizations can achieve swifter financial close cycles, ensuring timely and accurate financial insights.
• Drive Measurable Impact
  Our approach focuses on delivering results quickly, ensuring organizations see tangible improvements in their operational efficiency.
• Prioritize Business Problems
  We identify areas where AI can make the most significant impact, facilitating focused implementation for rapid results.
• Facilitate Gradual Adoption
  This method allows finance teams to gradually adapt and learn, enhancing their confidence with new technologies and processes.

Financial Project Management

Project management and execution services for finance transformation initiatives, delivering improved reporting and analytics.

• Ensure Timely Project Completion
  Our consultants lead every phase, embedding within your team to manage resources and resolve issues swiftly.
• Implement Effective Roadmaps
  We define scope, timelines, and financial success metrics at the outset to ensure alignment and clarity.
• Facilitate Executive Support
  Ensuring all relevant parties are engaged and informed fosters collaboration and mitigates delays.
• Minimize Project Risks
  Our proactive approach helps detect issues early, preserving project timelines and budgets.
• Enhance Long-Term Project Outcomes
  We provide documentation and training to ensure seamless transitions and sustained improvements.

Private Equity Consulting Services

Advisory services for private equity firms and portfolio companies, including diligence, value creation, and exit readiness.

• Maximizes Portfolio Performance
  We work closely with portfolio companies to implement initiatives that boost performance, enhance EBITDA, and optimize overall company value.
• Facilitates Smooth Transitions
  We streamline the exit process through systematic financial cleanup and governance improvements, ensuring smooth transitions for stakeholders.
• Enables Informed Investment Decisions
  Our expertise in financial analysis ensures that due diligence processes are thorough and insightful, allowing for informed investment choices.
• Improves Operational Efficiency
  With practical operational finance support, we address inefficiencies and help implement systems that bolster decision-making and performance.
• Ensures Continuity in Leadership
  Our experienced interim CFOs and controllers step in to maintain leadership continuity, ensuring that operations run smoothly during critical transitions.

Interim CFO

Interim Chief Financial Officer services to provide leadership, financial strategy, and governance during transitions.

• Ensure Effective Governance
  Our Interim CFOs implement robust oversight measures, ensuring compliance and operational integrity throughout the transition.
• Deliver Executive Guidance
  We offer immediate strategic direction, enabling companies to maintain momentum and clarity during challenging periods.
• Optimize Cash Flow
  Our experts develop actionable cash flow plans that support stability and growth amid leadership changes.
• Ensure Reporting Accuracy
  We maintain high standards in financial reporting, facilitating a seamless transition to a new permanent CFO.
• Enhance Stakeholder Confidence
  Our CFOs manage communication effectively, fostering trust among investors and stakeholders throughout transitions.

Interim Controller

Interim Controller services to manage month-end close, financial reporting, and control environments.

• Ensures Accurate Reporting
  By overseeing financial reporting processes, interim controllers help maintain compliance, enabling organizations to present reliable financial information to stakeholders.
• Reduces Financial Risk
  Improving internal controls leads to reduced risk of inaccuracies in financial reports and compliance issues, thus fostering stakeholder confidence.
• Accelerates Close Process
  By efficiently managing month-end close procedures, interim controllers ensure that organizations meet crucial reporting deadlines while maintaining accuracy in financial data.
• Seamless Leadership Integration
  Interim Controllers help organizations maintain momentum and governance during transitions, ensuring strategic alignment with company goals.
• Enhances Financial Operations
  By reviewing financial processes, interim controllers can uncover inefficiencies and recommend improvements, leading to better performance overall.

Financial Planning and Analysis (FP&A)

FP&A services for budgeting, forecasting, and scenario planning to support strategic decision-making.

• Achieve Immediate Insights
  Transform data into actionable insights for swift responses to financial changes.
• Create Accurate Forecasts
  Build reliable models that predict future financial performance and support proactive decision-making.
• Drive Strategic Decisions
  Facilitate informed decision-making through comprehensive scenario analysis and simulations.
• Optimize Budget Processes
  Ensure comprehensive management of budget cycles to align resources with strategic goals.
• Measure Performance Effectively
  Create and track KPIs that align with business objectives to drive continuous improvement.

Financial Reporting and Accounting

Financial reporting and accounting services to produce accurate statements and insights.

• Streamlines Financial Oversight
  We create comprehensive consolidated reports that enhance visibility across all operational entities, aiding in strategic decision-making.
• Enhances Reporting Accuracy
  Our automated controls ensure accuracy in financial reporting, minimizing human error and optimizing compliance.
• Strengthens Compliance
  We ensure that your financial statements are compliant and comprehensive, facilitating smoother audit processes and reducing risks.
• Connects Financial Insights
  Our service links forecasting with reporting, providing real-time insights to drive better financial outcomes and strategic planning.
• Enhances Reporting Integrity
  Our finance professionals guide you through complex financial regulations, ensuring accurate reporting and reducing compliance risks.

IPO Readiness and Public Company Support

IPO readiness and public company support to prepare processes, governance, and reporting for a public listing.

• Identify Gaps Early
  This feature helps organizations pinpoint areas needing improvement in their financial processes before pursuing the IPO.
• Establish Strong Governance
  Ensures that companies have the necessary governance structures in place to meet public market expectations.
• Achieve Compliance Standards
  Guarantees that financial processes are compliant with regulatory standards essential for public companies.
• Create Audit-Ready Reports
  Delivers a robust reporting structure that supports timely and accurate financial disclosures.
• Facilitate Seamless Transition
  Aims to help companies adapt effectively to their new public status while maintaining operational integrity.

Financial Systems

Financial systems governance and optimization for ERP implementations and data integrity.

• Establish Governance
  Ensures structured oversight of ERP implementations, aligning them with business objectives and compliance standards.
• Optimize Systems
  Delivers tailored solutions for implementing and enhancing finance systems, ensuring reliability and data accuracy.
• Automate Processes
  Streamlines workflows by leveraging technology to minimize manual tasks and eliminate errors.
• Improve Reporting
  Facilitates data-driven decision-making through customizable dashboards and reporting solutions.
• Integrate Systems
  Connects financial operations across platforms, improving access to information and collaborative decision-making.

Interim Financial Management

Interim Financial Management services provide immediate leadership to stabilize financial operations during critical transitions, ensuring continuity, clarity, and strategic direction.

• Provides Experienced Financial Leadership
  Interim leaders are deployed within 24 hours to stabilize operations and guide the organization through periods of uncertainty.
• Ensures Accurate Financial Reporting
  The service guarantees that close cycles are completed on time, supporting stakeholder confidence and internal compliance.
• Mitigates Financial Risks
  Expert financial leaders help navigate through financial distress, ensuring business continuity and minimal disruption.
• Facilitates Knowledge Transfer
  Prepares detailed documentation and training for permanent hires, ensuring sustained operational effectiveness.
• Drives Operational Efficiency
  Our team identifies inefficiencies and optimizes workflows to improve overall financial performance.

Transaction Support Services

Transaction support to navigate critical M&A moments with end-to-end diligence, valuation, and integration planning.

• Streamline Transaction Processes
  Coordinates all aspects of M&A activities to safeguard against common pitfalls and improve execution efficiency.
• Ensure Accuracy and Transparency
  Provides precise financial data to enhance confidence among stakeholders, facilitating smoother transactions.
• Facilitate Informed Decision-Making
  Conduct thorough financial assessments to identify risks, enhancing due diligence processes and enabling original insights.
• Maintain Reporting Integrity
  Supports compliance and transparency in financial reporting, reinforcing trust with investors and regulatory bodies.
• Ensure Seamless Transitions
  Facilitates a smooth transition post-deal to maintain operational stability and financial control.
• Enhance Collaboration
  Ensures that all stakeholders are aligned and informed throughout the transaction process, reducing the chance of miscommunication.

Financial Turnaround and Restructuring

Turnaround planning and restructuring support to stabilize finances and improve performance.

• Ensure Smooth Transitions
  Facilitates immediate action to align financial strategies with operational goals, ensuring smooth transitions during restructuring.
• Stabilize Finances Quickly
  Creates a roadmap to assess financial health, optimize cash flow, and implement strategies for recovery.
• Enhance Cash Flow Management
  Utilizes detailed cash flow forecasts to guide liquidity management and mitigate risk.
• Optimize Operational Efficiency
  Focuses on identifying inefficiencies and enhancing systems for a sustainable operational framework.
• Facilitate Financial Transactions
  Assists in preparing for and executing successful capital restructuring and financing operations.
• Build Stakeholder Confidence
  Employs effective communication frameworks to keep all parties informed and engaged during transitions.