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8020consulting.com
A finance and accounting transformation consultancy helping organizations optimize financial operations.
8020 Consulting is a finance-focused management consultancy that partners with finance and accounting leaders, private equity firms, and publicly traded companies to optimize financial operations and governance. The firm provides advisory and implementation services across finance transformation, planning and analysis, accounting processes, ERP and systems governance, and interim leadership to accelerate cash flow, profitability, and scalable reporting. With a practical, data-driven approach, 8020 helps clients close gaps between strategy and execution, improve financial controls, streamline close cycles, and sustain compliant, transparent reporting. The team brings deep industry experience, cross-functional collaboration, and execution discipline to deliver measurable improvements in efficiency, risk management, and stakeholder communications.
Mission statement
To enable clients to achieve sustainable profitability and operational excellence through data-driven finance and accounting transformation, rigorous governance, and scalable processes, delivered through practical advisory and hands-on implementation.
Products & Services
Finance AI and Automation Consulting Service
Improve financial efficiency and accuracy through AI-driven automation and strategic consulting.
8020consulting.com/services/finance-ai-automation-consulting- ✓ AI-enabled finance automation — Automate Finance Tasks
- ✓ Finance function transformation — Redesign Finance Processes
- ✓ Measurable AI Impact — Drive Measurable Impact
- ✓ Strategic AI Implementation — Prioritize Business Problems
- ✓ Incremental Change Approach — Facilitate Gradual Adoption
Financial Project Management Service
Expert financial project management ensures on-time, on-budget execution of critical initiatives.
8020consulting.com/services/financial-project-management- ✓ Delivery and execution — Ensure Timely Project Completion
- ✓ Project planning — Implement Effective Roadmaps
- ✓ Stakeholder alignment — Facilitate Executive Support
- ✓ Risk management — Minimize Project Risks
- ✓ Post-project optimization — Enhance Long-Term Project Outcomes
Private Equity Consulting Services Service
Enhances private equity success through targeted diligence, value creation strategies, and exit readiness support.
8020consulting.com/services/private-equity-services- ✓ Value creation planning — Maximizes Portfolio Performance
- ✓ Exit readiness guidance — Facilitates Smooth Transitions
- ✓ Diligence support — Enables Informed Investment Decisions
- ✓ Operational finance expertise — Improves Operational Efficiency
- ✓ Interim leadership support — Ensures Continuity in Leadership
Interim CFO Service
Ensure financial stability and strategic leadership during critical transitions with expert Interim CFO support.
8020consulting.com/services/interim-cfo-services- ✓ Governance and Controls Oversight — Ensure Effective Governance
- ✓ Strategic Financial Leadership — Deliver Executive Guidance
- ✓ Cash Flow Management — Optimize Cash Flow
- ✓ Reporting and Transition Planning — Ensure Reporting Accuracy
- ✓ Stakeholder Communication Management — Enhance Stakeholder Confidence
Interim Controller Service
Stabilize your finance and accounting functions during critical transitions with expert Interim Controller services.
8020consulting.com/services/interim-controller-services- ✓ Financial Reporting Oversight — Ensures Accurate Reporting
- ✓ Internal Controls Optimization — Reduces Financial Risk
- ✓ Month-End Close Management — Accelerates Close Process
- ✓ Expert Leadership Transition — Seamless Leadership Integration
- ✓ Financial Process Improvement — Enhances Financial Operations
Financial Planning and Analysis (FP&A) Service
Enhance decision-making with expert budgeting, forecasting, and analysis services.
8020consulting.com/services/financial-planning-and-analysis- ✓ Real-Time Reporting — Achieve Immediate Insights
- ✓ Forecasting — Create Accurate Forecasts
- ✓ Scenario Planning — Drive Strategic Decisions
- ✓ Budgeting — Optimize Budget Processes
- ✓ KPI Development — Measure Performance Effectively
Financial Reporting and Accounting Service
Expert financial reporting and audit support for accurate, compliant financial operations.
8020consulting.com/services/financial-reporting-accounting- ✓ Consolidated Reporting — Streamlines Financial Oversight
- ✓ Automated Reporting Controls — Enhances Reporting Accuracy
- ✓ Audit Readiness Support — Strengthens Compliance
- ✓ Forecasting Integration — Connects Financial Insights
- ✓ Technical Accounting Expertise — Enhances Reporting Integrity
IPO Readiness and Public Company Support Service
Ensure your organization is fully prepared for a successful IPO and compliant public company operations.
8020consulting.com/services/ipo-readiness-consulting- ✓ IPO Readiness Assessment — Identify Gaps Early
- ✓ Public Company Reporting Readiness — Establish Strong Governance
- ✓ SOX Readiness Implementation — Achieve Compliance Standards
- ✓ Financial Reporting Structure Design — Create Audit-Ready Reports
- ✓ Post-IPO Operations Support — Facilitate Seamless Transition
Financial Systems Service
Enhance finance operations through effective systems governance and implementation.
8020consulting.com/services/financial-systems- ✓ ERP governance — Establish Governance
- ✓ Systems implementation and optimization — Optimize Systems
- ✓ Process automation — Automate Processes
- ✓ Enhanced reporting capabilities — Improve Reporting
- ✓ Cloud-based system integration — Integrate Systems
Interim Financial Management Service
Provides immediate financial leadership during critical transitions to stabilize operations and improve performance.
8020consulting.com/services/interim-financial-management- ✓ Interim Leadership — Provides Experienced Financial Leadership
- ✓ Close and Reporting Oversight — Ensures Accurate Financial Reporting
- ✓ Crisis Management — Mitigates Financial Risks
- ✓ Transition Planning — Facilitates Knowledge Transfer
- ✓ Performance Improvement — Drives Operational Efficiency
Transaction Support Services Service
Expertise in guiding M&A transactions for seamless integration and value capture.
8020consulting.com/services/transaction-support-services- ✓ End-to-End Deal Support — Streamline Transaction Processes
- ✓ Clean Financials and Robust Models — Ensure Accuracy and Transparency
- ✓ Diligence and Governance — Facilitate Informed Decision-Making
- ✓ Purchase Accounting and Reporting Continuity — Maintain Reporting Integrity
- ✓ Post-Close Integration Planning — Ensure Seamless Transitions
- ✓ Stakeholder Coordination — Enhance Collaboration
Financial Turnaround and Restructuring Service
Expert guidance to transform financial distress into stability and growth.
8020consulting.com/services/financial-turnaround-restructuring- ✓ Restructuring Execution — Ensure Smooth Transitions
- ✓ Turnaround Planning — Stabilize Finances Quickly
- ✓ Cash Flow Forecasting — Enhance Cash Flow Management
- ✓ Operational Resets — Optimize Operational Efficiency
- ✓ Support for Capital Raises and Restructuring Transactions — Facilitate Financial Transactions
- ✓ Stakeholder Communication Strategies — Build Stakeholder Confidence
Market Segments
Finance process and systems modernization
Modernization of finance processes, automation, data architecture and system integration to create scalable, compliant and efficient finance operations.
Financial planning and analysis
Forecasting, KPI tracking, metric drill-down, scenario analysis, and dashboards to analyze performance and support strategic decision making.
ERP and financial systems implementation
Selection, configuration, data migration, integration, training, and post‑implementation support to deploy scalable ERP and financial systems.
Outsourced CFO and interim finance leadership
Part-time or interim senior financial leadership providing strategic guidance, investor and board readiness, and executive-level finance oversight for growth-stage companies.
Transaction advisory, private equity value creation and IPO readiness
Diligence, transaction execution and integration, private equity portfolio value-creation planning, and IPO/public company readiness including SOX and reporting frameworks.
Related Organizations
Fractional CFO leadership and outsourced accounting for growth-focused companies.
Fathom provides analytics and reporting to help businesses and advisors make data-driven decisions.
Global IT services and software development company delivering software product development, digital transformation, and IT services.
NOW CFO provides outsourced financial leadership and accounting services to growing businesses nationwide.
Cloud-based planning platform enabling unified data, collaboration, and analytics for budgeting, forecasting and reporting.
Cloud-based ERP solutions and services that help manufacturers and distributors improve operational excellence.
Common Questions
- What does 8020 Consulting do?
- 8020 Consulting is a finance-focused management consultancy that partners with finance and accounting leaders, private equity firms, and publicly traded companies to optimize financial operations and governance. The firm provides advisory and implementation services across finance transformation, planning and analysis, accounting processes, ERP and systems governance, and interim leadership to accelerate cash flow, profitability, and scalable reporting. With a practical, data-driven approach, 8020 helps clients close gaps between strategy and execution, improve financial controls, streamline close cycles, and sustain compliant, transparent reporting. The team brings deep industry experience, cross-functional collaboration, and execution discipline to deliver measurable improvements in efficiency, risk management, and stakeholder communications.
- What is 8020 Consulting's role in the Finance process and systems modernization market?
- Modernization of finance processes, automation, data architecture and system integration to create scalable, compliant and efficient finance operations.
- What is 8020 Consulting's role in the Financial planning and analysis market?
- Forecasting, KPI tracking, metric drill-down, scenario analysis, and dashboards to analyze performance and support strategic decision making.
- How was the Finance process and systems modernization market size estimate for 8020 Consulting calculated?
- Estimated finance-specific modernization market by applying finance/BFSI share assumptions to mainframe/legacy modernization market data found in the search results. MarketsandMarkets reports the global mainframe modernization market at USD 8.39B in 2025 (USD 13.34B by 2030, CAGR 9.7%). MarketResearchFuture provides a services-specific view (2024: USD 2.67B, CAGR 7.78%). Because BFSI is identified as the largest vertical in these reports, I assumed finance-related modernization represents roughly one-third of the broader mainframe/legacy modernization market, yielding ~USD 2.9B (2025-scale). Growth potential is aligned with reported CAGRs for the category (range ~7.8–9.7%); I estimated a finance-focused CAGR of ~9% given strong regulatory and automation drivers.
- How was the Financial planning and analysis market size estimate for 8020 Consulting calculated?
- Provided search results contain background on FP&A but no explicit market size or CAGR. I estimated using internal market knowledge: FP&A (planning, forecasting, KPI/drill-down, scenario analysis, dashboards) is a subset of the corporate performance management / enterprise planning software market. Vendor footprints (Anaplan, Workday Adaptive, Oracle/OneStream modules) and the broader CPM/EPM market suggest a mid-single-digit billions market globally. Given cloud migration, AI/automation adoption, and xP&A expansion, a realistic near-term growth profile is high single digits to low double digits; I selected a midpoint estimate of $6.0B and ~12% CAGR as a conservative forecast for the FP&A software and related services market.
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