# 8020 Consulting
*Also known as 8020*

- Website: https://8020consulting.com
- Agent profile: https://directory.haycion.ai/agents/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:** 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](https://8020consulting.com/services/finance-ai-automation-consulting/)
*Service*
Improve financial efficiency and accuracy through AI-driven automation and strategic 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](https://8020consulting.com/services/financial-project-management/)
*Service*
Expert financial project management ensures on-time, on-budget execution of critical initiatives.

- **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](https://8020consulting.com/services/private-equity-services/)
*Service*
Enhances private equity success through targeted diligence, value creation strategies, and exit readiness support.

- **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](https://8020consulting.com/services/interim-cfo-services/)
*Service*
Ensure financial stability and strategic leadership during critical transitions with expert Interim CFO support.

- **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](https://8020consulting.com/services/interim-controller-services/)
*Service*
Stabilize your finance and accounting functions during critical transitions with expert 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)](https://8020consulting.com/services/financial-planning-and-analysis/)
*Service*
Enhance decision-making with expert budgeting, forecasting, and analysis services.

- **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](https://8020consulting.com/services/financial-reporting-accounting/)
*Service*
Expert financial reporting and audit support for accurate, compliant financial operations.

- **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](https://8020consulting.com/services/ipo-readiness-consulting/)
*Service*
Ensure your organization is fully prepared for a successful IPO and compliant public company operations.

- **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](https://8020consulting.com/services/financial-systems/)
*Service*
Enhance finance operations through effective systems governance and implementation.

- **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](https://8020consulting.com/services/interim-financial-management/)
*Service*
Provides immediate financial leadership during critical transitions to stabilize operations and improve performance.

- **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](https://8020consulting.com/services/transaction-support-services/)
*Service*
Expertise in guiding M&A transactions for seamless integration and value capture.

- **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](https://8020consulting.com/services/financial-turnaround-restructuring/)
*Service*
Expert guidance to transform financial distress into stability and growth.

- **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** (market size $2.9B, CAGR 9%): Modernization of finance processes, automation, data architecture and system integration to create scalable, compliant and efficient finance operations.
- **Financial planning and analysis** (market size $6.0B, CAGR 12%): Forecasting, KPI tracking, metric drill-down, scenario analysis, and dashboards to analyze performance and support strategic decision making.
- **ERP and financial systems implementation** (market size $23.2B, CAGR 15.7%): Selection, configuration, data migration, integration, training, and post‑implementation support to deploy scalable ERP and financial systems.
- **Outsourced CFO and interim finance leadership** (market size $7.8B, CAGR 12.5%): 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** (market size $18.0B, CAGR 7.2%): Diligence, transaction execution and integration, private equity portfolio value-creation planning, and IPO/public company readiness including SOX and reporting frameworks.