Different Perspectives.
one unique company.
We apply the intellectual capital, technical expertise and energy of our team to address a range of finance consulting projects for clients ranging from venture-backed, B- and C-round companies to Fortune 1000 companies.
8020
RULE

WHAT’S IN A NAME?
The Pareto Principle – also known as the 8020 rule, the law of the vital few or the principle of factor scarcity – states that for many events, roughly 80% of the efforts come from 20% of the inputs.
These ratios ring true in the finance and accounting operations of companies as well. 20% of the members of any finance and accounting department can create 80% of the value, and likely execute 80% of the work. The obverse is also true. So, as an Executive or Business owner, you can’t afford to have average people in your company. We don’t.
need help piloting a key finance or accounting project?

Every C-level executive has a subset of their responsibilities that encompass their highest-value contribution to the organization and another subset that could be delegated or even eliminated entirely.
They also have a list of projects stuck at port with high, positive ROI that are subordinated to the urgency of the day-to-day deadlines and fire drills that consume departmental capacity. Our team has the ability to focus on and accelerate the completion of these projects and the realization of their financial benefits.

do you have a newly vacated role that needs realignment?
Every instance of key manager turnover is an opportunity to re-evaluate the position and realign responsibilities and mandates with organizational objectives.
We have an innovative approach that keeps you on the road and recalculates your route to your strategic goals. Learn about our intentional process for interim financial management that will help you rethink what you need for your next hire.



Built in California,
Ready to deploy intergalactically.
8020 Consulting’s team works with clients across North America, with the flexibility to operate remotely or on site as client requirements dictate.
Our firm has deep experience encompassing publicly held, financial-sponsor-backed and founder-operated businesses in industries including:
- Software
- Hardware
- Ecommerce
- Media and Entertainment
- Food and Beverage
- Manufacturing
- Real Estate
- Medical Technology
- Asset Management
Insights & resources
Get familiar with our unique perspective in the content below, or visit our Insights page for more.

Transforming Financial Planning in Food and Beverage: A Growth Case Study
Transforming financial planning for a food industry leader.
November 17
Financial Modeling for Mixed-Use Retail and Residential Development
In this article, well delve into mixed-use development, examining disparities between retail and residential components and their impact on the financial model.
November 3
The Hidden Risks of Loans Held for Investment (HFI)
The surge in the 10-year treasury yield, rising from 1.5% to 3.6% this year, has led to the closure of numerous non-bank mortgage lenders, potentially jeopardizing financial institutions as a recession looms, exemplified by Silicon Valley Bank (SVB), shedding light on the risks tied to categorizing loans as held for investment (HFI).
October 27
Wine Distribution Case Study: How Year-End Audit and Technical Accounting Support Saved $8 Million
When a leading wine distributor faced an impending year-end audit and the sudden departure of a key team member, 8020 Consulting stepped in to address technical accounting challenges and ensure a clean audit, saving the company $8 million.
October 20
get in touch.
Whether you’ve never used finance consulting services or you have a history of utilizing outside finance and accounting expertise, we would like to get to know you and your firm to evaluate the areas of intersection between the events in your organization and the services we provide.