We believe in leaving each client provably better than before.

One highly skilled and focused accounting and finance consultant can make a huge difference in even the largest enterprise.

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Who we do business with.

We work with a wide range of stakeholders who need interim support, want specialized talent to complement their internal teams and/or want increase their bandwidth for key projects.

CEOs, COOs, CFOs, VPs of Finance

and other executives who need our financial project execution services in support of systems implementations, departmental or key staff transitions or other initatives.

Investment Banks, Corporate Law Firms

and other strategic transaction advisors whose clients may need our services in support of a sell-side process, acquisition integration, private capital raise or public financing

Private Equity Firms

seeking finance and accounting support for their portfolio companies or transaction due diligence support when exiting an investment

C-Level Executives

who need support in executing highly effective departmental and company planning meetings, developing robust business plans, or creating detailed position profiles to ensure the alignment of position goals and mandates with company objectives

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find out why our clients continue to work with us

Whether it’s your first time working with a consulting firm 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. We invite you to contact us today.

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Hear From Our Clients

Driving Change at a Global Creative Company in Los Angeles

I have worked with 8020 in my current capacity as CFO at 72andSunny as well as my previous CFO post. They were instrumental in rebuilding our annual budgeting and planning process to involve and integrate key stakeholders. They also provided extensive remediation support for multiple systems implementations including Workday and Oracle that went live before they arrived.

Jordan Toplitzky, CFO, 72andSunny

Project Management for High-Growth Companies

David and his team at 8020 have now done work for me at 3 companies. As part of IPO preparation at Edgecast, they worked on bringing our NetSuite implementation to conclusion. When we were acquired by Verizon, they played a critical role in the integration of our billing systems. They additionally played a critical Project Management role in the relocation of our HQ including our Network Operations Center.

John Powers, CFO, Tithe.ly (Former CFO, Chemical Guys)

Engaging with a Global 3D and Visual Technology Leader

RealD has engaged 8020 on two critical projects. The first was building out a financial model for monetization of technology IP we have developed. The second was an ERP needs assessment and system selection process. 8020 has been diagnostically precise in understanding our needs. They produce thorough and on-point work, are able to present to executive management and can actually implement their recommendations.

Jeff Spain, CFO, RealD

Private Equity Portfolio Consulting

The company was transferring ERP systems, and the transaction was closing at the same time. We had to do a balance sheet and proforma financials for the supply agreement. John was able to step in as a strategic leader, coordinate staffing needs and get the job done.

Associate of PE Firm Backing $250M CPG Company

CPG Company Accounting Department Leadership

Scott has transformed the accounting organization into a customer service department that understands the business organization. He is one of the best CAOs this company has ever had. He is an accounting person in a finance person’s body. He knows his stuff and can speak technically, but he has an innate ability to talk in a non-technical accounting way when he needs to. He does a great job at translating accounting world language into understandable terms for non-accountants.

VP, Finance of $1B Consumer Packaged Goods Company

Insights & resources

Get familiar with our unique perspective by downloading any of the resources below, or visit our Insights page for more.

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Financial Reporting & Accounting

Accounting Department Health Check

Dive into 12 core disciplines of high-functioning accounting departments, with additional context related to behaviors, processes and optimization.

June 10

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Financial Planning & Analysis

Subscription-Based Financial Modeling Whitepaper

Learn best practices for building a subscription-based financial model that informs your decision-making and drives accurate forecasts.

December 21

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Business Advisory

What to Expect in Your 13-Week Cash Flow

This checklist details attributes of best-in-class 13-week cash flow forecasts to help operating executives gauge the quality of their own forecasts.

May 28

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Join the more than 500 companies we’ve worked with since 2013.

We have worked across a variety of industries in companies large and small from early-stage, middle-market and venture-backed firms to well-established Fortune 500 companies.

The majority of our active clients have chosen to engage with our firm on more than one scope of work and have often later introduced 8020 to new companies in conjunction with their own career changes.

Our Services