Finance & Accounting Consulting Services in Dallas
We believe Accounting & Finance is a business growth engine. Combined with a team built on excellence, shared success, clarity, and genuine connection, 8020 Consulting helps Dallas–Fort Worth organizations solve their most critical finance and accounting challenges.
From interim leadership to hands-on execution, our Dallas consultants embed quickly, take ownership, and deliver measurable results without unnecessary layers or delays.

Bringing the 8020 model to Dallas
We're Putting Down Deep Roots in Dallas
Built on long-standing client relationships, 8020 Consulting expanded into Dallas to support organizations navigating growth, transition, and financial complexity. Our local team delivers the proven 8020 model by embedding experienced finance experts who stabilize urgent challenges, execute critical initiatives, and build scalable finance foundations.
Avg. Operator Experience
Full-Time Consultants
Years in Business
Projects Completed
The Industry's Top Expert Finance & Accounting Services
From interim C-suite leadership to FP&A, reporting, and IPO support, 8020 Consulting delivers senior-level expertise with hands-on execution. Our consultants don’t advise from the sidelines; we do the work alongside your team.
Interim CFO Services
Our interim CFOs step in quickly to provide strategic leadership during periods of change, growth, or financial complexity. Dallas organizations rely on our CFOs to bring clarity, confidence, and momentum when it matters most.
Our interim CFOs support:
- Forecasting, budgeting, and scenario planning
- Cash flow management and capital strategy
- Board and investor reporting
- Finance team leadership and operating rhythm
- Strategic decision support for growth and transformation
Interim Controller Services
When accounting teams need stability, structure, or immediate leadership, our interim controllers deliver.
We help Dallas companies with:
- Accelerating and stabilizing the month-end close
- Audit preparation and support
- Improving controls, compliance, and documentation
- Cleaning up reporting accuracy and processes
- Strengthening day-to-day accounting operations
Financial Project Execution
When financial projects can’t slip, 8020 delivers experienced leaders who own execution from start to finish.
Common Dallas engagements include:
- Financial system implementations and migrations
- Post-close integrations and data cleanup
- Reporting automation and dashboard development
- Close process redesign and optimization
Financial Planning & Analysis (FP&A)
Our FP&A consultants help Dallas organizations turn data into decisions, without long ramp-up times.
We support:
- Forecasting and budgeting
- Financial modeling and scenario analysis
- Executive dashboards and KPI reporting
- Planning processes that scale with growth
Financial Reporting & Accounting
8020 Consulting supports Dallas companies with accurate, audit-ready reporting and technical accounting expertise.
Our services include:
- Technical accounting support and documentation
- Audit readiness and audit support
- Reporting process improvements
- Close optimization and accuracy improvements
IPO Readiness & Public Company Support
With an average of 20+ years of experience to help you navigate the complexities of going public, our operators ensure your success by leading your readiness, all filings, & post-IPO services tailored to your organization's specific needs.
Support includes:
- IPO readiness planning and execution
- SOX readiness and controls implementation
- Financial reporting structure and timelines
- Ongoing public company finance support
Financial Systems & Software Consulting
Your finance systems should support growth and not slow it down. We help Dallas organizations evaluate, implement, and optimize financial systems that improve visibility and decision-making.
Our systems consulting includes:
- System selection support
- Implementation leadership
- Post-go-live optimization
- Reporting and workflow automation
Interim Financial Project Management
We provide experienced financial project managers to keep initiatives on track and teams aligned, especially when internal capacity is stretched.
Typical engagements include:
- M&A integrations and carve-outs
- System implementations
- Complex audits and reporting transformations
Transaction Support & M&A Services
8020 Consulting supports Dallas companies and investors through every phase of a transaction.
Our M&A support includes:
- Buy-side and sell-side readiness
- Financial diligence support
- Integration and carve-out planning
Private Equity Consulting
We partner with private equity firms and portfolio companies across Dallas–Fort Worth to drive value creation and operational excellence.
Our PE services include:
- Interim finance leadership
- Reporting and analytics improvements
- Value creation initiatives
- Scalable finance and systems design
Financial Turnaround & Restructuring
During periods of financial stress or transition, our consultants help restore stability and build a clear path forward.
Turnaround support includes:
- Liquidity and cash flow stabilization
- Cost restructuring and performance improvement
- Stakeholder reporting and visibility
- Hands-on finance leadership during change
Trusted by Industry Leaders Across DFW
"8020's consultant brought a proactive approach to every challenge, consistently exceeding expectations while strengthening our team dynamic. I highly recommend 8020 for their skilled professionals who deliver immediate value and elevate any team."
⭐⭐⭐⭐⭐ | 5.0
Lindsay Terifay
VP, Controller - Fandango & NBC Sports
"8020 was crucial for RealD in developing a financial model for technology IP monetization and guiding our ERP selection process. Their work is thorough, executive-ready, and their team effectively implements recommendations."
⭐⭐⭐⭐⭐ | 5.0
Jeff Spain
CFO, ReaID
"8020 was key in overhauling our budgeting process at 72andSunny and provided crucial support for system implementations like Workday and Oracle."
⭐⭐⭐⭐⭐ | 5.0
Jordan Toplitsky
CFO, 72andSunny
"The team at 8020 have supported me across three companies, including managing our NetSuite implementation at Edgecast, integrating billing systems post-acquisition by Verizon, and overseeing our HQ relocation."
⭐⭐⭐⭐⭐ | 5.0
John Powers
CFO, Tithe.ly
OUR PROMISE
THE 8020 COMMITMENT
We’re committed to delivering meaningful impact, fast.
Our consultants bring the expertise and focus to create measurable value from day one. And if expectations aren’t met, we don’t stand still, we collaborate, adjust, and ensure we deliver on the value we promised.
8020 Dallas FAQs
Answers to your most frequently asked questions
What finance and accounting services do you offer in Dallas?
We provide interim CFO and controller services, FP&A, financial reporting and accounting, financial systems consulting, transaction support, private equity consulting, IPO readiness, turnaround services, and financial project execution.
Can you help with financial systems and software consulting?
Yes. We support system selection, implementation, and optimization to help finance teams operate more efficiently and gain better insight.
Do you provide M&A transaction support in Dallas?
Yes. Our consultants support diligence, integration planning, carve-outs, and post-transaction execution.
How quickly can your Dallas consultants start?
In many cases, we can deploy the next day, depending on the scope and onboarding requirements.
JOIN OUR 8020 DALLAS TEAM
At 8020, we're not just building a team – we're cultivating a community of extraordinary financial professionals who are passionate about driving business transformation.
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