8020
                    Call us: 855.367.8020

Welcome to 8020 Dallas

Expert Finance & Accounting Support When You Need It Most

Expert INsourced accounting & finance operators from and for the greater Dallas-Fort Wroth area to help solve your most critical challenges quickly

TRUSTED BY INDUSTRY LEADERS

+ Yrs

Avg. Operator Experience

+

Full-Time Consultants

+

Years in Business

+

Projects Completed

Bringing the 8020 model to Dallas

We're Putting Down Deep Roots In Dallas

Our amazing clients and the strong relationships we've built with many businesses propelled us to put down roots in Dallas. We've built an expert team with area history to bring the power of the 8020 model to businesses in transition or with critical finance & accounting projects.

The Industry's Only INsourced Finance & Accounting  Services

From interim leadership, to holistic FP&A support, to IPO and M&A services, our operators add the exact experience you need

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Interim Financial Management

Navigate financial leadership changes smoothly with our interim management services. We provide immediate support, realign roles, and optimize performance during critical transitions

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Financial Project Execution

Deliver successful financial project outcomes with our Financial Project Execution services. We manage every aspect, ensuring projects are completed efficiently, accurately, and aligned with your goals

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Financial Planning & Analysis

Enhance decision-making with our Financial Planning & Analysis services—expert forecasting, strategic planning, and detailed analysis to optimize your business’s financial performance

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Financial Reporting & Accounting

Expert reporting & audit services for all industries — supporting initiatives like ASC 606, IPO readiness, audit preparation, & process improvement to elevate your team & your financial operations

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Financial Systems

Maximize the power of your tech stack with  our systems review & optimization. Expertise in system selection, implementation, and post-go-live support to enhance team efficiency and overachieve on your tech goals

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Financial Project Management

Over deliver on this year's business objectives by adding expert financial project management resources. Get a fresh project outlook while minimizing team burden and ensuring successful project outcomes

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Mergers & Acquisition Due Diligence Support

With dozens of successful deals under our belt, our M&A experts support your buy/sell transactions with precise analysis, integration clairvoyance, and strategic insights to maximize deal value and streamline the processes

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Financial Turnaround & Restructuring

Navigate financial turmoil (and opportunity!) with experts who've done exactly this successfully many times. Leverage strategic guidance, crisis management, & operational restructuring to restore stability and drive recovery quickly

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IPO Readiness & Public Company Support

With an average 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 specific needs

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Financial Technology Integration

Your finance & accounting tech stack has wide-reaching impact on your entire business not just you finances. Get expert support to ensure that you have the right tools & services to drive your financial success.

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8020 Dallas

We're very excited to offer all of our finance & accounting services to the local Dallas-Fort worth community. The same powerful offerings we've been brining to Southern California will be available in Dallas in 2025! 

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PE Finance & Accounting Needs

Our team leverages extensive PE experience to maximize deal value, build scalable operations, and drive EBITDA growth while delivering measurable results throughout the investment lifecycle.

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What We Do

The New Way To Solve Critical Finance & Accounting Challenges

And just like that, your business is at risk...

Sometimes you find yourself with an immediate, critical finance challenge that you struggle to solve with existing resources. 8020 Consulting solves those challenges quickly by embedding a curated, highly specialized expert onto your team in just days so that you get back to the business of growth

Meet Some of Our Dallas Expert Operators

Our full-time operators have spent entire careers being the very best at making clients successful

"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

 

 

"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

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Our Promise

The 8020 Operator Pledge

The 8020 Pledge ensures you always get the right operator to successfully complete your project as expected the first time… or we'll replace them with someone who will ASAP.

Every consultant brings with them the support of our entire 100+ team

Finance & Accounting Resources

Access some of the powerful resources below to help you level up & win

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Strategic Finance Restructuring

Learn how we optimized finance, improved reporting, and cut $4M in costs for sustainable growth

Read The Case Study
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Operational Review Process Guide

Get our 5-step action plan for building a successful operational review process and program to maintain traction on enterprise initiatives.

Check Out The Guide
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Cost Optimization Strategy Infographic

Learn best practices for reassessing cost structures and optimizing them to drive productivity across your business

Open the Infographic

8020 Dallas FAQs

Answers to your most frequently asked questions

Unlike traditional firms that rely on junior teams or contractors, we embed highly experienced operators directly onto your team.

Our consultants are chosen from the top 10% of the market and are our full-time employees who combine deep technical expertise with hands-on operational experience, averaging 20+ years in the field.

This means you get the perfectly chosen expert for your specific needs, who operates as an extension of your team, drives immediate results, and elevates your entire finance operation through their proven methodologies and industry knowledge.

We exclusively hire senior finance professionals who have both led and executed complex financial operations in many real-world scenarios.

Each consultant must demonstrate exceptional technical expertise, strategic thinking, and a proven track record of success across challenging business environments.

Our consultants have actually "sat in the seat" - meaning they've held senior finance positions and truly understand the day-to-day challenges of running finance operations. This combination of technical knowledge and practical experience matched to your specific challenges enables them to deliver superior results.

Our leadership & Client Services teams are made up of experienced finance and accounting consultants themselves, so they actually viscerally understand what your challenges are and who's best suited on our team to solve them.

We also use a precise diagnostic approach to match the right expert to your specific challenges by carefully evaluating project requirements, industry context, and technical needs to deploy consultants with directly relevant experience.

Our very selective hiring process maintains a diverse pool of specialists across many finance disciplines, ensuring we can address any financial challenge with the exact expertise needed. While out on a project, each of our consultants can leverage the collective knowledge & experience of all ~100 experts on the team whenever needed.

This strategic matching process, refined over years of successful engagements, maximizes project success and client satisfaction.

Finance & AccountingAdditional Learning

Read any of the related articles below to deepen your learning today

Your Corporate Finance & Accounting Challenges ...Solved

 

Leverage the industry’s most skilled accounting & finance consultants to help you solve any challenge

  • Instantly fill your gaps & drive performance
  • Extend your team with INsourced experts
  • Optimize accounting infrastructure & efficiency
  • Save money & get projects done right and on time

Schedule A Chat With Us