Welcome to 8020 Southern California
Expert Finance & Accounting Support When You Need It Most
Proven Finance & Accounting experts in the greater Dallas-Fort Worth area to help solve your most critical challenges quickly.
The 8020 model Was Built Here
Our Roots Run Deep In Southern California
We've spent the last 12 years helping make our Southern California clients successful. We've built an expert local team with deep area history, bringing the power of the 8020 model to businesses in transition or with critical finance & accounting needs
TRUSTED BY INDUSTRY LEADERS






Avg. Operator Experience
Full-Time Consultants
Years in Business
Projects Completed
The Industry's Most Expert Finance & Accounting Services
From interim C-Suite leadership to holistic FP&A support, to IPO and M&A services, our consultants add the exact experience you need with direct execution and zero handoffs.
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
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
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
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
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
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
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
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
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
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.
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.
What We Do
Solving Your Critical Finance & Accounting Challenges
8020 is corporate finance & accounting consulting to expertly solve critical enterprise finance challenges. Let us help you focus on the critical 20% of your efforts that drives 80% of your financial results.
Our team of 100+ highly experienced financial experts become a part of your team to help elevate your operation & overachieve your goals. We strategically identify the critical initiatives that generate the most business value and then place a curated, highly specialized expert onto your team to help solve those critical challenges quickly, so that you can get back to growth.
Meet Some of Our Experts
All the right skills, real-world experience, & high EQ leadership to ensure your success.

"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

Our Promise
The 8020 Pledge
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.
Finance & Accounting Resources
Access some of the powerful resources below to help you level up & win

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

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.

Cost Optimization Strategy Infographic
Learn best practices for reassessing cost structures and optimizing them to drive productivity across your business
8020 Southern California FAQs
Answers to your most frequently asked questions
How is 8020's model different from other firms?
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.
What makes your consultants different from other firms' consultants?
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.
How do you match consultants to specific client needs?
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