What 8020 Consulting does

8020 Consulting is a privately held finance and accounting advisory firm founded in 2013 and headquartered in Glendale, California, with a second regional office in Dallas, Texas. The firm employs a roster of more than 100 highly experienced finance professionals averaging 20+ years of experience, who embed directly into client organizations as interim CFOs, interim controllers, FP&A leads, and project execution specialists. Service offerings span interim financial management, FP&A, financial reporting and accounting, financial systems implementation, IPO readiness, M&A transaction support, private equity consulting, turnaround and restructuring, and financial project management, delivered through a direct-execution model with no handoffs or work downgrades.

The firm sells exclusively through direct enterprise sales targeting CFOs, controllers, and finance leaders, supplemented by content marketing, an active blog, gated resources, and a monthly email newsletter. Pricing is quote-based and varies by engagement scope, consultant seniority, and project duration, with no publicly disclosed rate card. Client logos include NBCUniversal, Goldman Sachs, Disney, Warner Bros, Skechers, LegalZoom, realtor.com, 72andSunny, RealD, and Fandango, indicating an enterprise and upper mid-market focus. The company also serves private equity firms and their portfolio companies as a distinct customer segment.

In May 2026, 8020 Consulting announced an exclusive partnership with Invoke to deliver AI-powered finance transformation, adding capabilities in generative AI-driven variance analysis, process automation for close and reconciliations, anomaly detection, and predictive analytics. This partnership supports a new Finance AI & Automation Consulting service line. The company is privately held with no disclosed outside investors or funding rounds, and is led by CEO Kellen Smith.

Name

8020 Consulting

Legal name

8020 Consulting

Website

https://8020consulting.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

101–250 employees

Short description

8020 Consulting is a privately held finance and accounting advisory firm founded in 2013, embedding 100+ senior consultants into enterprise, private equity, and mid-market clients for interim CFO, FP&A, M&A, IPO readiness, and AI-driven finance transformation engagements.

Ownership category

akta.pro rank

Product category

Finance and Accounting Consulting

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Management & Performance Improvement Consulting (BPAHACAF)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), M&A Advisory (Buy-side/Sell-side) (BPAHADAC), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL), Strategy & Corporate Development Consulting (BPAHACAA)

Keywords

• Finance and accounting consulting
• Interim CFO services
• FP&A advisory
• M&A transaction advisory
• IPO readiness consulting

Headquarters

HQ city

Woodland Hills

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Professional Services / Advisory Consulting: 8020 Consulting generates revenue by placing highly experienced finance and accounting professionals (consultants, interim CFOs, interim controllers, FP&A experts) into client organizations on a project or interim basis. Revenue is derived from consulting fees tied to the expertise level and engagement scope of placed consultants. Services span interim C-suite leadership, FP&A, financial reporting, M&A due diligence, IPO readiness, financial systems implementation, and turnaround services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

8020 Consulting is a finance and accounting advisory firm that places highly experienced consultants (average 20+ years of experience) directly into client organizations on project or interim engagements. Core offerings include interim CFO and interim controller services, FP&A, financial reporting and accounting, financial systems implementation, IPO readiness and public company support, M&A transaction support, private equity consulting, and financial turnaround and restructuring, complemented by a Finance AI & Automation Consulting line delivered through an exclusive partnership with Invoke.

Product overview

8020 Consulting is a finance and accounting advisory firm providing consulting services rather than a unified software product. The firm operates as a portfolio of specialized consulting service offerings centered on finance transformation and expertise. Core services include Finance AI & Automation Consulting (in partnership with Invoke), Financial Planning and Analysis, Financial Reporting and Accounting, Financial Systems consulting, and Interim CFO/Controller services. These offerings are complemented by Transaction Support/M&A services, Private Equity Consulting, IPO Readiness and Public Company Support, Financial Turnaround and Restructuring, Financial Project Management, and Interim Financial Management. The service model combines domain expertise with direct execution, placing experienced consultants with 20+ years of average experience onto client teams to solve critical finance challenges from strategy through execution.

Differentiator

Problem solved

Functional benefit

Products and services

• Finance AI & Automation Consulting Consulting service that brings finance operators and AI experts together to identify automation opportunities, implement practical improvements, and deliver measurable impact across systems, reporting, close, and FP&A workflows.
• Financial Planning and Analysis (FP&A) Advisory service placing proven experts who drive direct execution of forecasting, strategic planning, and detailed holistic analysis to optimize teams and financial performance.
• Financial Reporting and Accounting Expert reporting and audit support for all industries, including ASC 606, IPO readiness, audit preparation, and process improvement delivered through direct execution.
• Financial Systems Systems review and optimization services including system selection, implementation, and post-go-live support to enhance team efficiency and optimize the fintech stack.
• Interim CFO Services Immediate strategic leadership support during periods of change, growth, or financial complexity, including forecasting, budgeting, scenario planning, cash flow management, board reporting, and finance team leadership.
• Interim Controller Services Accounting team stabilization with immediate leadership for accelerating month-end close, audit preparation, improving controls and compliance, and strengthening day-to-day accounting operations.
• IPO Readiness and Public Company Support Consulting service covering readiness planning, all filings, SOX readiness, and post-IPO services tailored to specific needs, backed by 20+ years of going-public experience.
• Transaction Support Services (M&A) M&A due diligence support, buy-side and sell-side readiness, and integration planning to maximize deal value and streamline transaction processes.
• Private Equity Consulting Services PE-focused consulting leveraging extensive private equity experience to maximize deal value, build scalable operations, and drive EBITDA growth with the urgency that PE demands.
• Financial Turnaround and Restructuring Strategic guidance, crisis management, and operational restructuring services to restore stability and drive recovery during financial turmoil or transition periods.
• Financial Project Management Experienced financial project managers to keep initiatives on track and teams aligned, particularly for M&A integrations, system implementations, and complex audit transformations.
• Interim Financial Management Expert interim management services to navigate critical leadership transitions with immediate support, realigning roles and optimizing financial performance.

Quantifiable outcome

• Improved audit timeline from several months to 45 days for one client
• +4 more outcomes

Named customers11 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability7 records

Partnerships

One partnership is on record.

• InvokecoreStrategic or Co-development Partner · 6 May 20268020 Consulting and Invoke announced an exclusive partnership in May 2026 to deliver AI-powered finance transformation for CFOs and finance leaders. The partnership combines 8020 Consulting's finance domain expertise and real-world operational experience with Invoke's technical AI and automation capabilities. Together they address the common disconnect between AI technology and finance domain knowledge, enabling clients to receive solutions from strategy through execution — including month-end close automation, financial systems optimization, reporting and analytics, and broader AI-driven finance transformation. The partnership is structured to deliver measurable value at each stage rather than deferring to a future go-live date.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Armanino: A Top-25 U.S. accounting and business consulting firm with dedicated CFO advisory, financial systems, and transaction advisory practices, providing broad-incumbent competition to 8020's enterprise advisory offerings.
• FTI Consulting: A global advisory firm with Corporate Finance and Strategic Communications practices offering M&A advisory, transaction support, and CFO advisory services that overlap with 8020's transaction and financial communications workstreams.
• Robert Half Management Resources: A large-scale staffing and interim finance/accounting placement firm covering controllers, FP&A, and financial reporting roles — a broader incumbent in the same project-based finance talent placement category as 8020.
• Alvarez & Marsal: A global professional services firm specializing in turnaround, restructuring, interim management and performance improvement — closely aligned with 8020's turnaround/restructuring and interim-CFO workstreams.
• Kreischer Miller: A Mid-Atlantic accounting and business advisory firm with outsourced CFO, controllership, and M&A advisory practices that overlap materially with 8020's interim finance leadership and financial reporting services.

Direct peers

• B2B CFO: The largest U.S. fractional/interim CFO and finance-executive services firm, directly comparable to 8020's interim-CFO and controller model of placing senior operators into client teams on a project or part-time basis.
• Riveron Consulting: A finance and accounting advisory firm providing interim CFO, transaction support, FP&A, and performance improvement services to private equity and corporate clients, with overlapping service lines and target customers to 8020.
• CFGI: A finance and accounting advisory firm specializing in technical accounting, financial reporting, IPO readiness, and SOX support — directly overlapping 8020's reporting, IPO readiness and transaction support services.
• CFO Partners: A boutique interim-CFO and financial advisory firm serving mid-market and growth-stage companies, structurally similar to 8020's interim financial management offering.
• CFO Centre: A part-time and interim CFO firm that places experienced finance leaders into growth and mid-market companies worldwide — directly mirroring 8020's senior-expert embedment model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/2978013
• Xx.com/8020_consulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 8020 Consulting