What Jrz Consulting does

JRZ Consulting is a privately held, founder-led consulting firm headquartered in Tustin, California, founded in 2017 to serve the Architecture, Engineering, and Construction (AEC) industry. The firm offers five tightly related service lines: ERP Data Migration, Project Cost Forecasting, Financial Operations Analysis, Finance/Operations Process Support, and Virtual CFO (VCFO) Services. Its commercial focus is construction and industrial contractors, with named sub-vertical coverage including HVAC/mechanical specialty contractors, consulting engineering firms, pipeline/utility contractors, industrial contractors, concrete/ready mix contractors, and energy services contractors. Engagements are sold direct to CEO, CFO, and management teams and structured as project-based or retainer professional services contracts.

The firm's core technical differentiation is deep specialization in COINS ERP+ and Viewpoint Vista, the two dominant ERP platforms in the AEC vertical, combined with proprietary methodologies for ERP data migration, project cost forecasting, and KPI development. The ERP migration methodology covers legacy data review, organizational readiness assessment, and phased or big-bang implementation support, with explicit risk mitigation and data integrity protocols. The project cost forecasting practice includes cost code development, budgeted-versus-actual cost analysis, burdened cost rate development, and change order management, and is reinforced by the firm's claim of having reviewed hundreds of millions of dollars in projects. Custom KPI tools are built for executive, management, and project-level stakeholders, and the firm positions itself as the connective tissue between accounting/finance, operations, and IT applications.

JRZ operates a sales-led, direct-engagement go-to-market with no public pricing and no disclosed headcount, revenue, or external funding. The firm is led by CEO Matthew Policare, maintains a single office at 15204 Severyns Rd, Tustin, CA, and supports its sales motion through an Insights/Blog content platform authored by the CEO. There are no disclosed customers, no app or API surface, no AI/ML capabilities, and no M&A or partnership activity beyond the two ERP platform specializations.

Name

Jrz Consulting

Legal name

JRZ Consulting

Website

https://jrzco.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

JRZ Consulting is a privately held AEC industry consulting firm offering ERP data migration, project cost forecasting, financial operations analysis, process support, and VCFO services to construction and industrial contractors across the United States from its Tustin, CA headquarters.

Ownership category

akta.pro rank

Product category

Construction Financial Operations Consulting

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618), Computer Systems Design and Related Services (54151)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

ERP, CRM & Enterprise Applications Consulting (BPAHAEAI)

Keywords

• Construction consulting services
• ERP data migration
• Project cost forecasting
• Financial operations consulting
• Virtual CFO services

Headquarters

HQ city

Tustin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Consulting Services: JRZ Consulting generates revenue through professional services engagements including ERP data migration projects, financial operations consulting, VCFO services, project cost forecasting, and process analysis. Engagements are likely structured as project-based contracts or ongoing retainer arrangements with construction and industrial companies.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels2 records

Core offering

JRZ Consulting is a financial and operations consulting firm serving construction and industrial companies in the AEC (Architecture, Engineering, Construction) industry. The firm delivers five core services: ERP data migration (specialized in COINS ERP+ and Viewpoint Vista platforms), project cost forecasting, financial operations analysis, finance/operations process support, and virtual CFO (VCFO) services. Engagements are project-based, relationship-driven, and tailored to each client's financial, operational, and technology needs.

Product overview

JRZ Consulting is a financial and operations consulting firm offering five distinct service offerings centered around ERP systems, project cost management, and financial operations. The core services include ERP Data Migration (supporting COINS ERP+ and Viewpoint Vista implementations), Project Cost Forecasting, Financial Operations Analysis, Finance/Operations Process Support, and VCFO Services. These services are designed for construction and engineering companies, providing consulting expertise rather than a software platform, with the firm acting as a financial and operational partner for companies in the AEC industry.

Differentiator

Problem solved

Functional benefit

Products and services

• ERP Data Migration Comprehensive ERP data migration services supporting construction and industrial companies transitioning to COINS ERP+ and Viewpoint Vista platforms, including migrating from legacy COINS products, phased upgrades, and big-bang implementations. Covers accounting/financials, construction operations, business process design, data conversion, security, and service operations.
• Project Cost Forecasting Cost management and forecasting services for project-based construction and industrial companies, including project risk and opportunity analysis, cost code development, budgeted and actual cost analysis, burdened cost rate development, and change order management.
• Financial Operations Analysis Financial analysis services including revenue/earnings forecasting, operating expenses budgeting, manpower forecasting, and KPI development for executive leadership, management, and project teams.
• Finance/Operations Process Support Process analysis and optimization services including key process reviews, project cost management, P&L review, internal reporting audits, and software/ERP application assessment for construction and industrial firms.
• VCFO Services Virtual Chief Financial Officer services including period closing, transaction support for M&A due diligence, executive advisory, stakeholder reporting, and business risk/opportunity analysis for construction and industrial companies.

Quantifiable outcome

• Reviewed hundreds of millions of dollars in projects
• +2 more outcomes

Segments6 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• COINS ERP+coreTechnology or IntegrationJRZ Consulting has extensive experience with COINS ERP+ platform, having managed multiple implementation projects for customers migrating from legacy COINS products or to COINS ERP+. They support various implementation types including migrating from legacy COINS products, phased upgrades, and 'Big Bang' upgrades. The firm picks up where the software vendor leaves off to complete successful implementations.
• Viewpoint VistacoreTechnology or IntegrationJRZ Consulting has experience with Viewpoint Vista ERP application, supporting implementation projects for customers. The firm has managed many projects for customers with diverse needs across their enterprises using Viewpoint Vista.

Scale indicators4 records

Recent moves5 records

Expansion highlights3 records

Others

• Trimble Viewpoint: Vendor of the Viewpoint Vista ERP platform that JRZ implements for AEC contractors. Adjacent ecosystem participant whose product strategy and partner network directly shape JRZ's serviceable engagements and pricing power.

Broad incumbents

• Armanino LLP: Top-25 US accounting and business consulting firm with a construction practice providing outsourced CFO, ERP advisory, and operational consulting. Overlaps with JRZ's VCFO and financial operations offering for AEC contractors at a larger firm scale.
• Wipfli LLP: Top-25 US accounting and advisory firm with a construction niche providing outsourced CFO, ERP consulting, and technology implementation services. Comparable in service mix and target vertical to JRZ but operating at national scale.
• CohnReznick: National advisory firm with a recognized construction industry practice providing financial consulting, ERP implementation support, and transaction advisory to contractors. Overlaps with JRZ's financial operations and VCFO services for AEC clients at greater scale.
• Plante Moran: Top-20 US accounting and consulting firm with a dedicated construction industry practice offering financial operations, ERP advisory, and CFO advisory to contractors. Comparable to JRZ on financial operations consulting for AEC, though far broader in scope and geography.
• Marcum LLP: Top-15 US accounting and advisory firm with a construction services group offering CFO advisory, ERP consulting, and operational support. Comparable target customers and service lines to JRZ but with significantly larger resources and geographic reach.
• BerryDunn: National accounting and consulting firm serving construction contractors with outsourced CFO services, financial operations consulting, and ERP advisory. Direct service overlap with JRZ's VCFO and financial operations practice for AEC clients.
• Forvis: Major US accounting and consulting firm (formed from BKD and Dixon Hughes Goodman) with a construction industry practice delivering financial operations, technology advisory, and CFO services to contractors. Competes with JRZ for AEC financial consulting mandates.
• Baker Tilly US: Top-10 US advisory firm with a construction industry group providing CFO advisory, ERP selection/implementation, and operational consulting. Direct overlap with JRZ on ERP and financial operations consulting for AEC contractors.

Direct peers

• JBKnowledge: Construction technology consulting firm specializing in IT advisory, ERP selection/implementation, and data migrations for AEC firms. Closest comparable to JRZ on ERP data migration specialization within the construction industry, though broader in IT scope.

Market position

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/jrz-consulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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 Jrz Consulting