8020 Consulting
Management consulting firm based in California.
| Date | Investors | Amount | Round |
|---|---|---|---|
N/A | Growth Equity VC | ||
| Total Funding | 000k | ||
Founded in 2013 by David Lewis, 8020 Consulting is a financial consulting firm headquartered in Woodland Hills, California. The firm's name is derived from the Pareto principle, or the 80/20 rule, which posits that 80% of results are generated from 20% of causes. This philosophy is central to the firm's approach, as it focuses on identifying critical initiatives that will deliver the most significant business value for its clients. In January 2025, a significant leadership transition occurred when founder David Lewis moved to the role of Chairman of the Board, and Kellen Smith, formerly the Chief Operating Officer, was appointed as the new Chief Executive Officer. This move was designed to position the firm for continued growth while allowing Lewis to focus on client relationships and strategic advisory.
8020 Consulting operates as a financial consulting provider, offering interim and project-based expertise to support the office of the CFO. The company's business model is built on providing highly vetted, full-time W-2 employees as consultants, rather than using independent contractors. This ensures a dedicated team of professionals with an average of over 20 years of experience in various financial disciplines. The firm generates revenue by deploying these consultants to address specific client challenges. Its clientele is diverse, ranging from Fortune 50 companies and private equity firms to middle-market businesses and venture-backed startups. The firm serves a wide array of industries, including technology, entertainment, healthcare, consumer packaged goods, manufacturing, and real estate.
The service portfolio is comprehensive, covering critical financial and accounting needs. Key service lines include interim financial management, such as providing interim CFOs and Controllers, to navigate leadership changes. The firm also specializes in financial planning and analysis (FP&A), financial reporting, and audit preparation. For companies undergoing significant transformations, 8020 Consulting offers IPO readiness support, transaction due diligence for mergers and acquisitions, and financial turnaround and restructuring services. Another core area is financial systems consulting, which includes system selection, implementation, and optimization to enhance efficiency. The firm's consultants are positioned as operators who execute the work directly, ensuring a hands-on approach to solving client problems.
Keywords: financial consulting, interim CFO, financial planning and analysis, FP&A, accounting services, transaction support, M&A due diligence, IPO readiness, financial systems implementation, restructuring services, private equity portfolio support, corporate finance, project management, audit preparation, financial reporting, process improvement, middle-market consulting, venture-backed company support, Woodland Hills finance, California consulting