Business Details
11 Years
experience
Emergency
services
Trusted Accounting & Finance Consulting Services in Dana Point
Ingenio Solutions has been a trusted partner for businesses navigating economic uncertainty for nearly a decade. Our team of seasoned finance and accounting professionals delivers tailored solutions, from daily operations support to strategic ERP implementations. With a focus on fractional CFO services, audit readiness, and GAAP compliance, we empower clients to streamline financial processes and drive profitability.Our consultants, many with Big Four CPA credentials, combine technical expertise with business strategy to address complex challenges. Client testimonials highlight our rapid response times, collaborative approach, and the transformative impact of our consultants on organizational growth. We specialize in scaling financial infrastructure for small businesses while maintaining compliance and operational efficiency.
Services
Accounting Operations
ERP Implementation
Audit Readiness
GAAP Compliance
Financial Planning
SEC Reporting
Fractional CFO Services
Process Improvement
Transaction Readiness
Inventory Accounting
Details
- Year established: 2015
Highlights and features
- Our consultants include Big Four CPAs with 20+ years of combined experience in finance and accounting.
- We provide rapid deployment of interim accounting professionals for urgent needs.
- Fractional CFO services deliver strategic financial guidance at a fraction of full-time costs.
- Proven expertise in ERP implementations and SEC compliance for public companies.
- Client testimonials highlight exceptional work ethic and integration with internal teams.
What people say
Deep pool of talent
Exceptional work ethic
Strategic financial guidance
Rapid deployment
Proven expertise
Services
Accounting & Finance Operations
Standardize accounting processes and document procedures to create reliable financial statements. Our consultants clean up books, simplify financial reporting, and implement inventory accounting systems. This service helps businesses establish a solid financial foundation for scalable growth while improving decision-making accuracy through consistent accounting records.
ERP Implementation
Manage enterprise resource planning transitions with expert consultants who act as liaisons between clients and vendors. We conduct needs analysis, select appropriate software, and document process flows while providing change management support. Our implementation specialists reduce team burnout and ensure successful system launches through comprehensive training and project management.
Audit Readiness
Prepare for audits with PBC schedule creation, balance sheet reconciliations, and reserve analysis. Our team ensures GAAP compliance for complex transactions and supports quality of earnings reviews. This service alleviates resource constraints during audit periods while maintaining regulatory compliance and documentation standards required by auditors.
Fractional CFO Services
Access part-time chief financial officers who provide budgeting, financial analysis, and cash flow projections. Our CFO consultants develop financial dashboards, identify profitability trends, and mitigate customer concentration risks. This service delivers executive-level financial strategy to small businesses at cost-effective rates with flexible engagement models.
SEC Compliance Services
Navigate SEC requirements with technical accounting experts who prepare 10K/10Q filings and annual reports. Our consultants implement GAAP standards, manage consolidations, and ensure timely regulatory submissions. This service reduces compliance risks for publicly traded companies while maintaining investor confidence through accurate financial disclosures.
People
Jean Latu
Founder and CEO
Former Big Four CPA and finance executive with 20+ years of experience leading accounting transformations. Developed a network of skilled consultants while maintaining hands-on client engagement. Recognized for building long-term client relationships and delivering strategic financial solutions.
Gary Sohngen
President
Technology-focused finance leader with expertise in banking process integration and ERP implementations. Brings strategic perspective to financial operations while emphasizing consultant quality and work ethic. Served as client reference for multiple successful project engagements.
Jared Jones
CFO
Experienced consultant-turned-executive with six years of working with Ingenio's team. Successfully transitioned from fractional CFO role to permanent leadership position. Provides practical insights on consultant integration and special project execution.
Questions
What accounting services do you specialize in?
We specialize in full-cycle accounting operations, GAAP compliance, audit readiness, and financial statement preparation. Our consultants handle daily accounting tasks, month-end closes, and complex regulatory reporting requirements.
How do your fractional CFO services work?
Our fractional CFOs provide strategic financial guidance on flexible schedules, from one day weekly to project-based engagements. Services include budgeting, cash flow projections, profitability analysis, and business strategy development.
What ERP systems do you support?
Our consultants have experience with major ERP platforms including SAP, Oracle, NetSuite, and Microsoft Dynamics. We provide implementation support from needs analysis through system go-live and post-implementation training.
How quickly can you deploy consultants?
We maintain a ready pool of pre-vetted consultants available for immediate deployment. Emergency staffing requests typically receive qualified candidates within 24-48 hours while ensuring proper skill matching.
Do you work with both public and private companies?
Yes, we serve both public and private organizations. Our SEC compliance experts support public companies with regulatory filings while private clients benefit from strategic financial management and transaction preparation.
