Business Details
11 Years
experience
Emergency
services
Expert Accounting & Finance Solutions in Dana Point
Ingenio Solutions has been a trusted partner for businesses navigating economic uncertainty for nearly a decade. Our team of experienced finance and accounting consultants specializes in solving complex challenges while delivering strategic value. With a founder who is a former Big Four CPA and VP of Finance, we combine technical expertise with practical business acumen. Our consultants provide urgent interim support, fractional CFO services, and ERP implementation expertise, helping clients streamline operations and improve profitability. We maintain strong relationships with clients by offering customized solutions that address immediate needs while supporting long-term growth.Our professionals bring deep industry knowledge, having held senior roles as CFOs and Controllers across diverse organizations. We prioritize rapid response times and deploy highly skilled consultants who integrate seamlessly with client teams. From audit readiness to financial planning and analysis, our services are designed to enhance decision-making and operational efficiency. Our technology-savvy consultants work across multiple accounting systems and specialize in process improvement and automation. Client testimonials highlight our exceptional work ethic, strategic insights, and ability to deliver high-quality results under pressure.
Services
Accounting Operations
SEC Compliance
Audit Readiness
ERP Implementation
Financial Planning
Fractional CFO Services
GAAP Compliance
Process Improvement
Details
- Year established: 2015
Highlights and features
- Our consultants have 20+ years of combined experience in accounting and finance leadership roles
- We provide rapid deployment of urgent interim accounting professionals
- Our fractional CFO services offer strategic financial guidance at affordable rates
- Our team includes former Big Four CPAs and credentialed finance professionals
- We combine technical accounting expertise with business strategy and technology implementation skills
What people say
Highly competent consultants
Exceptional work ethic
Valuable resource
Seamless integration
Strategic financial guidance
Services
Accounting & Finance Operations
We standardize accounting processes, document procedures, and clean up financial records to create reliable reporting. Our experts handle month-end closes, A/R reduction, and inventory accounting improvements. Clients gain consistent financial statements that support better decision-making while maintaining compliance with regulatory requirements.
ERP Implementation
Our consultants manage ERP transformations from needs analysis to training. We evaluate software packages, build new chart of accounts, and document process flows. Clients receive implementation support that reduces team burden, prevents burnout, and ensures successful system adoption while maintaining business continuity during transitions.
Audit Readiness
We prepare PBC schedules, update account reconciliations, and ensure GAAP compliance for audit success. Our team handles loan compliance documentation and reserve analyses. Clients receive support for quality of earnings reviews and SEC reporting requirements to streamline the audit process and reduce internal workloads.
Financial Planning & Analysis
We create financial dashboards, analyze profitability metrics, and develop 3-5 year projections. Our consultants calculate product/service margins and identify customer concentration risks. Clients gain actionable insights from financial data to support strategic decision-making and business valuation efforts.
Fractional CFO Services
Our experienced CFO consultants provide strategic financial leadership on a part-time basis. Services include budget creation, cash flow projections, and financial statement analysis. Clients receive expert guidance for business growth without full-time executive costs, with flexible engagement models tailored to specific needs.
People
Jean Latu
Founder and CEO
Jean Latu is a former Big Four CPA and finance executive with extensive experience as VP of Finance and Controller. She founded Ingenio Solutions to provide expert accounting and finance consulting services, building a network of skilled professionals who deliver strategic value to clients.
Questions
What accounting and finance services do you offer?
We provide comprehensive services including accounting operations, SEC compliance, audit readiness, ERP implementations, financial planning, and fractional CFO services tailored to business needs.
How do your fractional CFO services benefit small businesses?
Our fractional CFOs deliver strategic financial guidance at affordable rates, helping small businesses improve profitability, create financial projections, and make data-driven decisions.
What ERP implementation support do you provide?
Our consultants offer full-cycle ERP implementation support including needs analysis, software selection, process documentation, change management, and training to ensure successful deployments.
How do you help companies prepare for audits?
We prepare PBC schedules, update reconciliations, ensure GAAP compliance, and analyze reserves to streamline audit processes and reduce client team workloads.
What makes your consultants unique?
Our consultants combine 20+ years of CFO/Controller experience with Big Four CPA credentials and technical expertise in multiple accounting systems and ERP platforms.
