From Financial Chaos to Strategic Clarity
Comprehensive financial leadership for growing businesses ready to make data-driven decisions and scale with confidence
Most growing businesses are scaling on broken financial systems.
You’re making critical decisions with unreliable data. You can’t secure financing because your books don’t tell a credible story. Your month-end close takes 15+ days. You have no visibility into departmental profitability. Your accounting team needs leadership. This is the moment to work with us to bring clarity, structure, and confidence to your financial operations.
The result? You’re flying blind at the exact moment when financial clarity matters most.
Our Approach: Clarity-First Financial Leadership
The Ospino Approach to Financial Clarity
At Ospino Consulting, clarity is the product—financial advisory is how we do it.
We don’t just clean up your books. We build the financial foundation that enables confident decision-making, sustainable growth, and successful exits.
Our philosophy is simple: Strong operations and strong leadership produce strong accounting. We address the root causes, not just the financial symptoms.
Our Assessment-First Process
Unlike traditional accounting firms, we start with understanding before we start billing.
Step 1: Discovery Call (30 min)
We discuss your current challenges and goals to determine if we’re a good fit.
Step 2: Comprehensive Assessment (6-8 weeks, paid)
We conduct a thorough evaluation of your financial state and establish the foundation for strategic work. No surprises, no hidden problems discovered months later—we identify issues upfront to develop a clear path toward resolution.
Step 3: Service Assignment
Based on our assessment, we recommend the appropriate service tier for your business needs.
Step 4: Ongoing Partnership
We implement your assigned service with the insights gained from the assessment period.
Four Service Tiers, One Philosophy
Each tier is designed to grow with your business—and all include our assessment-first approach.
Accounting Services
Foundation cleanup and reliable financial records
For: Businesses with unreliable books needing solid foundation
Controllership
Internal controls and departmental profitability analysis
For: Growing businesses needing visibility and systems
Financial Planning & Analysis (FP&A)
Data-driven insights and strategic forecasting
For: Businesses ready to leverage data for growth decisions
Virtual CFO Services
Executive-level financial strategy and exit preparation
For: Businesses scaling toward $10M+ or preparing for sale
Who We Serve Best
Growing businesses with $1M-$40M in revenue across industries where we have deep expertise:
- Distribution Companies (complex inventory, multi-location)
- SaaS Businesses (subscription models, growth metrics)
Supermarket Retail (high-volume, cash-intensive) - Professional Services (scaling B2B service firms)
- Non-Profits (compliance and reporting)
- Latino-Owned Businesses (cultural fluency and bilingual expertise)
Common challenges we solve:
- Books unreliable for decision-making
- Month-end close taking 15+ days
- Can’t secure financing due to poor documentation
- No visibility into profitability by department, product, or client
- Systems can’t support growth ambitions
- Need CFO-level strategy without full-time CFO cost
Why We're Different
The Ospino Approach to Financial Clarity
Assessment-First Approach
No surprises. We identify issues upfront and develop a clear path toward resolution.
Hands-On Implementation
We don’t just give advice—we implement solutions. True partners, not just advisors.
Cultural Fluency
We understand both the financial and cultural aspects of business success, particularly for Latino-owned businesses.
Complex Problem-Solving Specialists
Multi-location operations, complex inventory, SaaS revenue recognition—we handle what others avoid.
Technology-Forward Integration
We help you leverage the right platforms and stay ahead of industry trends, including AI in financial processes.
Client Transformations
Real businesses. Real challenges. Real results.
Supermarket Turnaround
From Lifelong Dream to Profitable Business
Industry: Supermarket / Retail
A first-time owner inherited thin margins, expensive debt, and a belief that losses were “normal.” With guided mindset shifts, KPI dashboards, and smarter financing, the supermarket turned profitable in its first year — and kept growing.
Distribution Company
Building Strong Foundations During ERP Transformation
Industry: Distribution / Wholesale
When key finance staff left mid-ERP rollout, operations were at risk. We stabilized accounting, configured the ERP, and built strong internal controls — turning a technology upgrade into a scalable foundation.
Nonprofit Transformation
From Accounting Challenges to Platinum Transparency
Industry: Nonprofit / Community Organization
Audit deadlines, outdated books, and staff skill gaps jeopardized funding. We cleaned up three years of records, redesigned reporting, and guided the audit — restoring donor trust and achieving the Platinum Seal of Transparency.
Professional Services Firm
Unlocking Profitability Through Strategic Pricing
Industry: Professional Services
Underpriced contracts and unclear metrics stalled growth. With pricing analysis, operational KPIs, and clear data, the firm raised rates strategically, improved margins, and scaled with confidence.
Hospitality Startup
Securing Critical Funding and Navigating Pandemic Challenges
Industry: Hospitality / Food & Beverage
COVID halted construction of a new restaurant. We built lender-ready projections, secured loans and grants, and later optimized operations — turning crisis into a thriving hospitality brand.
SaaS Company
Navigating U.S. Expansion and Building a Strong Financial Foundation
Industry: SaaS / Technology
An overseas SaaS company faced a new market, regulations, and investor expectations. We guided compliance, workflows, and funding — giving them the confidence and capital to grow in the U.S.
Ready to Transform Financial Chaos into Strategic Clarity?
Start with a 30-minute Discovery Call to explore which service tier aligns with your business needs.
