Insights

Leadership Elevation Jim Lee’s promotion to CEO and Amy Becker’s ascent to President signals a refreshed leadership team focused on growth, likely openness to strategic partnerships, expanded service offerings, and enterprise-level engagements in the security industry.

Security Industry Focus Deep domain experience in the electronic security sector and ongoing work with SedonaOffice users create a strong value proposition for vendors and integrators seeking specialized financial reporting, BI, and standardization solutions tailored to security companies.

Strong Revenue Signal Reported revenue in the multi-million range with a niche subscription-based reporting product indicates a scalable recurring model that could be expanded with add-ons, larger security firms, and cross-sell to SedonaOffice customers.

Strategic Partnerships Existing collaborations with SedonaOffice and Vivid Reports point to a channel-friendly strategy; there are opportunities to formalize partnerships with software vendors, financial firms, and industry associations to broaden reach.

Expansion Potential Recent leadership changes, ongoing customer-focused reporting, and product branding like Ascenteon suggest opportunities to upsell to mid-market security service providers, expand service lines, and pursue geographic or vertical expansions.

Similar companies to Astute Financial Consulting

Astute Financial Consulting Tech Stack

Astute Financial Consulting uses 8 technology products and services including FieldHub, Microsoft Excel, Microsoft 365, and more. Explore Astute Financial Consulting's tech stack below.

  • FieldHub
    Customer Relationship Management
  • Microsoft Excel
    Editors
  • Microsoft 365
    Email
  • Choices
    Javascript Libraries
  • Envoy
    Load Balancers
  • Priority Hints
    Performance
  • Cloudflare Bot Management
    Security
  • Sitelinks Search Box
    Web Tools And Plugins

Astute Financial Consulting's Email Address Formats

Astute Financial Consulting uses at least 1 format(s):
Astute Financial Consulting Email FormatsExamplePercentage
First@astutefinancial.bizJohn@astutefinancial.biz
100%

Frequently Asked Questions

What is Astute Financial Consulting's phone number?

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You can contact Astute Financial Consulting's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Astute Financial Consulting's official website and social media links?

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Astute Financial Consulting's official website is astutefinancial.biz and has social profiles on LinkedIn.

What is Astute Financial Consulting's SIC code NAICS code?

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Astute Financial Consulting's SIC code is 7372 - Prepackaged Software NAICS code is 5416 - Management, Scientific, and Technical Consulting Services.

How many employees does Astute Financial Consulting have currently?

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As of July 2026, Astute Financial Consulting has approximately 7 employees across 1 continents, including North America. Key team members include President: A. B.Director Of Marketing: E. L.Operations Manager: N. C.. Explore Astute Financial Consulting's employee directory with LeadIQ.

What industry does Astute Financial Consulting belong to?

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Astute Financial Consulting operates in the Business Consulting and Services industry.

What technology does Astute Financial Consulting use?

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Astute Financial Consulting's tech stack includes FieldHubMicrosoft ExcelMicrosoft 365ChoicesEnvoyPriority HintsCloudflare Bot ManagementSitelinks Search Box.

What is Astute Financial Consulting's email format?

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Astute Financial Consulting's email format typically follows the pattern of First@astutefinancial.biz. Find more Astute Financial Consulting email formats with LeadIQ.

When was Astute Financial Consulting founded?

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Astute Financial Consulting was founded in 2008.
Astute Financial Consulting logo

Astute Financial Consulting

Business Consulting and ServicesColorado, United States2-10 Employees

Astute Financial Consulting is a Fort Collins, Colorado-based firm that provides business consulting and reporting solutions for service-oriented companies seeking to improve performance and create value. Its subscription-based, industry-tailored reports and tools standardize accounting practices, support daily tasks, and deliver enterprise-level business intelligence across organizations, with particular experience in the electronic security sector.

The firm serves service companies that need consistent financial processes and actionable data to guide decisions, led by founder Jim Lee. The firm operates in the business consulting and services space, offering industry-informed reporting solutions to translate data into strategic insights. In May 2024, leadership changes designated Jim Lee as chief executive and elevated Amy Becker to president.

Section iconCompany Overview

Phone number
SIC Code
7372 - Prepackaged Software
NAICS Code
5416 - Management, Scientific, and Technical Consulting Services
Founded
2008
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    Astute Financial Consulting's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Astute Financial Consulting's revenue is estimated to be in the range of $10M$25M

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