Insights

Fractional CFO Demand Ingenio Solutions specializes in interim, project, and part-time CFO and Controller services, indicating a client base that requires flexible finance leadership. This creates sales opportunities with growing companies needing leadership continuity, onboarding support for financial systems, or transitional governance during change.

SMB to Mid-Market Upsell With 2-10 employees and services scalable to all sizes, target small to mid-size firms that outgrow basic bookkeeping but don’t have in-house strategic finance. Promote modular engagements (monthly controllers, quarterly FP&A, or system implementations) to capture expanding finance needs.

Efficiency and Profit Focus The description emphasizes solving problems, creating efficiencies, and improving the bottom line. Position value around process optimization, cash flow improvement, KPI setup, and dashboards to help potential clients monitor performance and drive profitability.

Tech-Friendly Finance Technology stack includes web and analytics tools; leverage this to offer modern finance automation, ERP/GL integration assessments, and data-driven reporting. Propose services around system integration, data hygiene, and automation to attract tech-aware prospects.

Expansion Readiness Recent growth signals and a revenue range suggest readiness for advisory services around scalable finance infrastructure, financing options, and growth planning. Focus on engagements that prepare firms for diligence, fundraising, or rapid hiring as they scale.

Ingenio Solutions, LLC Tech Stack

Ingenio Solutions, LLC uses 8 technology products and services including jQuery, Lozad.js, MyWebsite, and more. Explore Ingenio Solutions, LLC's tech stack below.

  • jQuery
    Javascript Libraries
  • Lozad.js
    Javascript Libraries
  • MyWebsite
    Page Builders
  • Priority Hints
    Performance
  • HSTS
    Security
  • Google Analytics
    Web Analytics
  • Nginx
    Web Servers
  • Facebook
    Widgets

Ingenio Solutions, LLC's Email Address Formats

Ingenio Solutions, LLC uses at least 1 format(s):
Ingenio Solutions, LLC Email FormatsExamplePercentage
First.Last@ingeniosolutions.comJohn.Doe@ingeniosolutions.com
100%

Frequently Asked Questions

What is Ingenio Solutions, LLC's phone number?

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You can contact Ingenio Solutions, LLC'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 Ingenio Solutions, LLC's official website and social media links?

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Ingenio Solutions, LLC's official website is ingeniosolutions.com and has social profiles on LinkedIn.

How much revenue does Ingenio Solutions, LLC generate?

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As of July 2026, Ingenio Solutions, LLC's annual revenue is estimated to be $1M - $10M.

What is Ingenio Solutions, LLC's NAICS code?

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Ingenio Solutions, LLC's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Ingenio Solutions, LLC have currently?

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As of July 2026, Ingenio Solutions, LLC has approximately 2 employees across 1 continents, including North America. Key team members include Chief Executive Officer And Founder: J. S.. Explore Ingenio Solutions, LLC's employee directory with LeadIQ.

What industry does Ingenio Solutions, LLC belong to?

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Ingenio Solutions, LLC operates in the Accounting industry.

What technology does Ingenio Solutions, LLC use?

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Ingenio Solutions, LLC's tech stack includes jQueryLozad.jsMyWebsitePriority HintsHSTSGoogle AnalyticsNginxFacebook.

What is Ingenio Solutions, LLC's email format?

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Ingenio Solutions, LLC's email format typically follows the pattern of First.Last@ingeniosolutions.com. Find more Ingenio Solutions, LLC email formats with LeadIQ.

When was Ingenio Solutions, LLC founded?

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Ingenio Solutions, LLC was founded in 2014.
Ingenio Solutions, LLC logo

Ingenio Solutions, LLC

AccountingCalifornia, United States2-10 Employees

Ingenio Solutions, LLC is a California-based consulting firm that provides interim, project, and part-time chief financial officer and controller services to companies of varying sizes. Its focus is on identifying accounting and financial process improvements to enhance efficiency and the bottom line. Serving a broad client base in need of leadership and hands-on financial management, the firm aims to address issues in accounting and finance operations through specialized expertise. Located in Dana Point, the company operates within the accounting industry, offering strategic and tactical financial oversight through contracted roles. The firm is small in scale, reflecting a focused team approach to delivering temporary and project-based financial leadership for organizations seeking disciplined financial stewardship.

Section iconCompany Overview

Phone number
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2014
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Ingenio Solutions, LLC's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Ingenio Solutions, LLC's revenue is estimated to be in the range of $1M - $10M

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