At Innovative Solutions International, LLC, we partner with growth-focused businesses in Restoration, Specialty Trades, Commercial Linen/Cleaning, Logistics, and Light Manufacturing to streamline operations, automate financial workflows, and provide real-time profitability insights that drive better decisions — and stronger margins.

If your business is between $3 million and $50 million in annual revenue and you lack the in-house financial infrastructure to support growth, we give you the tools, dashboards, systems, and CFO-level guidance you need to scale with confidence.

We specialize in high-complexity, high-volume industries across Los Angeles and Orange County:

(contents restoration, structural, mitigation, mold remediation)

(HVAC, plumbing, electrical, roofing, commercial mechanical)

(dry cleaning chains, med spas, wellness centers)

These industries share a common set of challenges — complexity, multiple revenue streams, operational chaos, and inconsistent financial visibility. That’s exactly what we fix.

Perfect for:
Businesses with internal bookkeeping but no clear or timely reporting.

✔ Automated data flow from Sage 100, QuickBooks Online, or Sage Intacct
✔ Power BI dashboards built for your industry:

• Profitability by job/division/location
   
• AR aging & cash projections
   
• Labor margin dashboards
   
• Route / technician / crew analytics
  ✔ Weekly automated KPI email summaries
  ✔ KPI library customized for your industry
  ✔ Monthly dashboard review meeting
  ✔ Ongoing system maintenance and enhancements
   

• No more manual spreadsheet chaos
   
• Real-time performance clarity
   
• Faster decision-making
   
• Clear visibility into margin leaks and operational trends
   

$3,000–$5,000 setup
$1,000–$2,000 per month

Perfect for:
Companies ready to scale but lacking executive financial direction.

✔ All Automation & Dashboard services PLUS
✔ Monthly CFO financial review & advisory
✔ Full cash flow planning & risk identification
✔ Rolling 12-month financial forecast
✔ Budget creation + departmental budget alignment
✔ Margin optimization analysis (labor, job costing, AR, overhead allocation)
✔ SOP creation for accounting, AR, AP, job costing
✔ Monthly Board/C-Suite reporting package
✔ Support for bank lending, audits, or investor presentations

• Owner always knows where the business stands
   
• Smarter financial decisions weekly, not monthly
   
• Predictable cash flow
   
• Industry-specific KPI guidance
   
• Professionalized finance operations
   

$5,000–$7,500 per month
(Your pilot client Mt Hood fits in this tier perfectly.)

Perfect for:
Firms between $10M and $50M in revenue that need more than just a CFO.

✔ Everything in Fractional CFO tier
✔ Dedicated Philippines (PH) Analyst — trained by ISI
✔ Daily financial data updates
✔ Weekly KPI refresh & reporting
✔ AP/AR workflow automation
✔ Enhanced job costing accuracy
✔ Systemization of all accounting operations
✔ Hiring + training SOPs for long-term finance support
✔ Monthly strategic planning sessions

• A complete finance infrastructure at a fraction of the cost
   
• Daily insights, not monthly surprises
   
• High accountability across departments
   
• Deep industry-specific dashboards & reporting
   

$8,500–$12,000 per month

We know the financial mechanics of restoration, trades, logistics, and high-volume operations inside and out.

We build automated data pipelines that eliminate manual entry, delays, and inaccuracies.

We use pre-built frameworks specifically for restoration, trades, route-based businesses, and manufacturing — saving you tens of thousands in development costs.

Your financial operations become structured, predictable, and strategy-driven.

Based in Los Angeles & Orange County, we provide hands-on, white-glove guidance to founders and operators.

Book a Free Financial Visibility Assessment to review:

• Your current reporting
   
• Your KPIs
   
• Your operational blind spots
   
• A sample dashboard tailored to your industry
   

👉 [Schedule a Call] (or replace with your actual link)