Founder & Executive Fractional CFO
Innovative Solutions International, LLC*

I’m Daniel Frey, a CPA with more than 20 years of experience as a Controller, Director of Finance, and CFO for multi-division, high-volume companies in restoration, telecommunications, real estate, logistics, manufacturing, and service industries.

Over two decades, I’ve managed:

• Multi-entity, multi-country financial operations
   
• $10M–$500M organizations
   
• ERP implementations (Sage 100, Sage Intacct, MS Dynamics, Oracle, etc.)
   
• Complex job costing, cash flow management, and forecasting
   
• Large finance teams across the U.S., Central America, and the Caribbean
   

I’ve seen firsthand how hard it is for service and restoration businesses to get clean, timely, actionable financial data.

Not because they run bad companies — but because they run complex ones.

And complexity requires clarity.

That’s why I built Innovative Solutions International, LLC:
To give growing service businesses the financial visibility, automation, and CFO leadership they’ve needed for years — but at a fraction of the cost of hiring full-time.

Today’s service companies don’t just need bookkeeping.
They need a financial system that runs itself:

• Automated data pipelines
   
• Dashboards that update daily
   
• KPIs that show what’s working and what’s not
   
• A hybrid of accounting, analytics, and CFO insight
   

That’s where I specialize.

Using AI tools, Power BI, and modern automation workflows, I build reporting systems that eliminate manual work and give owners real-time visibility into:

• Division profitability
   
• Job-level margins
   
• Route/technician/capacity performance
   
• Cash flow and AR risk
   
• Month-end close and operational efficiency
   

You get financial clarity without waiting for month-end
and CFO-level insight without hiring a full-time CFO.

My background spans industries where clarity is essential because operations move fast:

(contents, structural, mitigation, mold remediation)

(HVAC, plumbing, electrical, roofing)

(route-based, multi-division, high-labor operations)

(route profitability, labor-heavy, fuel-sensitive)

(job costing, WIP, margin control)

(dry cleaning, wellness clinics, medical services)

These businesses share the same financial obstacles:

• Revenue is high but margins are unclear
   
• Data is scattered across multiple systems
   
• Reporting is slow, manual, or unreliable
   
• Owners fly blind without knowing why numbers change
   
• Bookkeepers and CPAs “record the past” but don’t guide the future
   

That’s the gap I fill.

I believe owners make their best decisions when they:

• See their numbers clearly
   
• Understand what those numbers mean
   
• Know what actions to take next
   

My approach combines:

Strategic planning, forecasting, cash management, and executive-level financial leadership.

Reducing manual work, increasing speed, and creating reliable real-time reporting.

Understanding field operations, job costing, and divisional performance at a deep level.

You’re not buying dashboards.
You’re gaining a strategic ally.

Most clients go from:

❌ Waiting weeks for reports
❌ Guessing about margins
❌ Uncertain cash flow
❌ No consistent financial direction

To:

✅ Real-time dashboards
✅ Clarity on job/division profitability
✅ Faster month-end close
✅ Predictable cash flow
✅ CFO-level strategy guiding every decision

My mission is simple:

To give operators the financial visibility and confidence they need to grow — without the cost of a full finance department.
 

If you run a service, restoration, or operations-heavy business in Los Angeles or Orange County, I’d love to help you transform your financial clarity.

👉 Book a Free Visibility Assessment
👉 Email: admin@innova-si.com
👉 Dana Point, California