By Referral Only

Advisory, Capital & Financial Strategy

Practical advisory, capital & financial support
for small business owners.

We help established small businesses think clearly about growth, strategy, risk, accounting and finance so they can build with confidence instead of guesswork.

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Who We Work With

Industry 219 partners with a small number of privately held businesses. We are a relationship-driven firm focused on fit and integrity.

Revenue History

Already have a proven revenue track record.

Financial Health

Are profitable or have a clear path to profitability, with meaningful asset or brand value.

Leadership

Are led by owners who value long-term relationships, integrity, and service.

Origin

Were introduced to us through an existing relationship or network connection.

Capital Requirements

Need between $50,000 and $1,000,000 in growth or transition capital, or don't need capital at all but are focused on growth and upscaling.

"If that sounds like you, we may be a fit."

Capital, Strategy & Financial Leadership

We partner with clients for some or all of their financial, leadership, and capital strategy needs.

Capital Evaluation

Evaluate options for debt and equity financing that align with your goals. We help structure capital in a way that supports growth without breaking the business.

Negotiation Support

Navigate negotiations with lenders and investors. We act as your advocate to ensure terms are fair and sustainable.

Risk & Governance

Think through strategy, risk, and governance as the business grows. We help professionalize your operations without losing your entrepreneurial spirit.

Advisor Coordination

Coordinate with existing advisors (CPAs, attorneys, bankers, boards). We bridge the gap between legal, financial, and operational advice.

Fractional CFO

High-level strategic financial planning, forecasting, and board-level reporting to guide your business decisions without the full-time executive cost.

Controller Services

Oversight of accounting systems, cash flow management, and internal controls to ensure your financial data is accurate, timely, and actionable.

Bookkeeping

Reliable, day-to-day record-keeping and reconciliation. We keep your books clean, compliant, and ready for taxes or audits.

"Sometimes that means helping you raise capital.
Sometimes it means advising you not to."

Meet The Team

Curtis Oscarson

Before founding Industry 219, Curtis practiced corporate and securities law with leading firms, advising emerging and technology companies, venture capital funds, and private equity groups. He then worked part-time in house with several clients where he led their management restructuring for growth and eventual sale to private equity buyers.

President and Co-Founder

Strategy, Legal, M&A, Finance

Todd Allen

Todd is a finance executive with broad experience supporting organizations across a range of industries. He specializes in building and strengthening finance functions, improving FP&A and reporting, and delivering clear, actionable insights to leadership teams. With a background in public accounting and senior finance roles, Todd brings a practical, results-driven approach to financial strategy, operational improvement, and business decision-making.

Co-Founder and Director

Strategy, Finance, Accounting

Amy Jolley

Amy is an analytical financial professional with over 30 years of experience supporting organizations through complex financial transitions and growth. She specializes in strengthening finance functions, increasing productivity, and implementing efficient processes that drive revenue growth while decreasing costs. With a background that includes 16 years in business advisory and technology at a mid-sized CPA firm, and over 10 years as a finance director, Amy brings deep expertise across diverse sectors, including SaaS, medical, real estate, non-profit, retail and construction. An Advanced QuickBooks Certified ProAdvisor, she is highly skilled in creating financial SOPs, managing cash flow, and delivering high-level FP&A reporting and modeling to leadership teams.

Principal

Accounting, Financial Control, Bookkeeping

Gary Thompson

Gary is an accomplished financial professional with over two decades of experience in accounting within the software, SaaS and tax preparation sectors. He has experience scaling financial processes and models to support substantial organizational growth and has successfully helped guide companies through private equity transactions and corporate restructurings along with assisting in ERP system migrations. Gary holds an active CPA license and is a Quickbooks Certified ProAdvisor.

Principal

Accounting, Financial Control, Bookkeeping

Haylie Chase

Haylie is an accounting professional with a strong foundation in financial operations and a focus on maintaining accurate, well‑organized financial records. She specializes in bookkeeping, account organization, and supporting monthly reporting activities to ensure clarity and consistency across all financial functions. She brings a detail‑oriented, process‑driven approach to bank reconciliations, accounts payable support, billing coordination, and financial documentation. Haylie is committed to operational efficiency and fiscal accuracy, providing reliable support that helps leadership teams make informed, confident decisions.

Staff Accountant

Accounting, Bookkeeping, Billing

Tara Wilden

Tara is an administrative professional with over 12 years of experience supporting leadership functions, analyzing critical operational data, and creating dynamic visualizations. With a skillset combining rigorous operational oversight with a proactive stronghold of financial analysis, budgeting, and client relationship management. Adept at translating complex data workflows into streamlined administrative systems while actively supporting high-stakes financial modeling, forcasting, and strategic advisory engagements.

Practical advisory, capital & financial support
for small business owners.

Who We Work With