About Us
Our story is rooted in experience, built on trust, and defined by the success of our clients.
Astute Financial is a trusted financial consulting and reporting partner for security and life safety companies seeking clarity, structure, and stronger business performance. Based in Fort Collins, Colorado, we have spent more than a decade helping SedonaOffice and FieldHub users streamline their accounting processes, strengthen financial visibility, and adopt good practices that support long-term growth. Our work blends deep industry experience with powerful reporting solutions—delivering both insight and practical guidance leaders can rely on.
Founded by Jim Lee, CPA, Astute grew from hands-on experience in public accounting, executive leadership, system implementations, and financial operations within the security industry. Over the years, we’ve expanded our team with experts who bring controller- and CFO-level expertise, supported by decades of real-world operational and financial leadership. This foundation has shaped Astute’s unique ability to pair consulting with industry-leading reporting tools; including Vivid CPM, Flex reports, and a suite of CFO-level analyses—to give clients the clarity and confidence they need to make informed decisions.
Today, Astute continues to evolve through strong partnerships, expanded services, and a commitment to authentic, long-term client relationships. Whether delivering monthly CFO reports, supporting system migrations, or helping teams adopt good practices, our focus remains the same: to provide dependable, expert guidance that empowers companies to operate more efficiently, understand their financial story, and move forward with confidence. At Astute, your success is our mission—and we’re here to help you achieve your business best.