Navigating complexity. Building clarity. Creating control.

Helping leaders make better decisions, operate more effectively, and prepare for what comes next.

CPA Firm • Financial, Operational & Technology Expertise • Long‑Term Value Creation

How It All Fits Together

Building the foundation for a better-run business.

The challenges organizations face rarely exist within a single function. Financial operations depend on systems and information. Governance supports accountability and risk management. Leadership relies on reporting and operational visibility to make informed decisions. Our services work together as an integrated framework that supports how organizations operate, grow, and create long-term value.

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Finance & Operations

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Systems & Data

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Governance & Risk

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Advisory & Decision Support

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Managed Operations

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Long-Term Value

By aligning these areas, organizations gain greater visibility into performance, stronger operational consistency, improved governance, and more confident decision-making.

Our Approach

How We Partner with Clients

Every organization is at a different stage of its journey. Some organizations are building the foundations for growth. Others are focused on improving execution, increasing efficiency, supporting leadership decision-making, or preparing for future ownership and wealth objectives. OSV supports clients through each stage, helping them evolve from foundational operations to long-term value creation.

Build

Establishing the foundations through financial operations, systems, governance, controls, and workflow-enabled operating environments.

Operate

Providing execution support, managed operations, reporting, and operational continuity.

Optimize

Improving efficiency, reporting maturity, process standardization, automation, and scalability.

Advise

Supporting leadership through strategic planning, governance, risk management, and decision support.

Wealth

Helping owners align business success with succession planning, liquidity events, long-term wealth objectives, and legacy outcomes.

Organizations do not remain static. As priorities evolve, so do the capabilities required to support growth, performance, leadership decision-making, and long-term value creation.

Services

Finance & Operations

Helping organizations execute with consistency and control.

Systems & Data

Creating connected environments that support reliable operations and informed decisions.

Governance & Risk

Strengthening oversight, accountability, and resilience across the organization.

Advisory & Decision Support

Helping leadership teams navigate complexity with confidence.

Managed Operations

Providing ongoing support, consistency, and operational continuity.

Building value beyond the business.

Strong operations, reliable information, effective governance, and informed leadership decisions create more than business performance. They create long-term value. For many organizations, that journey begins with building strong foundations, evolves through operational excellence and leadership decision-making, and ultimately supports long-term ownership, wealth, and legacy objectives. OSV helps organizations build the foundations that support both business success and lasting outcomes for owners, families, and future generations.

Built for Organizations Managing Complexity

We work with organizations where growth, operational complexity, reporting requirements, and leadership responsibilities require greater structure, visibility, and control.

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Owner-Led Businesses

Organizations seeking stronger visibility, operational consistency, and long-term value creation.

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Multi-Entity Organizations

Organizations managing multiple companies, business units, locations, or reporting structures.

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Project-Based Organizations

Organizations operating across projects, contracts, resources, and complex financial reporting environments.

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Asset-Intensive Organizations

Organizations managing critical infrastructure, industrial operations, environmental services, or other asset-intensive environments.

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Professional Corporations

Professional practices requiring stronger reporting, governance, growth planning, and succession readiness.

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Organizations Undergoing Change

Organizations experiencing growth, acquisition, integration, transformation, or ownership transition.

Supported by Strategic Partners

Our partnerships help ensure that the systems and platforms supporting your business are reliable, secure, scalable, and aligned with operational objectives.

Arrow Electronics

Providing access to leading technology ecosystems, platforms, and solution capabilities that support scalable and reliable business operations.

Microsoft AI Cloud Partner

Helping organizations modernize operations, information, reporting, automation, security, and decision-making through the Microsoft ecosystem.

IBM Corp. | Silver Business Partner

Supporting complex asset-intensive and operational environments through enterprise asset management, business systems, and operational technologies.

Beyond Traditional Consulting

Organizations choose OSV because they need more than isolated projects or disconnected recommendations. They need a trusted partner who understands how financial operations, systems, governance, reporting, and leadership decisions work together. Our experience spans operations, finance, technology, risk, and business transformation, allowing us to help organizations improve performance while creating a stronger foundation for future growth.

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Structure

Creating consistency across operations, reporting, and governance.

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Visibility

Providing reliable information that supports decision-making.

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Control

Strengthening accountability, governance, and risk management.

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Long-Term Value

Helping organizations create lasting value.

Why Us?

Why Organizations Choose OSV

Traditional Approaches

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    Focused on individual functions rather than the broader organization.

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    Recommend solutions based on their preferred platform rather than your operational needs.

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    Lack industry insight.

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    Hand off to junior developers.

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    "Build and bounce."

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    Deploys an organization-wide solution for any size.

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    Thoughtfully tailored to your organization’s workflows.

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    Specializes in your workflows & compliance requirements.

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    Proven senior leadership direct each implementation.

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    Integrates with your teams, operates your applications, manages your accounting.

Partner with Industry Veterans

Finance • Operations • Technology • Governance
Our Execs

Partner with Industry Veterans

Omid Safavi

President & CEO

Mike Borsch

Director of Technology

Systems Designed to Work Together

We help unify financial, operational, and customer information within secure, scalable operating environments designed around your business. We integrate Copilot, Dynamics, Oracle Project Management, IBM Maximo, Dayforce, SAP Concur, and best of breed platforms without forcing rip and replace.

FAQ

Common Questions

We’ve successfully delivered ERP, data, and AI solutions for dozens of organizations across the critical infrastructure space. Before any work begins, we assess your current systems, identify constraints and risks, and define a clear, achievable plan. We only proceed when we’re confident we can deliver measurable outcomes aligned to your goals.

Every engagement is tailored to your goals and current environment. We start by understanding your critical business processes and challenges, then define a clear roadmap and scope aligned to your priorities. During our complimentary discovery call, we’ll provide a high level cost range based on similar projects we’ve delivered in the infrastructure space.

Yes—if your organization is managing operational complexity, growth, reporting requirements, multiple entities, projects, assets, or significant business change. During our complimentary discovery call, we assess your systems, processes, and objectives to identify any constraints or risks upfront. We only move forward once there’s a clear path to streamlining and integrating your systems—and you’re comfortable approving the proposed approach.

It varies based on your objectives and organizational complexity. We design our engagements to respect your team’s time, with clearly defined touchpoints. Your complimentary discovery call will provide a realistic overview of the time required from each stakeholder.

We don’t take on work we can’t stand behind. Before we begin, we define clear success criteria tied to your goals—then we deliver against them. If the path to success isn’t there, we’ll say so upfront and won’t proceed. Our reputation is built on outcomes, not billable hours.

Security and controls are foundational to how we operate. As both a CPA firm and managed services provider, we embed access controls, change management, and auditability into our delivery and operations. We are actively progressing toward continuous SOC 2 compliance to meet the expectations of utilities, infrastructure owners, and public sector organizations. See our Trust Center page for more details.

Testimonials

Hear From Our Clients

Utilities
Jay Scrinko
VP, Finance & Corporate Services

“Well-earned recognition”

Well-earned recognition! OSV was an important contributor to the success we enjoyed standing up our business systems and processes.

Utilities
Laura Andrews
Director, Regulatory Affairs

“Extremely dependable”

OSV is consistently fast, attentive, and always willing to go the extra mile—this support team is truly unmatched.

Utilities
Chris Fralick
CEO

“Expertise was critical”

OSV’s expertise was critical in developing and executing our IT strategy during our post-acquisition integration of TransCanada’s assets.

Utilities
Jay Scrinko
VP, Finance & Corporate Services

“Well-earned recognition”

Well-earned recognition! OSV was an important contributor to the success we enjoyed standing up our business systems and processes.

Utilities
Laura Andrews
Director, Regulatory Affairs

“Extremely dependable”

OSV is consistently fast, attentive, and always willing to go the extra mile—this support team is truly unmatched.

Utilities
Chris Fralick
CEO

“Expertise was critical”

OSV’s expertise was critical in developing and executing our IT strategy during our post-acquisition integration of TransCanada’s assets.

Start a conversation.

If your organization is experiencing increasing complexity across operations, systems, reporting, governance, or leadership decision-making, we would welcome a conversation.