Insights-Driven FinTech
Products & Services - Designed, Delivered, & Connected.

We use our unique industry designs to implement Accounting/ERP and Continuous Planning (FP&A) integrated with CRM that provides a Single Truth for business insights.

Solution_elements

 

Advanced Accounting Design


MODERN OUTSOURCED ACCOUNTING

CONTINUOUS PLANNING TRANSFORMATION

We guide growth companies in industries with complex accounting & operations, including:

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Professional Services

Understanding project accounting is key to visibility for running a Marketing, Accounting, Consulting, or Engineering services operation.

Non Profit

NON PROFIT

IFI supports Non Profits with the people, processes and pre-configured system designs for managing programs, projects and budgets with timely reporting for visibility and control.

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Financial/REITs

For complex financial transaction workflow and structures our multi-dimensional accounting design ensures efficiency.

REAL ESTATE DEVELOPMENT & CONSTRUCTION

Our transformation services are developed to help Real Estate Development & Construction companies improve the efficiency and productivity of their accounting, back-office and field operations.

SOLAR & RENEWABLE ENERGIES

For Commercial Solar & Wind Development, Property and Engineering companies we deliver proven accounting integrated with your field systems.

FAMILY OFFICES

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Software & Technology

As Professional Services and SaaS software providers we understand Services and Software company accounting and operations visibility.

RESTAURANTS

How our Clients benefit from our approach to Business Transformation

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Book your Consultation

To get your free financial operations road map to better profitability

Jim French, Founder & CFO

HELPING OUR OUTSOURCED
ACCOUNTING CLIENTS
THRIVE AND SURVIVE WITH
OUR FOUNDER AND CFO

Continuous Planning is made Possible by Continuous Bookkeeping Methodologies & Systems

At IFI, we apply our years of accounting, operations, and software expertise to orchestrate continuous financial information that increases the Profitability IQ for your team.

By outsourcing your bookkeeping to our team or adopting these methodologies in-house, you will be able to:

  • Get timely and truthful operational information
  • Truly understand the numbers that drive your business
  • Make smart decisions that promote growth and financial stability

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WHAT A FEW OF OUR CLIENTS SAY ABOUT US

  • “Having the IFI Professionals team support our cloud accounting has been key to giving us the visibility and control we need to keep growing”

    Shannon Copeland

    Shannon Copeland
    COO

    Professional Services</div<

  • “Non-profits have unique requirements and having a services partner who are accountants that understand our back-office operational needs for workflow and reporting has been key to our success.”

    Jon Buttles

    Tola Sanni
    CFO

    Not For Profit

The Hidden Cost Of QUICKBOOKS:
Your Guide To Help Save Time & Understand Your Profitability Drivers

Learn more about the software’s hidden costs due to its inability to support the complexity of your business and your options for increasing efficiency and gaining timely visibility to profitability - and more.

Learn More About Sage Intacct

READ OUR BLOG


 

Jim French, Founder & CFO

ACCOUNTING EXPERTISE FOR BUSINESSES THAT ASPIRE

Grow your company and maximize profitability with outsourced services from IFI

BOOK YOUR CONSULTATION

Strategic Partners

  • One Visions Solutions
  • CPA

Technology Partners

  • Sage Intacct
  • Planful
  • Salesforce
  • BILL Spend & Expense (formerly Divvy)
  • BILL
  • Yooz
  • Emburse Nexonia
  • Emburse Tallie
  • Expensify
  • SAP Concur
  • Addepar
  • Procore

Charities We Actively Support

We actively support the following charities every month,
on behalf of our employees.

  • Feed The Children
  • Grameen Foundation
  • Compassion
  • Entangled Whale Response Orange County