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

CONTINUOUS PLANNING TRANSFORMATION

 

Modern Accounting Design


MODERN OUTSOURCED ACCOUNTING

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.

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Software & Technology

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

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Financial/REITs

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

CONSTRUCTION & REAL ESTATE

Our financial experts specialize in Construction and Real Estate accounting and technology transformation services developed to help construction firms 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

NON PROFIT

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

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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

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

Jim French, Founder & CFO

WHAT A FEW OF OUR CLIENTS SAY ABOUT US

  • “The IFI expertise in the commercial solar industry is demonstrated by the solutions that we have deployed together that cover Development, EPC and Maintenance & Operations. This included software systems for CRM, Project Planning & Project Management, Accounting, Planning and all of the project specific reporting related to investors and tax credits.”

    Jamie Kipke

    Darren Devine
    CFO

    Solar

  • “Working with people who understand the construction lifecycle in terms of construction operations, accounting and planning has been key to the success of our business.”

    Jamie Kipke

    Jaime Kipke
    CFO

    Construction

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

Industry Partners

  • CPA
  • Procore
  • Addepar
  • Teamwork

Technology Partners

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

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