Financial visibility. Delivered.

By Design, the intersection of Continuous Planning, Continuous Accounting and integrated CRM information flow delivers a Single-Source-of-the- Truth for our Clients - regardless where we joined them on their Financial Maturity journey.

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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

  • “Applying Insulation Contractor expertise to the information flow between our accounting and FieldGroove CRM system has been the key to providing the visibility and control that lets me work on the business instead of in the business.”

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    David Kahn
    President at Ecological

  • “We improved visibility and efficiency by leveraging outsourced managed accounting and fractional technology transformation services for both our internal accounting and for that of our portfolio companies”

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    Richard Campbell
    CFO at Parallax Capital Partners

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.