Insights-Driven FinTech
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.

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Join IFI at ITA 2022 Spring Collaborative
April 24-26th | Denver, Colorado

Wednesday, June 23, 2021 | 10am PST / 1pm EST

CAS 2.0 – Afterthought to Growth Engine: What is Business Insights CAS and How Do I Get There

Expect to Learn:

  • How to move from a financial CAS practice to an insight-based practice?
  • How to measure success?
  • What KPI's to track to manage a top producing practice?
  • How to address conflicts of interest with other areas of the practice?
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Jim French

Founder & CFO IFI Professionals

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Kalil Merhib

VP, Growth & Professional ServicesCPA.com

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John Yeagar

Managing DirectorBennett Thrasher LLP

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, 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.

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Construction

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

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.

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