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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How Finance Can Automate, Augment, and Accelerate Now
Webcast | Wed, Jan 26, 2022 | 9-10 AM PST

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

Register now

The best finance teams move fast and react quickly, but even they strive for more agility in the face of unrelenting change. The only way to improve your team’s reaction time is by automating manual processes, augmenting your organization’s financial intelligence, and increasing the accuracy of insights and decisions. But it’s not as challenging as it sounds. You can have an agile finance foundation in just a few weeks to improve the speed and value of planning, budgeting, forecasting, and more. This webinar explores why finance agility is so important, where it adds impact, and how to get started.

Expect to Learn:

  • Why Finance can still thrive even as you’re expected to make faster decisions in the middle of constant change.
  • How an agile finance foundation gives Finance the clarity, flexibility, and insights to make more accurate decisions.
  • Where Finance can apply AI, modern collaboration tools, advanced planning, and other purpose-built solutions to enhance decision making.
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Jim French

Founder & CFO IFI Professionals


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

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