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.

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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

  • “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
  • “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.”

    david-khan

    David Kahn
    President

    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

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.

  • Compassion
  • Feed The Children
  • Grameen Foundation