Accounting specialists dedicated to providing the industry’s premier financial managed services
Founder and CFO
Paul is an information industry veteran who has focused his career on the people, process and technology best practices that optimize financial and operational performance for growth businesses.
He started his career in the Australian Army Engineers where he earned his Degree in Computer Science focused on automating and streamlining the production of digital maps and charts. He has founded and worked for software startups, held executive roles at SMBs like Continuus, MapInfo & FileNet and survived his experiences at larger companies like Unisys and IBM.
Today, Paul’s work with his former CFO, and now partner, Jim has rekindled his passion of working with business owners and executive teams to enable information driven business growth.
In his spare time Paul is passionate about family, dog fostering, mountain biking, sailing and adventure travel to explore ancient civilizations.
We are an accounting, planning and CRM business transformation services company that provides outsourced Managed Services as an extension to our clients' teams.
Our clients look to us to transform their accounting, operations, budgeting, planning and forecasting for their growing small to medium size businesses to deliver the insights they need without superhuman efforts using complex spreadsheets. We will improve your team's efficiency and flexibility as the catalyst for the change and growth that you have planned.
We support our clients on their journey to make the business better every day with a phased process improvement and automation methodology. Our clients can then achieve greater performance; flexibility and growth because they have the visibility and control that previously could only be achieved by them being involved in the core of the day-to-day activities of their business.
Our team consists of certified accounting and operations transformation people who enjoy what they do because we get to make a game changing difference for the people we work with.
We apply our understanding of the capabilities and application of best-in-class cloud software delivered using our unique Managed Services methodology.
Our clients are in industries including:- Professional Services, like Marketing, Engineering, Consulting, Software and Financial Services. We also work with Clients in the Healthcare, Construction, Solar & Renewable Energies, Restaurant and Not-for-Profit industries.
IFI Professionals is a Southern California-based outsourced services firm. We guide and enable dynamic and growing companies that are challenged by poor visibility to gain control and insights to the information they need to operate their businesses.
Our clients rely on us for the experience and expertise to supplement or outsource their accounting services or guide them as they transform their accounting and back-office operations systems to increase efficiency and flexibility as a catalyst for growth.
We empower growing small businesses with our outsourced accounting and technology transformation services. We provide them streamlined approaches, outsourced resources, and technology infrastructure to handle the financial and HR advisory aspects of their business. In turn, we’re able to reduce the capital and time they spend on these activities today so they can focus on growing their business.
The Finance and HR functions are the foundation of any organization and these fields consume money and time that could have been better used for revenue-generating activities such as service delivery, product development, and sales and other key functions that differentiate the business.
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.
Non-profits have unique requirements and having a services partner who are accountants that understand our back-office operational needs for workflow and reporting has been key to our success.
Not For Profit
“Through IFI, we are able to take an agile approach to the development of our systems, using resources that were quickly able to understand our business and provide expert guidance on implementation”
Construction (Reanewable Energy)
"Having the IFI team support our cloud accounting has been key to giving us the visibility and control we need to keep growing"
Professional Services (Marketing)
"The key benefit of using IFI’s CPAs and accountants, to implement our advanced accounting system, was their knowledge of SaaS accounting and operational issues. This expertise allowed my team to focus on their day-to-day responsibilities"
“Working with IFI to design and implement our modernized and automated back-office has improved our productivity and decision making.”
Software & Services
“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”
Private Equity Firm
“Our accounting and Salesforce automation continues to improve and provide us with the visibility and control we need”