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Our HR Philosophy

Human First. Always.

At IFI Professionals, HR is about people and not just policies. We believe in building a workplace where employees feel supported, trusted, and genuinely valued from day one.

Our approach is grounded in transparency, empathy, and connection, especially in a fully remote environment. We prioritize open communication, flexibility, and real human support through every stage of the employee journey.

From onboarding to growth, recognition to life’s big moments, HR at IFI is intentional, approachable, and deeply human—because when our people thrive, everything else follows.

Why Our Pay Works

At IFI, we think about compensation a little differently and very intentionally.

Rather than focusing only on base salary, we take a total rewards approach that reflects the full value of being part of IFI. This includes not just your paycheck, but the meaningful, often tax-advantaged benefits, flexibility, and support systems designed to improve your day-to-day life and long-term well-being.

For example, our fully remote model can translate into significant annual savings in commuting, time, and daily expenses, while our healthcare contributions, HSA match, tax-free perks, and company-paid benefits all add real financial value.

But beyond the numbers, we believe compensation should align with how people live:

  • The flexibility to be present for family and life moments
  • Time to recharge and truly unplug
  • Support during both the best and hardest chapters of life
  • A culture where you’re valued, not just utilized

We know no compensation model is one-size-fits-all. That’s why we continuously evaluate how our pay and benefits come together and evolving our approach to support people at different life stages.

Our goal is simple: To create a compensation experience that feels thoughtful and genuinely supportive not just on paper, but in real life.

Our Culture

We’re unique!

Some may describe us as being quirky in a fun way because we like to celebrate our differences; both personally and professionally. Our team is comprised of some of the brightest, humble, most caring, compassionate, and determined group you’ll ever meet.

We provide our employees with an environment to embrace new opportunities so they can constantly grow and exceed expectations. This allows employees to gain exposure to different industries, new technologies, and be part of an employee-centric culture where ideas, creativity, and free-flowing communications are encouraged.

We also offer a 100% virtual work environment and a flexible schedule, so if you have a special event or family function you want to attend you can leave early. By ditching the commute to work helps you support your mental and physical health.

Things in our world are always changing, and our employees are challenged every day—either by the use of new technologies or by the creation of perspectives through the lens of a kaleidoscope.

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“How We Stay Connected and Communicate in a Virtual Team Setting”

Many organizations find it challenging to maintain a connection with their employees while working in a virtual setting, but not at IFI Professionals. We use several different methods of communicating up and down our organization. We know if we give our employees an opportunity to express their ideas, concerns and perspectives without repercussions, it creates a better working environment. We also want to make sure our employees have a solid understanding of where we are going as an organization. To achieve all of this, we utilize a number of different communication methods including weekly one-on-one staff meetings between the employee and manager, weekly functional area meetings where the teams get together, check-in calls with our Human Resources Manager and our Weekly All-Staff virtual meetings.

During these meetings we discuss business updates (where we are going and why), as well as department and employee spotlights. The all-staff meetings provide a forum to help us connect the dots on what we do and how it all ties together, so that the team can have a greater understanding of each other and the various business functions. Additionally, we are able to learn what our colleagues are passionate about and what is happening in their lives. There is also an added bonus by starting the meeting with a fun or interesting fact, along with a joke of the week submitted by one of the employees.

A sampling of jokes include:

What do you call a sad cup of coffee?

Answer: Depresso

What do you call cheese that doesn’t belong to you?

Answer: Na-Cho Cheese

Come back and visit our website again. We are sure to have new jokes to share!

amy

The IFI Employee Experience As Described in Our Employee’s Own Words & The Awards We Have Received

In today’s fast-paced world, the line between work and life can easily blur. At IFI Professionals, we’ve reimagined what it means to support our team—creating a workplace where well-being, balance, and purpose are at the heart of everything we do. 

Our guiding principle, “Sharing the IFI Employee Experience,” is more than a motto—it’s a way of life that resonates throughout our organization. This commitment has earned us national recognition, including
- Best Place to Work
- Great Place to Work Remotely
- Fortune Magazine’s Top 100 Small Businesses in the U.S .

But what do these honors really mean?

They reflect the voices of the people who make IFI exceptional—our employees. Their stories, experiences, and passion are what bring our culture to life.

Everyone is treated with dignity and respect. They go up and beyond what an average employer does to make everyone feel like they are part of a team and make you feel special. The onboarding even included a welcome package.

Great team bonding events to make us feel connected even with employees located all over the country. Management is supportive in helping you achieve your goals and building the skillsets needed for where you want to take your career.

IFI has created an environment that gives employees all the necessary tools to succeed in their current tasks, and also grow in different avenues. While there is the expectation that all employees work hard, …Read More

They are so awesome; they truly care about all employees and their happiness. They ask for a lot of input, constantly do fun things for us, and hire awesome people to work with.…Read More

They are very inclusive of all types of people. They listen to what you have to say and tailor your job responsibilities around your strengths. They provide any software or equipment …Read More

From day one I had all the equipment I needed (and didn't even know I needed), thoroughly planned and executed. They are REALLY thoughtful about you as a person and connect with you regularly to see how you are doing. …Read More

Company culture is like no other. I’ve worked in both the public and private sector and this company goes above and beyond. Every employee knows they are valued. Even in the midst of the Covid-19 pandemic, …Read More

They treat you as a person/human being. They reward each individual. They care, bottom line. They do not discriminate.

Love this place, they treat me very well, I love the flexible work environment that provides me with a satisfying career where I am constantly learning, great people to work with and fun place to work. …Read More

The company places trust with its employees to make the right decisions. It cares for the team’s well being and ensures that everyone is comfortable in their role.

The culture is a very close-knit, family type where it’s easy to get to know others.

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The company strives to allow for a good work-life balance and frequently holds company events to show their appreciation. We are encouraged to build good relationships with one …Read More

The organization treats the employees with respect and as peers rather than as cogs in a machine. The people that work here all share common goals and values and it’s very easy to get along with and work with …Read More

The way management treats and values their employees is above and beyond what I have seen from other companies.

They are great at focusing on team building, focusing on career path for each employee, great work-life balance, support from team-members and supervisors while also having the freedom to work without …Read More

It puts an emphasis on individual well being and personal priorities. It’s all about culture here. It’s the most important thing to most people these days to make sure they aren’t just sitting at a desk working. …Read More

This company is a team. They are all wonderful people who really make an effort to treat all of us equally and beyond fair. I’ve received a promotion during covid. I’ve received flowers when a close …Read More

This organization actually cares about their employees.

This organization fosters a sense of community and family for their employees. The owners communicate on a weekly basis with all employees to keep us apprised of changes within the organization …Read More

Management is top notch and they really put thought into team building events and little things that let the employees know they are thinking about them every now and again.

Keeps employees engaged and encourages work/life balance.

Truly care about each employee, let you take initiative on things and don't micromanage, provide a great "remote" environment where still feel connected to others.

100% Rated us as treating people fairly regardless of their race

100%  Rated us as treating people fairly regardless of their gender

We were rated 100% for our onboarding process. New employees feel welcomed when they join the company.

Employee Spotlight

A Little Bit About Daniel

Intro

Daniel lives in Denver, Colorado with his wife and daughter. They have a dog as well. Daniel also has an older brother, and people say they look alike.

Hobbies:

Visiting National Parks!
They like to glamp in cabins, no tent camping.
He enjoys all kinds of food.
Daniel enjoys watching and playing soccer.
He likes to learn new skills (tricks in excel or other software).
Daniel practices and watches Mixed Martial Arts (UFC and Connor MacGregor fan).

Where is Daniel from?

Things Daniel Enjoys About IFI

Daniel works with a great team of FP&A professionals on the FP&A/Planful side of the business.

  • Great leadership and mentorship
  • Flexibility
  • Unlimited potential to learn and grow.

This is how Daniel feels when he accomplishes something he has never done before:

We Hire Our Heroes

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At IFI Professionals, we’re honored to employ Veterans in our thriving accounting and financial planning managed services business that leverages modern cloud-based FinTech solutions including Sage Intacct, Salesforce and Planful. Whether you’re looking for more information on a career as a Sage Intacct, Planful or Salesforce consultant or customer success, or you’re already in the ecosystem and looking to grow your skills and experience, we’ve provided resources below to assist you.

IFI Professionals is proud to partner with the Hire Our Heroes program. Hire Our Heroes works to increase and improve job opportunities for veterans. By working with their world-class network, they are helping to match transitioning military members to jobs with military-friendly companies. We intend to be part of the solution in solving the most difficult challenges associated with veteran unemployment.

Health & Lifestyle

At IFI, we believe that a healthy mind and body go hand in hand. That’s why we actively support our team’s pursuit of lifelong learning, work-life balance, and overall well-being—not just in words, but through meaningful action.

One way we do this is by offering an Exercise Allowance—a flexible benefit that empowers employees to invest in their health in ways that suit them best. Whether it’s a favorite fitness routine or a brand-new activity, we encourage everyone to move, explore, and thrive.

Our team members take part in a wide range of wellness activities, including:


  • Mixed Martial Arts
  • Strength Training
  • Yoga
  • Running
  • Group Fitness Classes
  • Meditation

We celebrate the diversity of our wellness journeys—because staying active looks different for everyone. And yes, while we’re all about healthy lifestyles, we still love our carbs and pasta too!

At IFI, wellness isn’t a perk—it’s part of who we are.

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Play video

IFI Professionals
Holiday Celebration

Over the years, we have been very purposeful in creating an organization with a heart and a sense of community, where everyone is treated with dignity and respect. We’ve become a place where employees are listened to and where they feel connected, even though we are not in the same building.

We have gone to great lengths to make sure our employees have an opportunity to celebrate the holidays and connect with each other throughout the year, even though employees are in multiple time zones. The month of December is an especially exciting time for our employees. Each year, they receive a holiday gift box with personally wrapped gifts and each team opens their gifts together over Zoom. The experience brings forth a sense of childhood nostalgia, anticipating what surprises might be in each gift, and the excitement of celebrating the holidays with their friends and colleagues.

We hope you enjoy our holiday video that captures some of these special memories of togetherness and celebration.

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The IFI Employee Experience
HOW WE KEEP OUR SPIRIT OF TOGETHERNESS WHEN WE WORK 100% VIRTUALLY

As the summer months roll in, we embrace a delightful tradition that brings smiles to our employees' faces: leaving work two hours early every Friday. It's a simple yet meaningful gesture that demonstrates our dedication to work-life harmony. This initiative allows our team to savor the longer days, spend quality time with loved ones, or simply unwind and recharge for the weekend.

But here's the twist, we work in a 100% remote environment with employees in several states and time zones. While remote work offers flexibility, it can sometimes lead to a sense of isolation. However, we have welcomed and conquered the challenge by continuously finding innovative ways to foster team bonds and create a sense of camaraderie, even when miles apart.

During the Fall, we have our yearly Halloween event where employees dress in costumes and we have different types of activities. One year, we even got Jim (our Founder) and Paul (our Principal) to compete against each other virtually in an apple bobbing competition. You never know what we will do next.

In December, we celebrate big. Each employee receives a box full of personally wrapped gifts that they open over Zoom together with their team members. It is an exciting and highly anticipated time waiting to find out what surprises each package holds.

Every other month, we organize special activities that go beyond the mundane. These activities serve a dual purpose: they strengthen team bonds and provide a dash of fun for the workweek. We’ve had live musical performances where even our own team members performed, played Family Feud, had a Stand-Up comedian perform, learned how to decorate cookies and even how to paint. All of these events not only encourage employees to collaborate and think outside the box but also showcase our commitment to keeping the spirit of togetherness alive.

Who Are We?

Join the IFI Experience

At IFI, you're more than just an employee—you’re a valued individual. We believe in treating each other with dignity, respect, and genuine care. Our people-first culture is the foundation of everything we do.

A Culture of Creativity and Camaraderie

We’re a team of passionate, multi-talented individuals who bring their whole selves to work. Outside the office, you’ll find us:

  • Baking decadent desserts
  • Drawing, painting, and making jewelry
  • Singing and salsa dancing
  • Playing instruments or cheering on our favorite sports teams
  • Biking long distances or hiking challenging trails
  • Serving as foster parents and giving back to our communities

This creativity and energy infuse our workplace with a unique spirit of camaraderie and collaboration.

Growing Together

We thrive by working together, embracing change, and applying innovative solutions. Through collaboration and continuous learning, we build the skills needed to succeed in a dynamic environment.

We regularly host Team Building and Educational Events to sharpen our talents and strengthen our bonds. Whether we’re solving a Murder Mystery in San Clemente or cooking a meal together, we believe in learning through shared experiences.

Resilient and Connected

Even during the challenges of COVID, we found creative ways to stay connected and support one another. Our adaptability is one of our greatest strengths.

We Celebrate Each Other

From birthdays and baby showers to personal achievements, we celebrate life’s milestones together. We actively seek input from every team member and are always looking for ways to improve.

Big Freedom, Big Accountability

At IFI, we embrace a culture of “Big Freedom”—and with that comes “Big Accountability.” We challenge ourselves to grow, stretch, and explore what’s possible on the horizon.

Believe in the Experience We believe in our people, our product, and our purpose. By creating exceptional employee experiences, we naturally deliver exceptional experiences to our customers.



Ready to be part of something meaningful?

Explore our open positions and discover what it means to share the IFI experience.

Each member of our team is more than a number or “just” an employee: we’re uniquely human and treat each other with dignity and respect.

Our company fosters a spirit of camaraderie. We’re talented and creative and that transfers over into our organization’s culture. You’ll often find us baking luscious desserts, drawing, creating jewelry, singing, salsa dancing, playing an instrument, watching our favorite sports team, being foster parents, or challenging our bodies to reach new goals in physical achievements by biking longer distances or hiking more difficult trails.

By working collaboratively, developing solutions, adapting to change, and applying new technologies, we consistently develop key skill sets needed to maintain success in our environment.

As we continue our journey together, we hone our skills and talents with frequent Team Building and Educational Events.

We’ve been seen running around San Clemente with hats, fake mustaches, and a list of clues trying to figure out “Who Done It?” on our Murder Mystery Team Challenge.

We demonstrated our culinary talents and subsequently enjoyed the meal we made together.

Even throughout Covid, we’ve adapted and implemented new and creative ways of coming together and strengthening our bonds.

We celebrate personal milestones such as birthdays, delight in the arrival of a new baby, and are constantly soliciting input and thoughts on how to do things better. We value each other!

We hold ourselves accountable and with that comes “Big Freedom”, but also “Big Accountability” to constantly stretch ourselves and look ahead to see what’s possible on the horizon.

We believe in ourselves, our product, and our organization. We know that if we provide unique and incomparable employee experiences, it will equate to the same type of positive experience for our customers.

That’s what it means to share the IFI experience with us.

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Our values spell “LEAD”

And together we’re trailblazers in our business and community

L

Lead with
Solutions

We encourage our employees to take ownership by identifying solutions to problems.

E

Embrace
Change

Embrace opportunities to constantly grow and exceed expectations.

A

Act in
Collaboration

Collaboration is essential in almost all aspects of life and work.

It takes all of us working together to create and achieve something exceptional. We partner and build relationships of trust based on integrity and compassion with each other, our partners, our customers and our community.

D

Drive for
Excellence

Driving for excellence means being the best we can be and going above-and-beyond what is expected. Constantly strive to do better and be better.

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Community involvement

We’re proud to volunteer in our community where we actively seek out opportunities to have a positive impact and help those who are less fortunate. When Covid-19 struck, we had to come up with a more creative way of continuing our community outreach while protecting our employees and others from the virus. As an organization, we identified “3” key organizations who needed assistance. Each employee selects an organization that resonates with their personal values and IFI makes a monthly cash contribution on the behalf of the employee. This is our way of continuing to give back during a time of crisis. We look forward to the day when we can get back out in the field and volunteer with our local charities hands-on again.

Giving back to our communities, supporting those who are less fortunate, and protecting our environment are key initiatives for our organization. When someone joins us, we offer them a wide selection of charitable causes to choose from, for which the company will make a monthly contribution to the organization of their choice.

At IFI, we all have a personal stake in making the world a better place and are continually seeking new ways to achieve this goal.

Charities We Actively Support

We actively support the following charities every month,
on behalf of our employees.

  • Feed The Children
  • Grameen Foundation
  • Compassion
  • Entangled Whale Response Orange County

Things we like to do together to celebrate us!

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Happy Birthday, Charity!
2026

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Tasney and her skating team won Bronze!
2026

Bree

Happy Birthday, Bree!
2026

Lianne-11-Years-1

Happy 11th Year IFI Anniversary, Lianne!
2026

Erika

Happy 5th Year IFI Anniversary, Erika!
2026

DeAundra

Happy 7th Year IFI Anniversary, DeAundra!
2026

Seth

Happy Birthday, Seth!
2026

Sam-Coker

Welcome, Sam!
2026

Kirstin

Happy Birthday, Kirstin!
2026

Memorial-day

Happy Memorial Day!
2026

Misty

Happy Birthday, Misty!
2026

AAPI

Happy AAPI Month!
2026

img-yazan-bday

Happy Birthday, Yazan!
2026

Mental-Health-Awareness-Month

Cinco De Mayo
2026

IFI-Employee-Posts-1

Happy Birthday, Amy!
2026

IFI-Employee-Posts

Happy Birthday, Bonna!
2026

grant-bday

Happy Birthday, Grant!
2026

Swagat-1

Happy Birthday, Swagat!
2026

Heather

Happy 3rd Year IFI Anniversary, Heather!
2026

happy-birthday_cameron

Happy Birthday, Cameron!
2026

welcome_bonna

Wecome, Bonna!
2026

Wade

Happy 1st Year IFI Anniversary, Wade!
2026

Yuriy

Happy Birthday, Yuriy!
2026

Mark

Happy Birthday, Mark!
2026

Ramadan

Ramadan
2026

LNY

Happy Lunar New Year
2026

img-carousel-happy-birthday-bella

Happy Birthday, Bella!
2026

img-ezekiel-caorusel-birthday

Happy Birthday, Ezekiel!
2026

Misty

Happy 5th Year IFI Anniversary, Misty!
2026

Dylan

Happy 2rd Year IFI Anniversary, Dylan!
2026

February-2026

Black History Month
2026

-B-Day

Happy Birthday, Brian!
2026

Bree-Wedding

Bree Wedding
2025

Kwanzaa

Happy Kwanzaa!
2025

Kirstin

Happy 3rd Year IFI Anniversary, Kirstin!
2025

KRISTINA

Happy Birthday, Kristina!
2025

Heather

Happy Birthday, Heather!
2025

6

Happy Veterans Day!
2025

BREE-2

Happy 9th Year IFI Anniversary, Janelle!
2025

BREE-1

Happy Birthday, Lianne!
2025

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Pumpkin Carving Contest!
2025

Ezekiel

Happy 3rd Year IFI Anniversary, Ezekiel!
2025

Sara-1

Happy Birthday, Sara!
2025

Kyle-Birthday

Happy Birthday, Kyle!
2025

IFI-PROFESSIONALS-2-1

Happy 10th Year IFI Anniversary, Kristina!
2025

IFI-PROFESSIONALS-1

Happy 4th Year IFI Anniversary, Yazan!
2025

55-PM

Happy Birthday, Megan!
2025

IFI-PROFESSIONALS-2

Happy 2 year Anniversary, Kyle!
2025

img-carousel-cameron-6th-year-annviersary

Happy 6th Year IFI Anniversary, Cameron!
2025

JIM

Happy Birthday, Jim!
2025

BREE-1

Happy 5th Year IFI Anniversary, Derek!
2025

BREE

Happy 7th IFI Anniversary, Bree!
2025

IFI-PROFESSIONALS-1

Happy Birthday, Brian!
2025

Cheri

Happy 7th IFI Anniversary, Cheri!
2025

Happy-6th-IFI

Happy 6th IFI ANNIVERSARY!

IFI-PROFESSIONALS

Happy Birthday, Cheri!
2025

Were-celebrating-1

Happy 5th IFI Anniversary, Archie!
2025

Archie-birthday

Happy Birthday, Archie!
2025

paul-bday

Happy Birthday, Paul!
2025

img-janelle

Happy Birthday, Janelle!
2025

Were-celebrating

Happy Birthday, Derek!
2025

Charity-1

Happy Birthday, Dylan!
2025

Happy-2-Year-Anniversary-Bella

Happy 2nd IFI Anniversary, Bella!
2025

Amy

Happy 9th IFI Anniversary, Amy!
2025

Kreg

Happy Birthday, Kreg!
2025

Charity

Happy Birthday, Charity!
2025

img-carousel-Tasney

Happy 2nd IFI Anniversary, Tasney!
2025

img-carousel-deaundra-engagement

DeAundra Engagement
2025

Bree

Happy Birthday, Bree!
2025

img-carousel-juneteenth

Juneteenth Freedom Day
2025

Happy 10th IFI Anniversary, Lianne
2025

diana

Happy Birthday, Diana!
2025

raul

Happy Birthday, Raul!
2025

DeAundra

Happy 6th IFI Anniversary, DeAundra!
2025

seth-birthday

Happy Birthday, Seth!
2025

kirstin-birthday

Happy Birthday, Kirstin!
2025

happy-birthday-misty

Happy Birthday, Misty!
2025

ifi-11th-anniversary

IFI's 11th Anniversary!
2025

img-happy-bday-yazan

Happy Birthday, Yazan!
2025

HAPPY-1-Year

Happy 1st IFI Anniversary, Megan!
2025

Happy-Birthday-Amy

Happy Birthday, Amy!
2025

Happy-Birthday-Grant

Happy Birthday, Grant!
2025

Seth-Pearce

Welcome to IFI, Seth!
2025

img-brian

Happy 6th IFI Anniversary, Brian!
2025

img-happy-bday-ezekiel

Happy Birthday, Ezekiel!
2025

birthday-mark

Happy Birthday, Mark!
2025

to-our-amazing-employee-Lorna

Happy Birthday, Bella!
2025

to-The-Team

Happy 4th IFI Anniversary, Misty
2025

img-Dylan-2025

Happy 1st IFI Anniversary, Dylan
2025

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Black History Month Post

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Happy Chinese New Year
2025

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"Sirius" got into some serious trouble again
2025

Sara-4-years

Happy 4 Year IFI Anniversary, Sara
2025

IFI-Professionals-1

Happy 3 Year IFI Anniversary, Grant
2025

EEO
Statement

At IFI, we base all employment decisions on individual merit, qualifications, and experience. We are committed to fostering a workplace that is free from discrimination and harassment — one where every individual is treated with dignity and respect.

We do not discriminate based on race, religion, gender, gender identity or expression, sexual orientation, age, disability, medical condition (including genetic information), marital or domestic partner status, national origin or ancestry, veteran status, political affiliation, or any other characteristic protected by law.

We also prohibit discrimination based on perceived characteristics or association with individuals in any protected group. In compliance with applicable laws, we consider qualified applicants with criminal histories.

If you require a reasonable accommodation due to a disability or special need, please let us know — we’re committed to supporting you.

Career Opportunities - "All Opportunities Are Remote"

All of our career opportunities at IFI are remote. Some of the clear advantages of working remotely include cost savings (estimated at $7,000 per year), an enhanced work/life balance, and ditching the morning/afternoon commute! A remote work environment provides our employees with the ability to stay with relatives, support family or friends during an emergency, and simply be able to work from anywhere. We do remote so well, an employee that worked remotely with another company prior to IFI commented that their experience here has been completely different; they don’t feel like they are adrift at sea. However, while they commented that their employer did well within the remote work sphere, IFI does it much better.

Our employees communicate and collaborate seamlessly, without feeling like they are alone on an island. To achieve this, we utilize several applications that foster communication and teamwork within our organization, and we provide our employees with all the equipment necessary for a safe and productive workspace. These items along with our monthly team building and educational activities provides our employees with an exciting culture and team environment at IFI Professionals!

We Anticipate Additional New Career Opportunities That Are Not Posted Yet, But Will Be Available In The Next 30 Days

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