Industries - Orange County, CA

Call us today at (949)-556-3699

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

Professional Services

Understanding project accounting is key to visibility for running a Marketing, Accounting, Consulting, or Engineering services operation.

Software & Technology

As Professional Services and SaaS software providers we understand Services and Software company accounting and operations visibility.

Financial/REITs

For complex financial transaction workflow and structures our multi-dimensional accounting design ensures efficiency.

Our financial experts specialize in Construction and Real Estate accounting and technology transformation services developed to help construction firms improve the efficiency and productivity of their accounting, back-office and field operations.

SOLAR & RENEWABLE ENERGIES

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

Your industry-leading team of financial specialists

IFI Professionals is made up of certified accountants who know your business and its distinct financial struggles inside and out. We employ over 100 years of public and private accounting, operations and software experience, and cloud accounting design to help you evaluate the maturity of your financial operations. We help you re-design and orchestrate the financial and operations information of your business using our standard methodology optimized for dynamic and growing businesses.

Client Testimonial

Bringing agile FinOps expertise to our construction 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.

Jamie Kipke
CFO
Construction

Driving greater efficiencies with accounting automation for our non-profit

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.

Tola Sanni
CFO
Not For Profit

Improved Visibility and Efficiency

“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”

Richard Campbell
CFO
Private Equity Firm

All-out support and assistance

"Having the IFI team support our cloud accounting has been key to giving us the visibility and control we need to keep growing"

Shannon Copeland
COO
Professional Services (Marketing)

Industry knowledge and expertise

"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"

Jim FitzGibbons
CFO
Software

Automated processes

“Our accounting and Salesforce automation continues to improve and provide us with the visibility and control we need”

Brent Lloyd
VP
Software

Enhanced processes

“Working with IFI to design and implement our modernized and automated back-office has improved our productivity and decision making.”

Ali Diba
President
Software & Services

Expert recommendations

“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”

Jon Buttles
Partner
Construction (Reanewable Energy)

Insulation Contractor expertise

“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.”