Call us today at (949)-556-3699
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.
"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"
“Our accounting and Salesforce automation continues to improve and provide us with the visibility and control we need”
“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
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
“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.”