Financial/REITs

We can automate and streamline your accounting processes and reduce costs with our outsourced accounting and technology transformation services.

Our accountants specialize in the most complex accounting and technology transformation services using sophisticated designs to help complex and growing firms achieve the efficiency and productivity required of their accounting, back-office and service delivery operations. We successfully provide outsourced bookkeeping, accounting, controllership and HR advisory services to our Clients by using advanced information management designs. With IFI by your side, your firm will reduce costs and improve productivity based on paperless, streamlined and optimized information flows and use of best-in-class cloud solutions configured to meet your dynamic, growing and rapidly changing financial services firm needs.

We provide outsourced accounting and technology transformation services to financial services firms including those specializing in:

Asset Management

Investment Management

Structured Tax Credits

Private Equity

Richard Campbell

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 at Parallax Capital Partners
Private Equity Firm

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Professional bookkeeping and technology transformation services for insulation, commercial solar, and other contractors.

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Comprehensive managed accounting and technology transformation services for marketing, engineering, consulting, and CPA firms.

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MSP's, IT Services, Software and SaaS companies can gain better visibility and control by outsourcing their accounting and technology transformation needs to us.

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