Professional Services

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

Our financial experts specialize in professional services accounting and technology transformation services developed to help professional services firms improve the efficiency and productivity of their accounting and back-office. We offer professional services specific information management designs and accounting experience. With IFI by your side, your firm will reduce costs and improve productivity resulting from paperless, streamlined and optimized information flows and the use of modern technology designed to meet your specialized and growing business needs.

The culmination of delivering many client systems means we have in-depth know how and professional services specific designs and best practices unmatched by the average accountant or technology consultant. We also provide specialized accounting and bookkeeping services to achieve the financial and operational needs of a Professional Services Firm including - automation of your invoice process whether you invoice on a fixed fee, time and material or even a hybrid basis. Automated time and expense tracking to eliminate delays in invoicing due to processing delays. Streamline the cost and revenue recognition even when it does not follow your billing process. Through automation gain real-time and accurate project level profitability to protect profit margins. We also offer other traditional bookkeeping solutions, such as monthly closings, virtual controller, reporting and dashboards and outsourced systems management and support.

Our outsourced accounting managed services and technology transformation services are available to Professional Services firms including those specializing in:

Information Technology




CPA Firms

Shannon Copeland

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
Professional Services (Marketing)

More Industries

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

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

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