Software & Technology

IT Services, Software and SaaS companies can gain better visibility and control if their accounting, planning and CRM systems are all implemented and configured to harmonize for a Single Truth to deliver the reports and dashboards that allow the business to be run by the numbers.

Our financial experts specialize in SaaS, Software, Technology and Professional Services company accounting, back-office and CRM transformation services designed to help companies improve the efficiency and productivity of their accounting, back-office, product and service delivery operations. We offer tech industry 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 best-in-class SaaS solutions configured to meet your dynamic, growing and rapidly changing business needs.

Our industry focus means we've acquired in-depth know how and developed tech specific designs and best practices unmatched by the average accountant firm or consultants that are not also accountants. We also offer traditional bookkeeping solutions, such as monthly closing, virtual controllership, reporting and dashboards, outsourced systems management and support. Our specialized tech company accounting and bookkeeping services meet the unique financial and operational requirements of our industry, including invoicing and revenue recognition. Tracking your recurring costs to recurring revenue will ensure your subscription business is growing by the right metrics. We leverage project accounting for the professional services side of your business ensuring that the department is profitable on all projects. Leverage key KPIs such as MRR, ARR, and more ensuring the health of your business.

Our outsourced accounting managed services and business transformation services are available to tech companies including those specializing in:



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
Private Equity Firm

More Industries

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

Learn more

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

Learn more

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

Learn more