Partnering With Us

We transformed from producing basic Income Statements & Balance Sheets and complex spreadsheets some 15 days after month-end to insightful Operational Management information reports & dashboards we use daily

Sage Intacct Accounting Program (SIAP)

Sage Intacct Accounting Program (SIAP)

For Firms needing help with the provisioning and onboarding for Sage Intacct as a Sage Intacct Authorized Service Provider (ASP).

Planful Financial Planning & Analysis (FP&A) as a Service Integration with Sage Intacct

Planful Financial Planning & Analysis (FP&A) as a Service Integration with Sage Intacct

For Firms needing help with the provisioning and onboarding for the Planful Enterprise Planning Management (EPM) integrated with Sage Intacct to deliver a single design for Financial Management.

Salesforce CRM for Order to Cash Integration with Sage Intacct

Salesforce CRM for Order to Cash Integration with Sage Intacct

For Firms needing help with provisioning and onboarding for Salesforce integrated with Sage Intacct to deliver a single design for Financial Management.

WE ARE ACCOUNTANTS THAT OPTIMIZE YOUR BACK-OFFICE FOR CONTINUOUS ACCOUNTING TRANSFORMATION

 

Modern Cloud Accounting Software

Modern Cloud Accounting

Jim French, Founder & CFO

Accounting Transformation Maturity Journey

  • Fully Connected Systems
  • Single-Point of Entry for Ops & Financial
  • Elimination of Traditional Close
  • Real-Time Analysis & Planning
IFI_Staircase

SUCCESS STORIES

  • “The IFI expertise in the commercial solar industry is demonstrated by the solutions that we have deployed together that cover Development, EPC and Maintenance & Operations. This included software systems for CRM, Project Planning & Project Management, Accounting, Planning and all of the project specific reporting related to investors and tax credits.”

    Jamie Kipke

    Darren Devine
    CFO

    Solar
  • “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

    Jaime Kipke
    CFO

    Construction

Contact Us

For general inquiries or recommendations regarding the financial operations of your business, talk to us.

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Our financial experts will get back to you as soon as we receive your message.

Contact Info

  • 23986 Aliso Creek, Suite 446
    Laguna Niguel, CA
    United States