Accounting specialists dedicated to providing the industry’s premier financial managed services
We are Accounting, Operations, and Software industry veterans with public and private accounting expertise and experience providing outsourced accounting services and re-designing and configuring hundreds of Client software-based solutions.
IFI is a Southern California-based outsourced services firm. We guide and enable dynamic and growing companies that are challenged by poor visibility to gain control and insights to the information they need to operate their business.
The Finance and HR functions are the back-plane of any organization and these fields consume money and time that could have been better used for revenue-generating activities such as service delivery, product development, and sales and other key functions that differentiate the business.
Founder and CFO
Jim is a serial CFO and an experienced professional services leader with a unique insight to the operational and financial information design and flow of business.
He started his career as an auditor with Deloitte and transitioned into professional services for different companies and industries - specifically software and SaaS.
Jim spends his spare time with his young family – sports, hiking and camping.
Paul is a software industry vet with a passion for successfully providing software and services for Client success.
Paul started his career in the Australian Army Engineers where he earned his Degree in Computer Science.
He has started, re-started, rolled up, flipped and IPO-ed technology, software and SaaS startups and most recently did a stint with his longtime nemesis IBM Software when he was acquired.
Today, Paul’s work with his former CFO, and now partner, Jim has rekindled his passion of working with cloud software and services. Paul enjoys family, mountain biking, sailing and adventure travel to explore ancient civilizations.
“Through IFI, we are able to take an agile approach to the development of our systems, using resources that were quickly able to understand our business and provide expert guidance on implementation”
Cypress Creek Renewables
"Having the IFI team support our cloud accounting has been key to giving us the visibility and control we need to keep growing"
"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"
“Working with IFI to design and implement our modernized and automated back-office has improved our productivity and decision making.”
"The IFI team’s knowledge and expertise enabled us to smoothly transition to a powerful cloud accounting system"
“Our accounting and Salesforce automation continues to improve and provide us with the visibility and control we need”