Professional services
Professional services
Comprehensive managed accounting and technology transformation services for marketing, engineering, consulting, and CPA firms. Understanding project accounting is key to visibility for running a marketing, accounting, consulting, or engineering services operation.
What we deliver
Professional services–specific information management designs and accounting experience — paperless, streamlined, and optimized information flows with modern technology for specialized and growing firms. In-depth know-how from delivering many client systems: automation for fixed fee, time and material, or hybrid invoicing; time and expense tracking; cost and revenue recognition when it does not follow billing; real-time project-level profitability; monthly closings, virtual controllership, reporting, dashboards, and outsourced systems management.
Who we serve
Information technology, engineering, marketing, consulting, and CPA firms — MSPs, IT services, software and SaaS companies, and contractors who need better visibility by outsourcing accounting and transformation to accountants who understand services delivery.
Client outcome
“Having the IFI Professionals team support our cloud accounting has been key to giving us the visibility and control we need to keep growing.” — Shannon Copeland, COO, Professional Services. (Confirm written consent before naming on www.)
Ready when you are
See how the pieces fit your team.
A short consultation and an honest answer on fit — before anyone signs anything.