IFI Professionals

10/05/2026

🎉 We’re a Great Place To Work — Again! 🎉
We’re excited and proud to share that IFI Professionals has been named a Great Place To Work® for the 6th year in a row! 🙌

While the recognition is something we’re proud of, what makes it truly meaningful is the people behind it.

At IFI, we believe a great workplace is built on respect, trust, collaboration, flexibility, and genuinely caring about the people you work alongside. Our team brings their talents, ideas, personalities, and experiences to work every day — and that’s what makes IFI the company it is.

Six years of being recognized as a Great Place To Work is a reflection of the culture our employees help create every day. ❤️

Thank you to our incredible IFI Team for making this possible — and for making IFI a great place to work!

10/05/2026

Progress billing: Definition, benefits, and how to implement via Sage: https://tinyurl.com/yvyv2vvc. "If you’ve ever worked on a project that takes weeks—or even months—you know the waiting game can be brutal. You put in the hours, deliver results, but can’t bill until everything is wrapped up. Meanwhile, cash flow gets tighter, and managing expenses feels like juggling fire.

That’s where progress billing can help.

Instead of waiting until the very end, this method lets you invoice your clients as portions of the project are completed. It’s like breaking one giant invoice into smaller, manageable chunks—keeping your revenue steady and your clients informed.

In this guide, we’ll break down the progress billing meaning, show you which industries rely on it most, and walk you through how to implement it smoothly." READ MORE HERE: https://tinyurl.com/yvyv2vvc

IFI is a team of accounting, planning & CRM FinTech professionals. We help complex customers implement advanced integrated back-office systems that deliver business insights. If we can help you, please contact us at (949) 556-3699 or [email protected].

Explore what progress billing is and which industries rely on it most. Discover how progress billing works and how to implement it smoothly in your law firm.

10/05/2026

🎉 Happy 7-Year Anniversary, Cameron! 🎉
Please join us in celebrating Cameron, Accounting Associate, on 7 wonderful years with IFI Professionals!

Cameron is a California native who has a passion for accounting and being part of the IFI team.

Outside of work, Cameron enjoys working out, discovering new movies, bike riding, listening to music, and playing with electronics. 🚴‍♂️🎬🎶

Cameron, thank you for your dedication, enthusiasm, and all you contribute to IFI Professionals. We’re grateful to have you on the team and look forward to celebrating many more milestones with you!

Happy 7 years, Cameron! 🥳👏

10/02/2026

🎀 October is Breast Cancer Awareness Month
This month, we’re joining millions of people in raising awareness about breast cancer and the importance of taking care of your health.

Breast cancer can affect people from all walks of life. Early detection can make a meaningful difference, so we encourage everyone to talk with their healthcare provider about recommended screenings and to be familiar with their own health history.

💗 Take time to prioritize your health.
💗 Schedule recommended screenings.
💗 Encourage the women you care about to do the same.
💗 Support those who are currently facing breast cancer and those who have been affected by it.

Together, we can help raise awareness, encourage early detection, and support better health for our communities.

Breast Cancer Awareness Month | October 🎀

10/01/2026

How to Scale a Sales Team in One Quarter: Top Tips via Salesforce: https://tinyurl.com/3uddx2z9. "You didn’t start your business to spend afternoons chasing down cold leads or stitching together status updates from different spreadsheets. You saw an opportunity, and you were bold enough to go after it. So if you’re spending more time on selling than being a business owner, maybe its time to scale sales.

If you want to scale your sales team in a single quarter, you need a system that handles the routine so your people can focus on building relationships. This guide walks you through the practical steps to grow a sales team — without burning out the one you already have.

Build a sales process your whole team can follow
Before you scale, you need a repeatable process. If every rep is doing their own thing — different follow-up timelines, different email templates, different ways of logging calls — you can’t identify what’s working or fix what isn’t. A documented sales process is your foundation." READ MORE HERE: https://tinyurl.com/3uddx2z9

IFI is a team of accounting, planning & CRM FinTech professionals. We help complex customers implement advanced integrated back-office systems that deliver business insights. If we can help you, please contact us at (949) 556-3699 or [email protected].

09/28/2026

🎉 Happy 6-Year IFI Anniversary, Derek! 🎉
Today we’re celebrating Derek, IFI Professionals’ FP&A Manager, and six years of being an important part of the IFI team!

Derek joined IFI in September 2021, bringing with him more than 17 years of experience in financial planning and analysis, including operational budgeting, forecasting, financial modeling, and analytics.

Throughout his career, Derek has worked with a variety of organizations, from growing online retail companies to large national organizations. He has led teams, developed financial and metric reporting systems, studied market trends, and helped organizations turn financial data into meaningful insights.

His experience also includes leading the implementation of Planful, a cloud-based EPM platform for forecasting, modeling, and financial reporting, as well as eight years in various FP&A roles at Equifax in Atlanta.

We’re grateful for the knowledge, experience, and thoughtful perspective Derek brings to IFI every day. Thank you for six great years, Derek!

Happy 6-Year Anniversary! We’re glad you’re part of the IFI Professionals team! 👏🎉

09/28/2026

Welcome Liberty!
🎉 Please join us in welcoming Liberty to the OVS team! 🎉
Liberty joined OVS as the new Client Operations Coordinator!

With a background in accounting and financial operations, Liberty brings a passion for organization, problem-solving, and improving processes to her new role at OVS. We’re excited to have her experience and thoughtful approach as part of our growing team.

Outside of work, Liberty enjoys spending time with her family, staying active, and tackling home projects. She loves slow, relaxing mornings, family movie nights, and finding new ways to stay organized—both at work and at home. ❤️

Welcome to OVS, Liberty! We’re so happy to have you on the team and look forward to all that you’ll bring to OVS and our clients!

09/28/2026

🎉 Happy 8-Year IFI Anniversary, Dee! 🎉
Today we’re celebrating Dee, IFI Professionals’ Human Resources Manager, and 8 incredible years with the IFI team! 💙

Dee brings a true passion for people to everything she does—from building a strong, positive workplace culture to making sure IFI’s employees feel appreciated and valued. Her extensive HR experience, SPHR certification, and commitment to professional development make her an invaluable part of the IFI family.

But Dee’s passion for people extends far beyond the workplace. She has volunteered with abused and neglected children, led fundraising efforts for important causes, supported local schools, and even spearheaded a coastal cleanup initiative that helped reduce cigarette litter along Southern California beaches. 🌊💚

And when she’s not making a difference at IFI, you might find Dee kayaking, rafting, swimming, gardening, tackling a DIY project, cooking up something delicious—or enjoying a fast ride at an amusement park! 🎢

Dee, thank you for 8 years of leadership, heart, dedication, and genuine care for others. We’re so grateful to have you on the IFI team!

💙 Happy 8-Year Anniversary, Dee! Here’s to many more! 🥳

09/25/2026

Family office financial reporting via Sage: https://tinyurl.com/546hm6w3. "If you run a family office (or support one), you already know the complexity of this task. The family’s wealth is not sitting neatly in a single brokerage account with one set of statements.

Instead, it’s spread across entities, custodians, operating businesses, real estate, and alternative investments.

That setup can work well day to day, until you need to roll everything up into one set of numbers you can trust.

This is where spreadsheet-based consolidation starts to reach its limits. Spreadsheets are flexible but also fragile. One broken link, one copy-and-paste mistake, or one outdated valuation can turn reporting into a monthly fire drill instead of a decision-making tool.

To move beyond these limitations, family office reporting requires a more deliberate and reliable approach to data consolidation that produces a reliable, secure source of truth." READ MORE HERE: https://tinyurl.com/546hm6w3

IFI is a team of accounting, planning & CRM FinTech professionals. We help complex customers implement advanced integrated back-office systems that deliver business insights. If we can help you, please contact us at (949) 556-3699 or [email protected].

09/24/2026

🎉 Celebrating 8 Years with IFI! 🎉
Please join us in celebrating Bree, IFI Staff Accountant, on her 8-year anniversary with IFI Professionals! 👏

Since joining the IFI team in September 2018, Bree has been a valued part of our organization, bringing more than 15 years of finance experience, a strong attention to detail, and a commitment to providing excellent service to both her team and our clients.

Bree is known for her efficiency, consistency, and ability to stay focused and positive in a fast-paced, deadline-driven environment. Whether she’s handling account reconciliations, payables and receivables, tracking payments, or helping resolve billing questions, she’s someone her teammates can rely on.

But what makes Bree especially memorable is the enthusiasm and great attitude she brings to everything she does. We appreciate not only her professional expertise, but also the personality, energy, and dedication she brings to the IFI family.

Bree, congratulations on 8 wonderful years with IFI! 🥳 We’re grateful for all you’ve contributed over the years and look forward to celebrating many more milestones with you!

❤️ Happy 8-Year IFI Anniversary, Bree!