IFI Professionals

Our Director of Implementations, Kristina Costello - one of our Founders, Paul Van Den Berg & our Controller, Charity Hurt, CPA, attending Digital CPA in Denver. #DigitalCPA #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA CPA.com

Thank you for the lovely evening and delicious dinner, CPA.com! It was really nice spending time with your team and the folks from AICPA, BRC, Harbor Family Office Services, and Empower CFO LLC! 😊 #DCPA24 #DigitalCPA #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA Kristina Costello Paul Van Den Berg

Our team is attending #DCPA24! If you see one of us, please stop and say "Hi!" - Paul Van Den Berg, Charity Hurt, CPA and Kristina Costello #DigitalCPA #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA CPA.com

Please help us wish our awesome Senior Implementation Consultant, Kirstin, a very Happy 2 Year IFI Anniversary! 💐 Kirstin has spent the last 25+ years of her career working for software and technology companies, leading teams responsible for SaaS development, integration, and implementation projects and implementing solutions for companies large and small, across a wide range of industries. The software solutions include those developed by SAP, Sage Intacct, DHL, Parchment, and small, niche software companies, and span the supply chain and beyond, including Financial and ERP systems, Manufacturing and Distribution, Order Management, Inventory and Warehouse Management, Pricing and Revenue Management and EdTech. Her experience includes development and implementation projects with a variety of retailers, CPG and FMCG companies, and transportation and logistics companies, including Lowes, Safeway, Albertsons, Pepsi, Frito Lay, P&G, Canada Bread, DHL and LifeAid Beverage Co. Most recently, she led the Support and Services teams responsible for implementations of Inventory, Order Management and Warehouse Management for a Sage Intacct Marketplace Partner, QStock Inventory/MSA Systems. We are very fortunate to have Kirstin on the IFI Professionals Team! Not only is she talented, but she is a joy to work with! Here's to many more year at IFI, Kirstin! #IFI #IFIProfessionals #VirtualEmployer #RemoteJobs #BestRemoteEmployer #BestPlacesToWorkEmployer #GreatPlaceToWorkCertified #FortuneTop100SmallBusinessWorkplace #WereHiring #PhilanthropicCompany

How to manage job costs: A guide for construction firms via Sage: https://bit.ly/4e64LSi. "It’s a nice problem to have—$550bn of federal spend on infrastructure over the next 5 years alone, and not enough construction workers to deliver it. This ‘bonanza’ of work creates an exciting time for Small and Medium businesses (SMBs)—which make up 99.9% of US construction firms, according to the US Small Business Association. But with every opportunity comes a perfect storm of risks… Ongoing challenges include high inflation, increasing wage costs, and skills shortages. Combine that with price increases and multiple delays to project starts—and you’ve got a recipe for squeezed cash flow and margins, which can quickly turn profits into losses. The secret to keeping in profit? Managing job costs effectively. This guide from Sage will tell you how—and you’ll learn to protect your business at every stage of a project. What is job costing? Job costing involves working out all your direct and indirect spending, so you know the total cost of every job. It’s vital within construction—an industry which is often plagued by very low margins. Job costing enables SMBs to view and control costs to safeguard profit. With data about your real costs, you can price services appropriately—accommodating contingencies, and adjusting your operations over time to stay competitive. It sounds easy, but it’s not. Across the world there’s a rise in the number of construction firms becoming insolvent. The most common reasons for this include poor cash flow and financial management systems; lack of planning, late payments, and inefficient operations. So, here are all the top tips for managing job costs, maintaining cash flow, and protecting your business from risks." READ MORE HERE: https://bit.ly/4e64LSi 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]. #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA #RoboticProcessAutomation

Congratulations to our outstanding Accounting Implementation Specialist, Diana, on her 6 Year Anniversary with IFI Professionals! Diana's professional background has always been in Accounting. In the 90’s she started working at State of the Art doing technical support on an Accounting System MAS90. Sage Software acquired State of the Art soon after. She later moved into the research and development side of the company designing and building software. In 2015, Diana went back to work in Public Accounting. She says she loves working at IFI Professionals, as it is the best of both worlds. Diana is an absolute professionals and a pleasure to work with! Today we celebrate you, Diana! 😀 🎉 #IFI #IFIProfessionals #VirtualEmployer #RemoteJobs #BestRemoteEmployer #BestPlacesToWorkEmployer #GreatPlaceToWorkCertified #FortuneTop100SmallBusinessWorkplace #WereHiring #PhilanthropicCompany

What is dead stock inventory and how do you avoid it? Via Sage: https://bit.ly/3A7DTD2. "What is dead stock? Dead stock is any stored inventory you can’t sell immediately and likely won’t sell in the future. It’s also known as dead inventory or obsolete inventory. There are several reasons stock may go from profitable to problematic. For example, food or pharmaceutical products may go out of date, rendering them unsellable. Products may be out-of-season or obsolete, or they may be of lower quality than items from competitors. Any product you sell can become dead stock if it stops selling. As a result, dead stock isn’t limited to a specific industry or market vertical; instead, it’s a natural consequence of evolving consumer demand. Only unsold items count as dead stock. Products purchased and returned do not count toward dead stock totals. Examples of dead stock So what does dead stock look like? Here are 3 examples: 1) Based on demand forecasting, a grocery store chain purchases 5,000 units of locally-grown blueberries. While initial sales are steady, customer demand drops off faster than expected, and 500 units expire, rendering them unsellable. A clothing company stocks 1,000 winter coats, but the season is milder than expected. As a result, 300 coats are left in stock when spring arrives, rendering them unsellable until next winter—when customers will expect an updated version of the coat, not last year’s model." READ MORE HERE: https://bit.ly/3A7DTD2 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]. #DeadStockInventory #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA #RoboticProcessAutomation

Please help us wish our awesome IT Director, Brian, a very Happy 8 Year IFI Anniversary! 🏆 Brian is a US ARMY veteran, who has always loved working in IT. He's worked for HPE Reseller, Microsoft, Cisco, and Six Sigma, as well as for or at the following agencies; The Jewelry Exchange, IBS (GE/GXS Data Center), Money Mailer, Convergence Communications, Spherion (DisneyLand Network operations), and Enhanced Technologies. Beginning his IT career as a Help Desk Representative, Brian worked his way all the way up to IT Director! Not only is he talented, but he keeps all of connected. We love working with you Brian! Here's to many more years at IFI! 😀 #IFI #IFIProfessionals #VirtualEmployer #RemoteJobs #BestRemoteEmployer #BestPlacesToWorkEmployer #GreatPlaceToWorkCertified #FortuneTop100SmallBusinessWorkplace #WereHiring #PhilanthropicCompany

How to automate SaaS budgeting and FP&A with business budgeting software via Sage: https://bit.ly/4dmRrYC. "Automating SaaS budgeting and financial planning and analysis (FP&A) is essential for helping departments streamline processes and ensure accurate revenue projections. As a CFO, you’re not just managing finances, you’re driving growth and profitability. Let’s explore how you can leverage budgeting and FP&A automation software to enhance your SaaS budgeting and financial planning processes. The importance of collaboration in automation Adopting tools to automate SaaS budgeting and FP&A is a significant step that affects multiple aspects of your business. To ensure you can undertake that step, collaborating with key stakeholders is vital for anything affecting the budgeting process. This collaborative approach aligns with broader trends in finance leadership. In fact, Sage’s recent Secrets of Successful CFOS report reveals that finance leaders have seen a 30% increase in collaborations outside of finance over the last 15 years. Implementing business budgeting software impacts every team at your company, so even a positive change like automation needs to be discussed inclusively so that CFOs can break down any silos and make sure that automation initiatives align with business goals." READ MORE HERE: https://bit.ly/4dmRrYC 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]. #AutomateSaaSBudgeting #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA #RoboticProcessAutomation