IFI Professionals

Gartner Says Finance Leaders Should Factor Change Fatigue into Project Planning: https://gtnr.it/3TuHnFa. "Finance employees are facing unprecedented levels of change and are becoming increasingly fatigued by it, creating a business risk that can drive down employee performance, according to Gartner, Inc. “Change fatigued employees exhibit much lower intent to stay, responsiveness and discretionary effort, among other negative outcomes” said Hilary Richards, vice president analyst in the Gartner Finance practice. “When considering change fatigue in their functions, finance leaders tend to fixate on the number of changes an employee is experiencing which is only part of the story.” Richards is presenting on reducing change fatigue in finance employees at the Gartner CFO & Finance Executive Conference taking place here today." READ MORE HERE: https://gtnr.it/3TuHnFa 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 info@IFIprofessionals.com. #ProjectPlanning #FinanceLeaders #ChangeFatigue #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA #RoboticProcessAutomation

Happy 4 Year IFI Anniversary to our amazing Sales Administrator, Sara! 🌹💐 Sara has been an integral part of the company, excelling at moving the sales process along smoothly while handling all administrative tasks and assignments with precision. With a keen eye for detail and a talent for streamlining processes, Sara fosters strong relationships with clients and colleagues alike. Sara is responsible for bridging the gap between sales and services, managing onboarding tasks and maintaining a close relationship with the client all the way through the sales process, to when they are live. We're so grateful to have Sara on the IFI Professionals Team! #IFI #IFIProfessionals #VirtualEmployer #RemoteJobs #BestRemoteEmployer #BestPlacesToWorkEmployer #GreatPlaceToWorkCertified #FortuneTop100SmallBusinessWorkplace #WereHiring #PhilanthropicCompany

Happy 3 Year IFI Anniversary to our awesome Business Development Specialist, Grant! 🎉 Grant's specialty is transforming medium-sized companies into large, data-driven entities. With a focus on strategic financial planning, CRM optimization, and advanced accounting software, he drives business growth and market expansion. Grant's approach blends in-depth financial analysis with innovative CRM and accounting solutions, empowering businesses to scale efficiently and sustainably. Throughout his career, Grant has been dedicated to supporting clients, both existing and new, by identifying and implementing the best practices in financial and CRM systems. His strategic insight and hands-on experience have consistently led to enhanced business performance and long-term success. Grant's passion for technology and business transformation is evident in every project he undertakes. By leveraging cutting-edge financial and CRM technologies, he helps organizations unlock their full potential and achieve their business objectives. We are very fortunate to have Grant on the IFI Professionals Team! #IFI #IFIProfessionals #VirtualEmployer #RemoteJobs #BestRemoteEmployer #BestPlacesToWorkEmployer #GreatPlaceToWorkCertified #FortuneTop100SmallBusinessWorkplace #WereHiring #PhilanthropicCompany

Best Practices for Streamlining Year-End Nonprofit Financial Reporting via Sage: https://bit.ly/3wIhWZs. "It is more important than ever before for nonprofit finance leaders to monitor the financial health of their organizations and demonstrate sustainability and stewardship to funders. Today, donors scrutinize financial reports and expect transparency. Board members and executives require more timely insights for decision-making. Compliance with federal regulations and donor restrictions also demands accurate financial reporting accountability. Although nonprofit financial reporting is critical to your organization’s success, it can be extremely time-consuming and full of manual processes. The good news is that cloud-based automation can transform the efficiency of your reporting. Sage Intacct helps organizations reduce the time required to close their books by up to 79%. In this article, we will share what nonprofit financial professionals find tedious or challenging about financial reporting. Will also explore how organizations are improving their reporting processes with automation. How to close the books faster and get back to your mission: The Sage 2023 Close the Books Survey asked more than 1,000 finance professionals around the world—CFOs, VPs, directors, controllers, and more—to share their experiences and insights about how their organizations close the books. On average, organizations spend between six to eight days closing their books each period. That’s equal to 90 days a year. That’s roughly 25% of the finance team’s time, spent on month-end and year-end reporting!" READ MORE HERE: https://bit.ly/3wIhWZs 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 info@IFIprofessionals.com. #NonProfitFinancialReporting #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA #RoboticProcessAutomation

🎉 Happy New Year! 🎉 As we step into 2025, let's embrace new beginnings, fresh opportunities, and endless possibilities! 🌟 Whether it's setting goals, making memories, or simply enjoying time with loved ones, here's to an unforgettable year! 🥳✨

Learn More About The Continuous Planning Journey & It's Timeline: https://bit.ly/48HIWpw "The IFI team helped move us to continuous planning in the cloud so we could benefit from: - Now our Planning & Budgeting is continuous due to automation and system design alignment - We now have timely rolling budgeting and planning data by removing delays in Operational information flow and the Accounting Close - Before our Accounting & Planning software was setup in a simplistic way that did not reflect or automate the complexity of our business - By maintaining a single-source of truth for our entire business our Financial & Operational Reports allow us to run our business by the numbers We transformed from using complex spreadsheets for basic budgeting, forecasting, and planning with integrity and timeliness challenges to a valuable planning services provider to our exec team and the business units." IFI Professionals is a team of accounting and digital transformation experts. If we can help you, even if it's just to answer a question, please contact us anytime at (949) 556-3699 or info@IFIprofessionals.com. #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA #RoboticProcessAutomation

From the IFI Professionals Blog, How Can Accounting Workflows Be Tailored To Fit Your Business? https://bit.ly/3B00IDc. "As part of implementing the Sage Intacct product, we have the option to configure and implement basic applications such as accounts payable and accounts receivable. When I say basic, I mean we can set up simple close that mirror products, like QuickBooks, Xero and other accounting softwares. These simple close are used to book a sale or a purchase and require the user to select a General Ledger account on each transaction." READ MORE HERE: https://bit.ly/3B00IDc 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 info@IFIprofessionals.com. #AccountingWorkflows #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA #RoboticProcessAutomation

Boost your revenue forecasting: tips and tricks for SaaS CFOs via Sage: https://bit.ly/3MfdG8a. “Are you struggling to increase revenue for your SaaS business? Accurate forecasting is imperative for maximizing your profitability and cash flow. It helps you understand how your recurring revenue contributes to your company’s financial health and enables you to manage growth and customer retention more effectively. And that’s only the start. In this blog, we dive into the world of SaaS revenue forecasting, leaving no stone unturned. We’ll set the stage by discussing the role of recurring revenue in your company’s ongoing success, and explore strategies to increase it. Then we’ll highlight key metrics that you should monitor for profitable forecasting. Along the way, we’ll also explain how cloud technology optimizes SaaS forecasting for finance leaders. Let’s dig in." READ MORE HERE: https://bit.ly/3MfdG8a 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 info@IFIprofessionals.com. #RevenueForecasting #SaaSCFO #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA #RoboticProcessAutomation

Happy Hanukkah to you and your loved ones! 🕯️

Wishing you all a very Merry Christmas! 🎅 🎄 🎁 ☃️