Redefining bookkeeping & accounting services with tech & human touch.

Services built for solopreneurs & small teams.

Quickbooks
Stripe
Databox
GustoSquare

Our story is inspired by ikigai.

In Japanese culture, the word ikigai 生き甲斐 represents a broad concept meaning "life purpose" or "a reason for being." ikifi is a full-service bookkeeping agency inspired by this philosophy. Infusing a meaningful twist to financial services. 

We are on a misson to give money meaning.

We understand that every business was started with a unique vision in mind. Our services were developed to understand & leverage your "why." Providing financial data that actually matters ensuring your aligned for long-term success.

Designed & built around your goals.

Beautiful seeds take time to grow. We take all the time necessary to deeply understand you, and your business. Which then allows us to provide you with valuable financial insight backed by real-world data.

What makes our process unique?

Step 1. Discovery Session

Our journey together begins with a complimentary 45-minute intro video call. In this session we take the time to get aquianted, understand your goals & explore high-level financial info.

2. Free Diagnositc Review

If we both felt a strong connection, next we will request access to your financial accounting system, and begin our free, (yes it really is free!) diagnositic review & build a proposal.

3. Personalized Proposal

During a 30-min follow up call we will present the diagnostic review & proposal. If you want to move forward great! If not, we will still provide you the diagnostic review as a resource to tackle your books on your own.

4. Catchup OR Cleanup

Its extremely rare (and I mean rare) that books are in good order when we get our hands on them. So the first step in our engagement will be to get everything cleaned up from the past.

5. Integrate Your Systems

After everything is squeeky clean we will integrate all of your financial softwares & applications to your accounting system. This will allow for seamless bookkeeping & accounting management.

Step 6. On-Going Services

Now that your books are in pristine shape, the best part begins! Providing you with ongoing proactive financial services that will allow you to operate your business & life with more intention.

Built for individuals and teams.

Set at
$749/

quarter

Solopreneurs & Self-Employed

Criteria:

- Transaction Volume: <50
- Financial Accounts: 2 max
- Revenue: Below $100k

Access to:

- Quickbooks Online
- Milege IQ
- Estimated tax calculator

Services:

- Bookkeeping: Monthly  
- Reconciliations: Quarterly
- 1099 Contractors: W-9 reminders
- Reporting: Quarterly no analysis

Support

- Communication: Email

Taxes & Year-End

- Year-End Tax Reports
- Communication w/ Tax-Preparer: Email

Starting at $399/

month

Teams & Companies

Criteria:

- Transaction Volume: 50+
- Financial Accounts: 2 or more
- Revenue: Above $100k

Access to:

- Quickbooks Online  
- Databox financial dashboard
- Virtual strategy calls

Services:

- Bookkeeping: Weekly‍ 
- Reconciliation: Monthly
- 1099's: W-9's requests on behalf
- Reporting: Monthly with analysis

Support

- Communication: Phone & Text

Taxes & Year-End

- 1099 Filings: Included
- Year-End Tax Reports
- Communication w/ Tax-Preparer: Phone

Our pricing plans

Set at
$749
Billed per Quarter
Solopreneurs & Self-Employed
Starting at
$399
Billed per Month
Teams & Companies
Criteria
Transaction Volume by Month
<50
50
Number of Accounts (bank, card, loans)
<2
2
Revenue Per Year
Below $100k
$100k & above
Core Features
Softwares Included
Virtual Strategy Meetings
On-Going Support
Email & Text
Phone & Video
1099 Free Filing
Bookkeeping
Monthly
Weekly
Services
Bookkeeping
Monthly
Weekly
Reconciliations
Quarterly
Monthly
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Our Testimonials

Meet our founder.

Hey! My name is Jordan Weinstein. I believe money is the most powerful tool on earth. But like any tool, it can be used in empowering or destructive ways. ikifi was started in 2021 from my deep passion for financial education and entrepreneurship. I love helping others use money intentionally, and create incredible opportunities from implementing proactive financial systems & practices.

In my spare time I love cooking (eating), traveling, playing basketball, journaling & reading philosophy!

Do you still have questions?

Why are your quarterly services a set price & monthly not?

Quarterly services have a hyper specific ceiling in terms of business complexity. The set price is built to serve businesses below this ceiling. Whereas monthly services are scalable and provide much more hands-on support and services.

How is my financial information secure?

All of our client's financial data access points are AES-256 encrypted (bank grade-encryption). This allows us to have view-only access to financial data in a secure way. We do indeed use 3rd party software (QuickBooks, Dropbox etc.) that have their own security protocols as well.

Do you offer tax filing services?

We offer 1099 filing services, but no personal or business tax returns (yet). 2026 is the target to begin offering these services, under the IRS designation of Enrolled Agent status.

Bookkeeping vs Accounting?

Bookkeeping is the mechanism of accounting. It is the micro to the macro. There is no good accounting without excellent bookkeeping. That is why we focus on bookkeeping. It unleashes accounting strategy and long-term planning.