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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
2. Free Diagnositc Review
3. Personalized Proposal
4. Catchup OR Cleanup
5. Integrate Your Systems
Step 6. On-Going Services
Built for individuals and teams.
Set at
$749/
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/
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
Built for individuals and teams.
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Additional Services for Teams & Companies:
- Payroll Management
- Accounts Recievable & Payable Management
- Budgeting & Cashflow Management
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?
Quarterly services are designed for businesses with a specific ceiling of complexity. The set price reflects that scope and is best suited for businesses operating below that threshold. In contrast, monthly services are scalable and offer significantly more hands-on support and ongoing financial management.
All of our clients’ financial data access points are protected with AES-256 encryption (bank-grade security). This ensures we have view-only access to your financial data in a secure and compliant way. We do use trusted third-party software, like QuickBooks and Dropbox, which have their own robust security protocols as well.
We offer 1099 filing services, but not personal or business tax returns—at least not yet. Our goal is to begin offering full tax services by 2026 under the IRS Enrolled Agent designation.
Bookkeeping is the engine behind accounting, the micro to the macro. Without excellent bookkeeping, there can be no meaningful accounting. That’s why we focus on it. Strong bookkeeping unlocks strategic insights and empowers long-term financial planning.