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Bookkeeping services for solopreneurs
& independent owners.
Being an entrepreneur is hard! BUT so fulfilling! Not only do you need an idea. You must then have the courage to create it into reality. And on top of that, you have to be profitable. Phew!
So, how do you balance your purpose (aka your WHY) with profit?
Well, you don't. We believe it's not about balancing but UNITING the two aspects together. Profit and purpose are not mutually exclusive!
IkiFi (ee-key-f-eye) is a bookkeeping firm built to serve entrepreneurs with varying different purposes. From lifestyle driven 🌴 to impact focused🌟. Our services are here to help you on your entrepreneruial journey & make you money along the way!
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Empowering YOUR business, through intentional financial solutions.
Hey there! My name is Jordan (yes thats me below) & I am the founder/lead operator of ikiFi.
What began as a bookkeeping business in 2021, driven to bring financial solutions & education to small business owners grew into something more...
A purpose to empower fulfillment. Using the power of money as a tool to live aligned with your goals & visions.
With 4 years of serving clients, we are now building a bookkeeping business focused on helping entreprenuers make better financial decisions, and build thriving businesses!
Rooted in tried & true financial principles, focused on long-term results.
Unleashing your financial potential, leveraging YOUR unique purpose in business & life.
Focusing on the future, driven by the pursuit of creating positive opportunities for you & others.
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Step 1.
DISCOVER.
We will begin by getting to know one another. Discussing your short and longterm financial goals. This will occur in a 45 min discovery call.
Step 2.
REVIEW.
Once aquainted, we will conduct a complimentary diagnosis review of your financial standing and holistically anaylze your systems based on everything learned above.
Step 3.
BUILD.
Next, we will present our personalized proposal, along with our diagnosis review. Once you agree to the services, we will begin cleaning up your books & building your NEW bookkeeping systems.
Step 4.
MANAGE.
Lastly, you will then have the option to move forward with ongoing services, either monthly or quarterly, where we can conintue to support your business.
A Glance at Our Services
- Setup your accounting software
- Update historical financial data
- Organize Chart of Accounts
- Clean financial data
- Ongoing categorizations
- Reconciliaton of financial data
- Maintenance of sales & expenses
- Track W-9's & 1099's
- Integrating sales & expenses
- Managing software automation (ie. Stripe, Square, Gusto etc.)
- Keeping all systems reconciled
- Year-end tax ready financials
- 1099 filing on your behalf
- Quarterly tax estimations
- Communication with tax preparer
- Maximize deductions to save $$
- Plan out cash flow
- Anaylze trends & financial reports
- Strategic meetings for growth
Our Pricing
A weekly plan built for goal oriented clients, with INCREDIBLE financial data.
100> transactions a month
4> financial accounts
2+ active loans
3+ employee payroll processing
Weekly KPI dashboard
Interactive monthly financial reports
60 min monthly strategy meeting
10+ free 1099 filing
Video support
A monthly plan built for proactive clients, with valueable finanical data.
1 - 100 transactions a month
2-4 financial accounts
1-2 active loans
1-3 employee payroll processing
Basic monthly financial reports
60 min quarterly review meeting
Up to 10 free 1099 filing
Phone/Loom support
A quarterly plan built for tax focused clients, with limited financial data.
<50 transactions per month
<2 financial accounts
0 active loans
Basic quarterly financial reports
Up to 3 free 1099 filing
Email/Text Support
Additional Services: (applicable only to Core & Growth Plan):
✦ Accounts Recievable Management ✦ Accounts Payable Management ✦ Budgeting & Forecasting
Based in Denver Colorado
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