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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 over three 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
- Categorize all financial data
- Financial statements for tax prep
- Ongoing categorizations
- Reconciliaton of financial data
- Maintenance of sales & expenses
- Trends & anlaysis
- Integrating revenue & expenses
- Managing software automation
- Setting up 3rd party applications
- Maximizing human/tech systems
- Utilize our backend systems for you
- Share insights on new integrations
- Creat implementation plan
- Build out financial automation
- Maximize deductions to save taxes
- Plan out cash flow
- Anaylze trends & financial reports
- Strategic meetings for growth
Our Pricing
50 > total transactions per month
2 > financial accounts
Financial reports 12x a year.
Financial dashboard
Text, call & video support
1 hour monthly strategy call
Investment starting per month @
< 50 total transactions per month
< 2 financial accounts
Financial reports 4x a year.
Email support
Loom quarterly strategy overview
Investment starting per quarter @
<1 or 1 > year of financial data
Quickbooks or Xero account
Fixing & cleaning up past financial errors
Investment @
Based in Denver Colorado
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