Financial Services

Reliable Financial Services Built for Scaling Your Business

At Resourcifi, we act as your extended finance team, offering end-to-end financial services tailored to your business. Whether you're preparing for fundraising or simply tired of disconnected tools, we help you bring order and control to your financial operations.

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Tired of Chasing Receipts and Cleaning Up Spreadsheets?

If disconnected tools, missed deadlines, and tax-time stress are becoming the norm, it’s time for you to streamline. At Resourcifi, we take the pressure off your internal team with reliable, US-compliant financial services tailored to your requirements.

From daily bookkeeping and multi-state payroll to reconciliations, investor reporting, and audit-ready tax filings, we cover it all. Run your numbers like a pro, without building a finance department from scratch.

Share Your Requirements

    End-to-End Financial Services
    That Scale With You

    Bookkeeping & Reconciliation

    We maintain accurate financial records, reconcile transactions, and organize your general ledger, so you’re never left second-guessing your numbers.

    Payroll & Benefits Administration

    Our team manages payroll processing, tax withholdings, and employee benefits with full compliance across federal, state, and local regulations.

    Tax Filing & Audit Support

    From quarterly tax prep to annual filings and audit readiness, we take the stress out of compliance and keep you ahead of deadlines.

    Financial Reporting

    Get real-time visibility into your cash flow, P&L, and balance sheets with clean, investor-ready reports and customized dashboards.

    Virtual CFO & Advisory

    Need more than just number crunching? We offer virtual CFO support to guide forecasting, budgeting, fundraising, and board-level planning.

    Process Optimization

    We work inside your ecosystem (securely) and streamline workflows to match your business ops.

    Simplify Finance.
    Amplify Growth.

    At Resourcifi, we help businesses streamline their financial
    operations so they can focus on scaling, not spreadsheets.

    Book your free trial

    Why Choose Resourcifi for Financial Services?

    Proven Finance Expertise

    With over a decade of experience, we support businesses with bookkeeping, payroll, tax filings, and reporting, helping clients stay compliant and financially confident.

    Seamless Integration

    We work within your preferred finance stack, QuickBooks, NetSuite, Gusto, Stripe, Bill.com, and more to ensure smooth, accurate, and efficient financial workflows.

    Process-Driven Efficiency

    From reconciliations to month-end closes, our team follows streamlined, best-practice-driven processes that reduce errors and accelerate turnaround times.

    Transparent Communication

    We provide regular updates, collaborate in your tools, and adapt to your processes, so you’re always in the loop without micromanaging.

    US-Enforceable Contracts

    All agreements are backed by US-enforceable terms, ensuring full IP protection, data security, and clear accountability.

    Enterprise-Grade Security

    Your financial data is protected by robust protocols, including SOC 2, IRS compliance, and end-to-end encryption, so you never have to worry about risk exposure.

    Our 6-Step Financial Services Onboarding Process

    At Resourcifi, we follow a structured, efficient approach to integrate financial experts into your operations, so you get seamless support with zero disruption.

    Book a free consultation

    • Discovery & Scope Definition

      We start by understanding your current financial setup, pain points, and goals, whether it’s bookkeeping, payroll, tax prep, or reporting. This helps us define the scope, timelines, and compliance needs upfront.

    • Expert Matching

      Based on your needs, we assign specialists with relevant industry experience and tool proficiency (QuickBooks, Gusto, NetSuite, etc.), ensuring the right expertise from day one.

    • Onboarding & Workflow Integration

      We align with your team on reporting formats, access protocols, deadlines, and preferred tools to ensure smooth handovers and clear communication from the start.

    • Service Execution & Daily Operations

      From reconciliations and payroll runs to tax form prep and financial dashboards, our team executes daily tasks with precision, keeping your finance function clean and compliant.

    • Quality Checks & Compliance Monitoring

      We perform regular audits, track key deliverables, and ensure accuracy across every process, while monitoring for compliance with federal and state regulations.

    • Reporting & Scalable Support Planning

      You receive timely reports, monthly financial insights, and compliance updates. As your needs grow, we help you scale support across services or markets, without hiring in-house.

    Awards & Certifications

    Since 2009, we've built trust by catering to our clients' unique needs and exceeding expectations. Our dedicated team has undergone rigorous training and obtained various certifications, assuring that your concerns are addressed with professionalism and expertise.

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    Resourcifi in the Spotlight

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    Hear It from Our Clients

    Trust and Satisfaction in Every Word

    Sam Ziaripour

    Once we got engaged with Resourcifi, they helped us not only design the application but also start creating wireframes. Then we got into hitting milestones, and once we started working with them, we were thoroughly happy

    Sam Ziaripour

    Founder and CEO, Blindspots

    Rick Stahl

    I would highly recommend them. I thought they did a terrific job—it was as if we had people in-house working with us. We were having morning meetings on a daily basis, Monday through Friday, where we would review

    Rick Stahl

    CEO, H-BAR C Ranchwear

    Christopher Dietrich

    They were excellent to work with and stayed in constant communication throughout the project. They met with me weekly to give me project updates, were very responsive to emails, and worked everything around my schedule. They delivered the final product on time.

    Christopher Dietrich

    Founder and CEO, HART

    Mitchell Clauser

    Their work’s been great. The communication between us and Resourcifi has all been great. I’ve got to say that I’d recommend it (Resourcifi) to anybody and everybody who has any kind of tech needs.

    Mitchell Clauser

    Coordinator Marketing, Revenue Media Group

    Chris Cote

    Last year we hired Resourcifi to develop a mobile application web application and the process went smoothly. The staff was very attentive and the product that came out of that project was exactly what we were hoping for so this year

    Chris Cote

    President at Scentco

    Rick Buffington

    I am the owner of Shoprocket here in Tennessee, United States. I just wanted to give a shout-out to Resourcifi and tell you that they have been amazing for the past six months. When we started with them, we went from

    Rick Buffington

    CEO, Shoprocket LLC

    Jesse Lo Ré

    I’m the founder and CEO of e-coalition LLC, and we are an environmental organization that produces eco-friendly bracelets and organic jewelry. We’re building a global brand and brought Resourcifi in to help with

    Jesse Lo Ré

    Founder and CEO at e-coalition

    Sam Ziaripour
    Rick Stahl
    Christopher Dietrich
    Mitchell Clauser
    Chris Cote
    Rick Buffington
    Jesse Lo Ré

    Exceptional Client Reviews on Clutch

    4.9 Powered by
    • 5.0
    • Jul 16, 2024
    Mobile App Development for Home Services Company

    "We appreciated their amazing communication."


    Client Feedback:

    Resourcifi Inc. delivered seamless, well-performing solutions that allowed users to effortlessly find and book cleaning services. The team delivered on time and was highly receptive to feedback throughout. Above all, the client praised the team's exceptional communication skills.


    Jorge De la Concha
    CEO, NextGen Living LLC
    • 5.0
    • Jun 24, 2023
    Mobile App Development for Logistics Services Firm

    "Their staff displayed strong technical proficiency and a forward-thinking attitude."


    Client Feedback:

    Resourcifi Inc. successfully delivered the product, which helped the client make more informed decisions, reduce errors, and enhance their efficiency. The team delivered everything on schedule, addressing all issues and requests professionally. Their resources truly understood the client's needs.


    Chad Rubner
    CEO, Express Logistics, Inc
    • 5.0
    • Jun 18, 2023
    Custom Web Dev & Design for Wellness & Fitness Company

    "What impressed us most about Resourcifi Inc. was their commitment to understanding our industry."


    Client Feedback:

    After launching the new site, the client noticed a huge increase in traffic, engagement, and revenue. The team managed the project exceptionally well — they met all deadlines and milestones, provided updates regularly, and responded to the client's needs promptly. They were also detail-oriented.


    Amanda Boulware
    Owner, RTP Fitness & Recovery
    • 5.0
    • Jun 16, 2023
    Mobile App Dev & UI/UX Design for Jeep Parts Manufacturer

    "Their dedication to delivering a high-quality product and their commitment to customer satisfaction were commendable."


    Client Feedback:

    Thanks to Resourcifi Inc., the client has increased productivity, accelerated decision-making, and enhanced communication among their team. They've also streamlined and reduced errors in their processes. The service provider's expertise, knowledge, timeliness, and meticulousness are exemplary.


    Sean Dick
    Owner, New Century Manufacturing Inc
    • 5.0
    • Mar 7, 2023
    Website Update for Leather Sports Ball Manufacturer

    "I was most impressed with the fact that they adjusted to my schedule and were always quick to respond."


    Client Feedback:

    Resourcifi Inc. did exactly what they were hired to do in a professional manner — they met all deadlines, held weekly calls to discuss the project's progress, and responded to queries and requests promptly. Also, they worked flexibly in terms of adjusting to the client's schedule.


    Paul Cunningham
    Owner & Craftsman, Leather Head Sports
    • 5.0
    • Mar 26, 2019
    App Development for Health App Startup

    "They've turned a lot of my ideas into something I didn't even think was possible."


    Client Feedback:

    The in-house team is impressed with the quality of Resourcifi’s work and their commitment. Resourcifi exceeded all expectations, while their ability to translate even vague ideas into reality contributed to the project’s success.


    Ryan Cabral
    Founder, Fit Fiends
    • 5.0
    • Oct 24, 2018
    Web Dev for Sports Betting Analysis Platform

    "They helped develop a product that no one else in the marketplace has."


    Client Feedback:

    Resourcifi Inc. works quickly and efficiently, bringing a large amount of web development expertise. They maintain open communication and are always available. Users love the dashboard, saying it’s user-friendly and easy to navigate.


    Brett Siedlecki
    VP of Product Development, US Gaming LLC
    • 5.0
    • Oct 1, 2018
    Web & Mobile App Dev for Rewards Program

    "It was like having my own in-house team of developers."


    Client Feedback:

    The team’s final design is set to be implemented soon. They produced exceptional work in a timely manner and at a great value. They accommodated a resource-based budget and effectively communicated their progress from start to finish.


    Allykhan Babul
    VP Technology, WinWinApp
    • 5.0
    • Jan 16, 2023
    Website Redesign for Eco-Friendly Bracelets Retailer

    "I cannot state strongly enough what a game-changer Resourcifi was for our team!"


    Client Feedback:

    Resourcifi Inc. has delivered a new website equipped with numerous pages and a main e-commerce engine integrated with various social media platforms — namely TikTok, Instagram, Facebook, and Pinterest. The team also goes out of their way to meet the client's tight launch timelines.


    Jesse Lo Ré
    Founder & CEO, Ecoalition
    • 5.0
    • Mar 10, 2022
    App Development Services for Digital Marketing Agency

    "Their willingness to cooperate and their time and effort put into this project were amazing!"


    Client Feedback:

    Resourcifi Inc. completed and delivered the project on time. Their effective workflow helped in successful project execution. The team's effort and cooperation throughout the development was notable.


    Andres Aguerrevere
    Former CEO, Digital Marketing Agency
    • 5.0
    • Apr 12, 2022
    Web App Maintenance for IT Consulting Company

    "Their work has been really good, and everything is working fine."


    Client Feedback:

    The company has been satisfied with Resourcifi Inc.’s efforts — specifically, they’re impressed with the coding skills of the assigned developer. By communicating daily and staying accessible, the team creates a smooth workflow. Overall, customers can expect a reliable and efficient partner.


    Robel Selemun
    Owner, Damba IT Consulting
    • 5.0
    • Feb 17, 2021
    Web Dev & Design for Online Social Relationship Company

    "They fully understand our business model and what we wish to present to the marketplace."


    Client Feedback:

    Resourcifi Inc. has made significant progress in the development and design of the website. The client is impressed and confident that the end product will provide a perfect balance of aesthetics and functionality. The team is communicative, and their expertise brings out the best of the project.


    Higinio Dillinger
    President & Owner, Online Social Relationship Company
    Get in touch

    Frequently Asked Questions