Integrated Pension Services, Inc. (IPS) is a full-service retirement plan consulting, administration, and investment firm. Prior to engaging Driven Insights, IPS managed its finance function with a traditional third-party bookkeeping relationship and the limited oversight and guidance that the firm’s owner, Will Hackler, was able to muster in parallel with managing other responsibilities. Hackler recognized he needed a better system and insights to set the stage for the growth he knew his firm could achieve.
Having nearly completed the buyout of the firm from his father over the preceding years, Hackler, wanted to accelerate his firm’s growth, but was faced with three distinct challenges:
Driven Insights took over the entire finance function for IPS, providing ongoing bookkeeping and controller services. IPS receives monthly financials and key performance indicators, along with ongoing regular cash flow projections and an annual budgeting process.
How Driven Insights is Driving IPS’s Growth: