We secure the details, you run your business
Numbers without context are meaningless
- Outsourced CFO Services - With our CFO services we help you
- Monitor your business financial performance with customized criteria and metric tracking.
- Create budgets and cash flow projections so you can strategically monitor your most critical resources.
- Design & implement internal controls to ensure that the information you gather is clean and concise and worth the efforts you put into gathering that information.
- Advise regarding the use and of technology in your business
- Provide advisorial support to the CEO / Owner as a key and confidential partner
- Ongoing Bookkeeping Services - Our ongoing bookkeeping services manage all the financial activity in your business with our complete turnkey approach. We take the data entry off your hands so that you can focus on the output - the financial reports you need to manage your business effectively and efficiently.
- Financial Review & Oversight - For clients who manage their bookkeeping, we also offer oversight & review services to monitor that bookkeeping and provide our unique expertise in QuickBooks and financial analysis for your business.
- Business Focus - we provide financial services that are completely focused on business. We know the language and will speak it regularly with you. We distinguish ourselves from other bookkeeping and financial management services by speaking your language - not by requiring that you learn to speak ours
- Customized, tailored solutions - we create customized Chart of Accounts and customized reporting for all of our clients. Some bookkeeping services & CPAs like all their clients to use one standard Chart of Accounts. Not us. Your Chart of Accounts will be all about what you need to see and will always reflect both solid accounting practices and information laid out in a way that is concise and useful to you
- Our Team Approach - not only do we have your back, we have each other's too. ZümiFi is unique in that we are a team that works together and therefore can provide continuous support to our clients, whatever may be going on. That means there is always someone available for you, and also that we work together to think things through and ensure that we are coming up with the best, most streamlined solutions in our work with you