New relationships can be scary. Starting a working relationship with a new bookkeeper can be challenging when you are also starting a new venture. Our job is to create a foundation for a long, fruitful partnership.
Recently, we have a client that is not only new to ZümiFi but was also a new business owner. The first few months of getting her business launched and her books in order felt pretty overwhelming to her. Her account manager made sure to keep her involved in the process of setting up her books. Explaining our process and involving her in the creation of KPIs to measure her business established a relationship of trust, as well as a strong foundation for our work together..
We are several months into a working relationship and the customer’s fears have been put assuaged. Having a bookkeeping company that has kept her so informed was exactly what she needed.
ZümiFi – we’ve got your back!