Home / Blog / Success Stories – A Little Guidance

Success Stories – A Little Guidance

When you receive a check in the mail from a customer, do you know how to properly record it? Recently, we had a client reach out and ask her account manager to help her find a missing payment. In the hunt for the missing payment, we discovered that the client was recording payments incorrectly. The client was depositing payments directly into the checking account or recording the deposits without creating an invoice in QBO.

After fixing the errors, it was clear the client may not have received sufficient training on how to properly record a payment. We were able to send the client a detailed e-mail with the detailed instructions, examples, and a brief explanation as to why each step is done. The client was very happy to receive the e-mail and was able to put it to use the same day!

If something doesn’t make sense to you, reach out and ask your account manager.

We are here to make sure you understand your books!

Contact us today!

Success Stories – A Little Guidance


Bookkeeping is the bread and butter of our business.

It’s also where we came from, what we love most, and what we’re best at. It really does wake us up in the morning and make us smile when we begin to work! But bookkeeping in the cloud takes all of that joy a few levels higher by optimizing opportunities to automate data entry and connect the vast universe of a variety of online tools that can synchronize seamlessly with your QuickBooks Online. ZümiFi is experienced in understanding each client’s particular needs, then making custom-designed recommendations that will truly move things forward to deliver great books.

Bookkeeping Services

ZümiFi’s ongoing bookkeeping services manage all of your financial activity with a complete turnkey approach. We deliver solid books that provide you with key information in real-time, accessible anywhere, anytime, on any device.

We create a custom combination of online, cloud-based tools including QuickBooks Online, Bill.com, Box.com and other tools in unique combinations to truly leverage technology. This enables us to fully automate your system, eliminate data entry, simplify and facilitate your bookkeeping. And we ensure accuracy and completeness so that every dollar counts.

The Scope of ZümiFi’s Bookkeeping Services:

  • Accounts Payable Services – Recording, tracking and paying vendor bills.
  • Accounts Receivable Services – Recording and tracking customer invoices and payments.
  • Payroll Services – Processing payroll per each client’s instructions regarding amounts to pay; processing and filing appropriate payroll taxes and payroll tax forms.
  • Reconciliations – Reviewing and balancing bank and credit card transactions; notifying the client of any discrepancies and resolving discrepancies per client’s instructions when appropriate.
  • Reporting – Generating financial reports based on the collected data.

Contact us today or call 415.550.3070 to find out more about our experience, expertise and how you can benefit with customized bookkeeping services to meet your business needs.

For Disability Assistance Call
415-550-3070