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Success Stories – Planning 2018

There has been a lot of new client activity at ZümiFi. We love when we can give our clients a new perspective on their books.

One of our newest clients asked us to help them with forecasting and budgeting for 2018. Their account manager and our newest addition to the ZümiFi team, Alexandra, took on the project. She has made a lot of progress on their budgeting in a short amount of time. The client shared that this work is making them think about their business completely differently, and they already feel a new buzz around the office!

Information is power, so make sure your financials are telling you the things you need to hear!

Contact us today!

Success Stories – Planning 2018


We Love QuickBooks!

As a powerful tool, its biggest challenge is that it can do so many things that the choices can get a little overwhelming. QuickBooks takes some on-hands learning to use it correctly. So in one or two sessions, we can cut through all those choices and options to provide a clear path on how to use QuickBooks properly –– one that you can follow, then get exactly what you need!

QuickBooks Consulting Services

If you’re still using desktop solutions to track your books, ZümiFi can offer QuickBooks consulting services. But if you’ve decided to get into the cloud, we can help you get there––smoothly and efficiently. We’re well versed and experienced in migrations, both straightforward and complex. We’ll talk through all the details with you, craft a plan, and make sure that you get exactly what you need to start enjoying all the benefits of cloud bookkeeping and computing!


The Scope of ZümiFi’s QuickBooks Consulting Services:

  • Configure and set-up QuickBooks with best practices to work effectively for your particular business.
  • Build customized reports and define how to get the most out of QuickBooks.
  • Navigate the intricacies of invoicing, inventory tracking, job costing, reconciling accounts, figuring sales tax, creating purchase orders, markup, payroll, subcontractors, and more.
  • Save you time and increase accuracy by entering information into your accounting system just once, then having it work as seamlessly.

Contact us today or call 415.550.3070 to find out more about our experience, expertise and how you can benefit with customized QuickBooks Consulting to get you up and running quickly.

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415-550-3070