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Success Stories – Billing Shouldn’t be Painful!

One of our newer clients has a time-intensive monthly billing process that they have been managing via spreadsheets. They literally spend days tracking, compiling and calculating data so they can complete their monthly billings by the 5th of every month.

As part of our client services, we performed a thorough review of their process and identified numerous ways in which ZümiFi can dramatically streamline the tasks and use the data we are already capturing throughout the month to drastically reduce the time and effort to put their monthly billings together. BAM! Time saved, money saved and the client is breathing more peacefully than ever before …

Billing shouldn’t be painful – let us know how we can streamline your billing for you so the bills go out quicker and the money flows in faster!


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 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.

Success Stories – Billing Shouldn’t be Painful!

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