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Success Stories – Checklists


We love checklists! One of our clients has a very extensive month-end process for their billing. There are many steps to pull the billing together, and many different places that need to be checked to ensure that all the billing pulls through properly.

Our client recently had the great idea to ask their ZümiFi account manager, Aleisha, to assist with this process. Not only has Aleisha been able to take quite a bit of the work off of their hands, but she also designed a month-end detailed checklist of everything that needs to happen. Boom! Not only is everyone less stressed because everyone can just reference the checklist and know that every step is being addressed, but the checklist is also making it so much easier to divide up the work and know who is doing what. The result? Their billing got out days sooner than had been typical, and everyone’s stress level was greatly reduced.

ZümiFi – finding ways to bring in the money efficiently!

Success Stories – Checklists

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 a 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 from customized bookkeeping services to meet your business needs.

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