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Success Stories – Custom Reports​

One of our clients has requested some tailored reporting to help them monitor and manage their business.

We think going beyond the basics of a Profit & Loss is the greatest thing since sliced bread! Their ZümiFi account manager, Megan has joyously designed and tweaked reporting that includes pie charts, detailed data, and a variety of breakouts that are meaningful for this particular client. As is often the case, not only is the client finding this information super valuable, but they are finding it so helpful now they want additional data added to the reporting! This is the perfect convergence of clean books and great reporting!

ZümiFi – giving you the numbers you need to make your dreams come true!

Success Stories – Custom Reports


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 from customized bookkeeping services to meet your business needs.

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