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Success Stories – Getting to the Bottom of Things

ZümiFi - we got your back even if it means going "way back"!

It’s not uncommon that we are asked to dig into things that occurred before we ever started working with our clients.

That’s exactly what recently happened for one of our clients – they received an IRS notice regarding a payroll filing for a prior year. Thankfully, their ZümiFi account manager Patty dug right into it! She discovered that while the payroll service was responsible, there was a weird one-time glitch that hadn’t cleared the IRS account yet. Bingo! Problem solved, the form filed, no penalties and client very happy! We cannot resolve everything that quickly, but boy do we love it when it works!

ZümiFi – we got your back even if it means going “way back”!

Success Stories - Getting to the Bottom of Things

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, mark-up, 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.

Success Stories – Getting to the Bottom of Things

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