We have a newer client who has a LOT going on – the couple each owns their respective own business. They also own rental properties. And of course, they have their own personal financial activity that they want to track.
Like many business owners, they are super busy. They pay bills as they need to, and have not always been consistent about which account they pay them out of. Their ZümiFi account manager, Mary, is working with them to streamline these processes and more importantly to sort this all out cleanly in their books.
Because of course, they want to be able to see what’s happening! Clean books will allow them to do that. Not only for income tax filing purposes, but also for their own information. With Mary’s interventions, they can now see the income and expenses of each property they own. They can look in one place and see their personal activity. And of course, they can look at their individual business reports and see how each business is truly performing.
Clean books make a huge difference, and ZümiFi is dedicated to providing clean books, always!