Home / Blog / Success Stories – It´s Gotta Balance

Success Stories – It´s Gotta Balance

Got a challenge? Call ZümiFi and we'll help you keep it clean

Yet again, we had a client who recently came on board who ran into a problem from a prior year. It turns out that their previous bookkeeper made changes to the 2015 books, So when the CPAs had filed the taxes. So when the CPAs filed for 2016, the beginning balances didn’t match. NO! That cannot happen!

Fortunately, we have been in this situation before, so we knew exactly what to do. We requested the beginning balances that the CPAs had, went into the QuickBooks Online file, and made the corrections. Voila – the balances now matched, and the CPAs could proceed with preparing the 2016 taxes. This is why it is critical to “lock” or “close” the books once you send them to the CPA. If so, you won’t make these changes to prior years and get out of sync.

Ensure your prior year is “locked” so you do not inadvertently make changes after handing off your books to your CPA. Closing the books is a simple step in QBO or QuickBooks desktop and standard practice at ZümiFi. Why? Because great books matter!

Got a challenge? Call ZümiFi, and we’ll help you keep it clean …


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 discuss all the details with you, craft a plan, and ensure 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, markup, payroll, subcontractors, and more.
  • Save time and accuracy by entering information into your accounting system just once, then having it work seamlessly.

Contact us today or call 415.550.3070 to learn more about our experience, expertise and how you can benefit from customized QuickBooks Consulting to get you up and running quickly.

Success Stories – It has Balance

For Disability Assistance Call
415-550-3070