A new firm came on board with ZümiFi earlier this year. One of their bookkeeping requirements was that they needed to have periodic reporting that reflected how the partners would allocate firm earnings amongst themselves. In addition, they had very clear and specific agreements that we needed to follow. So ZümiFi took all this information and designed a bookkeeping workflow that enters the data in a very particular way up front.
The benefit of that specific workflow is that at the end of the period, we can quickly generate a set of QuickBooks reports that allow us to verify the data and then quickly compile their Earnings Allocation Report. We knew that investing the time upfront to architect a clear, thorough system would save time and money for years to come. So voila! We have fully documented a clear method and designed it to be easily auditable.
Result? Happy clients with clear earnings reports that they can use all track, follow and have complete confidence in … no need to worry about the process because our clients can focus on the results!
ZümiFi – great books matter; we know how to get you there.
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 does wake us up in the morning and makes 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 various online tools that can synchronize seamlessly with your QuickBooks Online. ZümiFi is experienced in understanding each client’s needs, then making custom-designed recommendations that will truly move things forward to deliver great books.