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Success Stories – Quick and Efficient

Providing real-time data so businesses can make informed decisions!

One of our clients had hired an admin to handle many of the bookkeeping tasks. Summer is their absolute busiest season, and they do most of their income during this time. Unfortunately, the admin didn’t work out … so what did they do? They are called ZümiFi!

We jumped in and took care of things quickly and thoroughly. As a result, we could get all their accounts up to date and reconcile. This is critical during the busy season. The client needed a clear view of where they stood and didn’t have time to sort through reports that were not accurate and correct.

They were so happy; now they are asking us to handle their payroll processing for them – one less thing to worry about. They know they can trust us because we have the skills and expertise to jump in wherever they need us most!

We specialize in providing real-time data, so businesses can focus on USING the information to make informed decisions!

ZümiFi – great books matter; we know how to get you there.


Why do you need financial management?

The real question is, “Why don’t you need financial management?” Most small businesses struggle because they aren’t comfortable analyzing and tracking what’s going on with their numbers. These reports can be difficult to understand unless you can read between the lines and see the big picture, month to month. ZümiFi can help. We believe that “working” your financials is much like exercising… We all know what we “should” be doing, but it’s often hard to get into the habit. So if you don’t like staring cross-eyed at financial reports, let ZümiFi create and manage the reports for you.

Financial Management Services

ZümiFi can help you create the Financial Management discipline and the routine to flex your business muscles. Our services can show you how to get the desired results for your business. Like a personal trainer at the gym, ZümiFi’s extensive financial and business expertise can save you time and money in managing your business. We’ll help you achieve your success more efficiently and more effectively.

The Scope of ZümiFi’s Financial Management Services – With our Outsourced CFO services, we can help you:

  • Monitor your business financial performance with customized criteria and metric tracking.
  • Create budgets and cash flow projections so you can strategically monitor your most critical resources.
  • Design and implement internal controls to ensure that the information you gather is clear, concise, and worth the efforts you put into gathering that information.
  • Advice regarding the technology your business uses and business process optimization.
  • Provide advice/ support to the CEO / COO / Owner as a key and confidential partner.
  • Financial Review and Oversight  For clients who manage their bookkeeping, we offer oversight and review services to monitor that bookkeeping and provide our unique expertise in QuickBooks and financial analysis for your business.

Contact us today or call 415.550.3070 to learn more about our experience, expertise, and how you can benefit from customized financial management services to meet your business needs.

Success Stories – Quick and Efficient

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