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Success Stories – Supporting Growth

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

We are excited to work with a new client whose business is growing fairly rapidly. They have a great team handling all the bookkeeping internally since inception. But they realized that with growth, it was time to outsource many bookkeeping tasks to ZümiFi!

ZümiFi has freed up its internal team to focus on running the business. We also contribute significantly to streamlining the bookkeeping tasks based on our many years of experience and expertise! Their CFO is over the moon, knowing that the quality of the books is about to advance dramatically. More accurate, precise books mean better data upon which to base their critical business decisions.

More accurate, precise books mean better data upon which to base their critical business decisions. The result of just our initial process recommendations? – “Many thanks again – you’re officially the cavalry :).”

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

Contact us today!

Success Stories – Supporting Growth

Bookkeeping Services

ZümiFi’s ongoing bookkeeping services manage your financial activity with a complete turnkey approach. We deliver solid books that provide you with key information in real-time, accessible anywhere, anytime, on any device.
We create a custom combination of online, cloud-based tools, including QuickBooks Online, Bill.com, Box.com, and other tools in unique combinations to truly leverage technology. This enables us to fully automate your system, eliminate data entry, and simplify and facilitate your bookkeeping. And we ensure accuracy and completeness so that every dollar counts.

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The Scope of ZümiFi’s Bookkeeping Services:

Accounts Payable Services – Recording, tracking, and paying vendor bills.

Accounts Receivable Services – Recording and tracking customer invoices and payments.

Payroll Services – Processing payroll per each client’s instructions regarding amounts to pay; processing and filing appropriate payroll taxes and tax forms.

Reconciliations – Reviewing and balancing bank and credit card transactions; notifying the client of any discrepancies and resolving discrepancies per the client’s instructions when appropriate.

Reporting – Generating financial reports based on the collected data.

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415-550-3070