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Master Your Receipts!

Best practices fro business success!

We get asked frequently, “What should I do with my receipts?” There are multiple solutions available to help keep your receipts organized. Different solutions offer features that are better fitting for clients. Some clients do well-using tools like Expensify or Tallie to track and record receipts and appreciate the ability to deal with their receipts “on the go.”

Other clients prefer to send things to us and let us record and store those receipts. This can be as simple as sending us an e-mail with a picture of your receipts. We will upload and file them into your box.com account for you. You can drop them directly into your “To Be Processed” folder on Box.com. Your ZümiFi account manager checks this folder each time they work on your account. They will automatically file them in the appropriate expense category for you.

There are all kinds of ways to receipts, but the important thing is to make sure you ARE recording and storing your receipts! Talk to your account manager today if you want to up your game on managing your receipts!

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Master Your Receipts!

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