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Cool Tools – Excel

Here is something you don’t hear too often. We love Excel!

Excel is a Bookkeeper/Accountants friend. We love Excel because we can import and export numbers within QBO. This is extremely helpful when reviewing numbers. In addition, we can export information without affecting your books. Excel can also help us move many transactions at once into your QBO.

Maybe, giant financial models aren’t your thing. We get that. At ZümiFi, numbers and spreadsheets are our things. We love tools that make us more productive and efficient. So if Excel is driving you crazy, give us a call. And if you are nice, Melinda will explain what a pivot table is!

What are your favorite tools? We’d love to hear from you.

Cool Tools – Excel


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.

CONTACT US TODAY

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.

Advise 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.

We can help – Contact us today!

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415-550-3070