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Success Stories – Getting It Right

ZümiFi - helping our clients focus on making their businesses work!

Our newest team member, Alexandra, is already impacting our clients!

We have a new client who is an Interior Designer. The client was concerned about the subtleties of sales taxes for her particular industry. She is correct to be concerned – sales tax is not as straightforward for Interior Designers as it would be for a retailer.

Alexandra referenced the California publications specifying guidelines for Interior Designers and helped the client define exactly what this meant in her business. Result? Our client is sleeping better since we established clear procedures to track, calculate and pay sales tax.

ZümiFi – helping our clients focus on making their businesses work!

Contact us today!

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 results you desire 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 effectively.

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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.

Success Stories – Getting It Right

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