Home / Blog / Give your books a check-up!

Give your books a check-up!

We are here to help you stay reconciled!

We are almost halfway through the year, and now is the perfect time to review your financials.

Running a detailed profit and loss will help you identify any items that need to be addressed. For example, you may have unidentified expenses or income that needs to be reconciled and an account properly assigned. Addressing questionable items before too much time has passed can save considerable time later when the item is difficult to remember. If you wait until the end of the year, finding or recalling the transaction details may not be as easy.

A detailed profit and loss report may also help identify items needing to be reclassified in your chart of accounts. It is also a great time to run a profit and loss comparison report to understand how your business is doing yearly or relative to budget.

Checking in every month or quarterly (depending on your business) is a great way to ensure your business is in great shape.

We are here to help you stay reconciled!

Contact us today!

Give your books a check-up!


Bookkeeping is the bread and butter of our business.

It’s also where we came from, what we love most, and what we’re best at. It does wake us up in the morning and makes us smile when we begin to work! But bookkeeping in the cloud takes all of that joy a few levels higher by optimizing opportunities to automate data entry and connect the vast universe of various online tools that can synchronize seamlessly with your QuickBooks Online. ZümiFi is experienced in understanding each client’s needs, then making custom-designed recommendations that will truly move things forward to deliver great books.

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.

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.
  • They are reporting – Generating financial reports based on the collected data.

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

For Disability Assistance Call
415-550-3070