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Success Stories – Managing Your Receivables

ZümiFi is here to help!

Keeping up with your A/R can be overwhelming when you are busy running your business. But don’t worry; your ZümiFi account manager can help!

Recently, we have a client who started to get behind on their billing and collecting outstanding invoices. Their account manager, Michelle, came to their rescue and was able to create a plan to get them back on track. She is now creating and sending out invoices every month to their clients. In addition, Michelle was able to generate targeted reports, so that management can see what work has been generated and decide clearly on what needs to be billed. These processes will ensure that their clients are getting billed promptly and that the partners focus their precious time and attention only where it is needed.

Michelle also makes collection calls to the clients every two weeks once the invoice exceeds the due date. The consistency of Michelle’s plan will help her client collect the money owed and ensure that time and expenses are properly billed. We love it when we can help our clients keep their cash flowing!

Tell your account manager if you need help with your A/R or collections. ZümiFi is here to help!

Contact us today!

Success Stories – Managing Your Receivables

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.

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

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415-550-3070