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Success Stories – Planning Your Growth

Information is power, so make sure your financials tell you what you need to hear!

There has been a lot of new client activity at ZümiFi. We love when we can give our clients a new perspective on their books.

One of our newest clients asked us to help them forecast and budget for new growth. Their account manager and our newest addition to the ZümiFi team, Alexandra, took on the project. She has made a lot of progress on their budgeting in a short amount of time. The client shared that this work is making them think about their business differently, and they already feel a new buzz around the office!

Information is power, so make sure your financials tell you what you need to hear!

Contact us today!

Success Stories – Planning Your Growth


We Love QuickBooks!

As a powerful tool, its biggest challenge is that it can do so many things that the choices can get a little overwhelming. In addition, QuickBooks takes some on-hands learning to use correctly. So in one or two sessions, we can cut through all those choices and options to provide a clear path on how to use QuickBooks properly –– one that you can follow, then get exactly what you need!

QuickBooks Consulting Services

If you’re still using desktop solutions to track your books, ZümiFi can offer QuickBooks consulting services. But if you’ve decided to get into the cloud, we can help you get there––smoothly and efficiently. We’re well versed and experienced in migrations, both straightforward and complex. We’ll discuss all the details with you, craft a plan, and ensure that you get exactly what you need to start enjoying all the benefits of cloud bookkeeping and computing!


The Scope of ZümiFi’s QuickBooks Consulting Services:

  • Configure and set up QuickBooks with best practices to work effectively for your particular business.
  • Build customized reports and define how to get the most out of QuickBooks.
  • Navigate the intricacies of invoicing, inventory tracking, job costing, reconciling accounts, figuring sales tax, creating purchase orders, markup, payroll, subcontractors, and more.
  • Save time and accuracy by entering information into your accounting system just once, then having it work seamlessly.

Contact us today or call 415.550.3070 to learn more about our experience, expertise and how you can benefit from customized QuickBooks Consulting to get you up and running quickly.

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415-550-3070