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Success Stories – Creating Efficiencies

We love to help our clients find new ways to run their businesses efficiently!

We have a client that started a new law firm two months ago. Their work requires them to pay for expenses out of pocket, which are billable back to their clients. Therefore, they need to stay organized and keep accurate records. They were looking for a program that would allow them to upload reimbursable/non-reimbursable expenses, create a reimbursement approval process within the office, reimburse employees quickly and integrate with Quickbooks online.
 

ZümiFi recommended Expensify. Expensify allows them to take pictures, categorize, and mark expenses through an app on their phones. This has reduced the workload for everyone and has allowed them to spend more time on their cases. The client has been extremely happy with all the features Expensify offers. If you are looking for a solution to keeping your receipts organized, ask your account manager to suggest a solution. We love to help our clients find new ways to run their businesses efficiently!

We can help you find a solution!

Contact us today!

Success Stories – Creating Efficiencies

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