Many schedule time off with loved ones as we head into the holiday season. While you cannot always predict what might happen once you leave the office, you can prepare yourself. Take advantage of auto-pay options or bill pay through your bank. Most banks offer a bill pay service and will mail a check to your vendors on a designated date on your behalf.
Your fixed monthly expenses like rent, insurance, and loans are all expenses that can be paid automatically every month. Credit card payments can also be set up on auto-pay via the credit card companies’ payment portals. You can avoid late fees and have the option to pay the minimum, total balance, or a set amount you choose.
Going on vacation should be work and stress-free. However, if you want to be better prepared, ask your account manager to help you set up automatic bill payments.
Why do you need financial management?
The real question is, “Why don’t you need financial management?” Most small businesses struggle because they aren’t comfortable analyzing and tracking what’s going on with their numbers. These reports can be difficult to understand unless you can read between the lines and see the big picture, month to month. ZümiFi can help. We believe that “working” your financials is much like exercising… We all know what we “should” be doing, but it’s often hard to get into the habit. So if you don’t like staring cross-eyed at financial reports, let ZümiFi create and manage the reports for you.
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.
The Scope of ZümiFi’s Financial Management Services – With our Outsourced CFO services, we can help you:
- Monitor your business’s 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 effort 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.
Contact us today or call 415.550.3070 to learn more about our experience and expertise and how you can benefit from customized financial management services to meet your business needs.