One of our clients is a law firm that manages its monthly billing in stand-alone software. Their account manager, Michelle, then transfers those invoices created into QBO so we can track their income generated and payments appropriately. However, when entering the client’s October billings, Michelle noticed something odd – an invoice had been created for one client’s matter. Still, the actual activity being billed was related to a different matter. Bizarre!
Not clear as to why the other software would even allow that to happen, but once Michelle identified this, the client quickly confirmed that the invoice was indeed wrong and was able to take immediate steps to retract that invoice to their client and re-issue a correct invoice. Not only does this ensure their billing is accurate, but because Michelle picked it up so quickly, it means no delay in getting paid!
Accurate invoicing is key to receiving prompt client payments. ZümiFi is here to help you get paid promptly and accurately!
Accuracy is Key to Timely Billing
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.
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 with her 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 and expertise and how you can benefit from customized bookkeeping services to meet your business needs.