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Success Stories – No More Guessing

ZümiFi - keeping the books clean so you can USE your financial information to plan!

One of our clients knew in mid-December exactly what their remaining income and expenses would be for 2022. Their account manager, Megan, then used that information to provide them with accurate projected financials for 2022. Result? The client was able to make last-minute decisions on expenses, incentives, and partner distributions well before the holiday break!

Imagine the relaxation they felt knowing how their year would end, their tax liabilities, and what each of them would be taking home for 2022.

ZümiFi – keeping the books clean so you can USE your financial information to plan!

Success Stories – No More Guessing

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 desired results 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 to monitor your most critical resources strategically.
  • 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.

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