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Success Stories – It’s the Small Things

ZümiFi - making it work for you!

Recently a client wrote us this – “Love your approach to ensure that nothing gets missed. I appreciate you implementing a proactive solution to this! So – this is great, keep up the hard work :).”

Success Stories - It's the Small Things

BAM! That is pure music to our ears. We strive to be proactive. We focus on making things cleaner and easier. We always look for opportunities to make sure things don’t fall through the cracks and our clients get the great books they need in the most streamlined way possible. This time, we made a small adjustment when their account manager Megan realized a particular circumstance could arise again, and there would be a better way to address it.

ZümiFi – making it work for you!

Success Stories – It’s the Small Things

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 clients of any discrepancies and resolving discrepancies per clients’ instructions when appropriate.

Reporting – Generating financial reports based on the collected data.

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415-550-3070