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Success Stories – Under New Management

ZümiFi - adapting to the needs of ALL of our clients!

One of our clients just sold their business. The new owners, being the smart folks they are, wanted to keep working with us to handle their bookkeeping needs. Not only was their account manager, Michelle, in a great position to help them get up to speed on everything financial, but Michelle has also been able to make suggestions and help them decide the easiest ways for THEM to manage their books.

Success Stories - Under New Management

The results? New processes, old processes, and tweaks to processes that are easier for this owner. Michelle has been a huge asset to them as they create success on their terms!

ZümiFi – adapting to the needs of ALL of our clients!

Success Stories – Under New Management

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