Cool Tools – JumpCloud

Did you ever wish you could give your users just one set of credentials to access everything securely? Well, JumpCloud makes that possible! Computers, apps, networks – it can handle it all! This is a great solution for businesses that want to turn off access for new or existing users quickly. It’s very similar to...

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Success Stories – Get It Done

Teams make the dream work! That’s our philosophy here at ZümiFi. Our team has been working hard to finalize thousands of transactions for a client who factors their Accounts Receivables. Of course, there are many documents, and often there are edits and changes. But this dynamic duo has done a great job sorting through historical...

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Cool Tools – Pivot Tables

Pivot Tables are an easy way to organize information. You can use them in either Excel or Google Sheets if that’s your thing. What we love about pivot tables is that you can create them to pull data, and they will automatically update totals or summaries when the data changes! Voila! We use this for...

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Cash Reserves – Set Your Goal!

Cash Reserves – how much is enough? This is a question we address with our clients quite frequently. Of course, it is wonderful to go beyond those day-to-day cash crisis needs, but the next level of success often means that while your cash position may be stronger, your cash need may also grow. So if...

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Cool Tools – TSheets

TSheets is an awesome time-tracking program. It has a mobile app that makes entering time super easy from anywhere. One of the major reasons we love TSheets is that it integrates so well with QuickBooks, especially QuickBooks Online. That’s right – as soon as you create a new customer in QBO, you can bring it...

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Success Stories – It’s the Small Things

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 :).” BAM! That is pure music to our ears. We strive to be proactive. We focus on making things cleaner...

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Start Saving for Taxes Now!

I know, I know … you are sick of taxes! And you just paid them (or at least an estimate of what you will owe). But here’s the thing – smart businesses save for taxes throughout the year. So month by month or week by week, they are putting money away for the tax payments...

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Cool Tools – Zoom Record a Meeting

You can record your meetings in the Pro version of Zoom (not free). We find this a valuable tool when multiple people need to meet, but someone cannot attend. Why bother rescheduling? With Zoom, you can record the meeting and share the recording so the individual who could not attend can review the content of...

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Success Stories – Payroll Done Right

We had a new client come on board recently, and one of the first tasks was to get things for 2022. In that review process, their Account Manager Megan noticed that the payroll entries were all over the place! We have discussed the importance of consistency, and payroll entries, particularly, can swing your financials out...

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