Client Spotlight – Raj Jha, Founder of Exit Scout

Raj is the founder of Exit Scout which advises, acquires, invests in and operates eCommerce and SaaS businesses. Suppose you’re focusing on creating a law practice that’s a real business. In that case, one that works for you, instead of you working for it – our Alchemy Mastermind practice development and coaching program gives you a...

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Reflections on your Success

Deadlines, clients, bills, kids – life can be full of challenges. It’s easy to get caught up in the day-to-day and dwell on the things that aren’t going your way. But, if you are reading this, things probably aren’t all that bad. If you are a business owner, and I am not saying it’s always...

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Valuation Tracking

When we value a company, we typically look at the industry comps for valuation multiples. Typically, a multiple of EBITDA (Earnings Before Interest, Taxes, Depreciation & Amortization). By looking at companies in the same field, we can determine the potential value of your company. The challenge is as small business owners; we tend to mitigate...

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Success Stories Integrated Inventory Management

We’re excited about one of our new clients. They are a start-up food company. They have been in business for about a year but are still in the start-up/launch phase. In Feb 2017, they did a large-scale launch of their wholesale manufacturing and sales. Unfortunately, their existing bookkeepers didn’t feel well-suited to take that system...

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Success Stories – Game Changer

One of our beloved clients has operations in the United States and Canada. As such, their bookkeeping has always been complicated, given that the exchange rates vary from day to day. Some of these exchange rate changes can make a significant difference. So how to produce accurate books? Well, ZümiFi has an answer for that!...

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Cool Tools – Adobe password-protect sensitive documents!

We should all be aware of the need to protect sensitive information. For example, we don’t send 1099 forms without first password-protecting the PDF since the 1099 contains a tax ID number that is likely rather sensitive information that should be secured. The easiest way to password-protect a PDF is to use Adobe Acrobat DC....

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Cool Tools LastPass

At ZümiFi, we have been doing this while and have a few favorite tools to make our client’s businesses more efficient. This is a sampling of the tools we like to use to deliver powerful X-ray Vision for our clients. We connect with people, explore, shop, and learn online. We don’t go online to fuss...

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