Success Stories – Squeaky Clean!

One of our account managers, Jean recently untangled a mess caused by a third party biller. It seems like they didn’t do their job consistently, and despite being authorized to process numerous invoices for payment they did not! Our client knew things were wrong but didn’t have the time to sort it out themselves directly....

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Track that Petty Cash!

Many businesses benefit from having some petty cash on hand for those occasions when cash is required, or simpler. If your business handles petty cash, we have several recommendations on how to best track that petty cash, as follows: Establish a set amount of petty cash you need to have on hand. Keep enough to...

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Cool Tools – Google Calendar Appointment Slots

If you already use Google calendar, did you know you can publish Appointment Slots and allow folks to select from various available time slots? This makes scheduling so much easier! No more back & forth as availability shifts – just publish the available times as Appointment Slots, and let people choose what works best for...

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Success Stories – Actionable Data

Success for ZümiFi sometimes means that less is more. A great example of that was last week Megan, a ZümiFi Account Manager, had a super short monthly check-in financial review meeting with her client. Why so short? Well, because things were so clear and systems were running so smoothly that the critical information was all...

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Know Your Numbers!

There are two methods used to track financial reports – cash basis and accrual basis. It is important to know what basis you are looking at when you are reviewing your financial reports. So let’s take a moment to dive a little deeper into each method, the differences between the methods, and why you would...

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Cool Tools – QuickBooks app

Did you know you could pull up standard financial reports in your QuickBooks mobile app? That’s right – your Balance Sheet, Profit & Loss are accessible right there on your phone! Very handy. We love the accessibility of the mobile app, and that’s not the only thing you can do with it. You can also...

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Success Stories – Getting to the Bottom of Things

It’s not uncommon that we are asked to dig into things that occurred before we ever started working with our clients. That’s exactly what recently happened for one of our clients – they received an IRS notice regarding a payroll filing for a prior year. Thankfully, their ZümiFi account manager Patty dug right into it!...

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Save Those Receipts

The IRS requires you to keep receipts for basically everything you spend on your business. Collecting, and managing those receipts is a critical workflow to determine for your business. Done well, this just becomes a way everyone works. Not done well, this becomes a time-consuming reconstruction effort well after the fact, and the potential to...

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Cool Tools – Venmo Payment Systems

As we mentioned earlier, Venmo is one of several payment systems that are based on a peer-to-peer model. What that means is that Venmo serves as the middleman between your bank account and someone else’s. If you issue payment via Venmo, you essentially transfer money from one of your linked accounts into Venmo. Venmo holds...

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