ZümiFi has years of experience streamlining businesses, and we have some favorite tools to deliver powerful results to our clients. One of our top picks is Zapier, which allows web applications to communicate with each other and automates tasks, freeing up time for more important work. Zapier is a great way to connect different applications...
As a business owner, you may know keeping receipts when entertaining clients is important. However, did you know that receipts may not be enough? In addition to receipts, documentation is key to entertaining clients and writing off associated expenses. Here are some tips to help you keep track of the necessary documentation: Create a guest...
Training new employees can be difficult and time-consuming, especially regarding complex systems like inventory management. At ZümiFi, we recently had a client who needed to train a new employee on their inventory management system, which was very complex. Although we had detailed procedures written up, their previous employee still struggled to follow the steps, leading...
If your current payroll company doesn’t give you that warm and fuzzy feeling inside, it might be time to consider a new provider. Switching to a new payroll service provider at the beginning of the year can make payroll a breeze for years to come. So, it’s essential to conduct some due diligence and choose...
At ZümiFi, we’ve been in the business for a while and have a few favorite tools that help make our client’s businesses more efficient. One of the most critical aspects of our work is providing our clients with a powerful X-ray Vision of their financials, and we do that through our selection of tools. One...
Maintaining “adequate evidence” for business expenses claimed on your tax return is an IRS requirement. However, in today’s electronic age, the best way to collect and store receipts varies depending on your preference and work style. Some individuals still prefer to store paper receipts, while others scan and store them electronically. If you choose to...
We all lead busy lives, whether managing a business, handling personal responsibilities, or both. However, automation technology can help free up time in your workday. Many service providers offer automation tools to simplify repetitive tasks, allowing you to focus on more important matters. For example, many banking institutions can set up Autopay for recurring payments....
As a business owner, thinking about taxes may not be the most exciting thing to do. However, tax planning is essential to avoid penalties and reduce tax exposures. Regardless of how simple or complex a tax strategy is, it will be based on structuring the plan to accomplish one or more of the following goals:...
Doug is a minimalist. His Facebook page contains little more than pictures of his dog (Tag) and tasty recipes. Doug is an “idea” person passionate about new technologies and the ever‐expanding world of consumer‐created content. Doug has a big heart for companies that aspire to make real differences in people’s lives and has a knack...
We are always awed by the great folks we get to work with. We want to introduce to you some of them here… Team Spotlight – Michelle Anderson What do you do at ZümiFi? I am a bookkeeper with ZümiFi. I started with ZümiFi in May 2016. What do you appreciate most about working with...