Creating a Paper Trail

Creating a Paper Trail for Client Entertainment Expenses In business ownership, maintaining meticulous records for client entertainment is no mere option; it’s a necessity. While most are familiar with the importance of keeping receipts, a more comprehensive approach exists to this financial endeavor. Beyond mere receipts, thorough documentation is the bedrock for entertaining clients and...

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Revolutionizing Employee Training with How-To Videos: Zumifi’s Success Story

In today’s fast-paced business world, training new employees efficiently is essential, especially when dealing with intricate systems like inventory management. Zumifi, a leader in innovative solutions, recently faced a challenging task when a client needed to onboard a new employee to their complex inventory management system. Despite having detailed written procedures, the previous employee struggled...

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Getting the most out of your payroll service!

Choosing the Perfect Payroll Service Provider for Your Business A reliable and efficient payroll service provider is essential in the fast-paced business world. 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...

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Unlocking the Secrets to Effective Accounts Receivable Management

Optimizing Cash Flow: A Comprehensive Guide for Small Business Owners Unlocking the Secrets to Effective Accounts Receivable Management Small business owners often find themselves grappling with many challenges, and one of the most critical among them is managing their accounts receivables (A/R) to ensure a steady and predictable cash flow. Even with the most reliable...

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Financial Management for Small Businesses

As a small business owner, managing your finances effectively is crucial for success. But with limited resources, how do you decide which financial tasks to handle internally and which to outsource? This guide will help you make informed decisions to optimize your financial management strategy. Tasks to Keep In-House Daily Financial Operations Invoicing – Keep...

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Unlocking Efficiency: Choosing QuickBooks Online for Your Accounting Needs

Unlocking Efficiency: Choosing QuickBooks Online for Your Accounting Needs When it comes to helping businesses thrive, Zumifi has a wealth of experience and a toolbox filled with favorite instruments that can transform the efficiency of their client’s operations. At the heart of our work lies the mission to provide our clients with a financial X-ray...

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Organizing Your Business Receipts

Optimizing Receipt Management for Tax Compliance In the ever-evolving landscape of tax regulations, maintaining “adequate evidence” for business expenses claimed on your tax return is not just a good practice; it’s an IRS requirement. In today’s digital age, the methods for collecting and storing receipts have diversified, catering to various preferences and work styles. This...

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Drive Efficiency Through Automation

Unlocking Time: How Automation Technology Revolutionizes Your Daily Routine In today’s fast-paced world, managing personal responsibilities and a business can be daunting. However, the key to reclaiming precious time lies in automation technology. Numerous service providers offer innovative automation tools that can effortlessly streamline repetitive tasks, allowing individuals to redirect their focus toward more critical...

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Team Spotlight – Michelle Anderson

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 Zumifi? I am a bookkeeper with Zumifi. I started with Zumifi in May 2016. What do you appreciate most about working with...

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