ZümiFi recently took on a new client with specific bookkeeping requirements. For example, the client needed periodic reporting that reflected how the partners would allocate firm earnings amongst themselves, and they had clear and specific agreements that needed to be followed. ZümiFi took all this information and designed a bookkeeping workflow that enters the data...
Reconciliations serve a purpose! Reconciliations are critical to great books. Why? Because when you reconcile, you confirm that the correct data is recorded. Not too much (duplicate transactions), not too little (missing transactions), but just right! (If we can quote our friend, Goldilocks). Melinda often says that great books come from two main phases –...
Melinda’s wise words echo through ZümiFi’s ethos. We believe there are two fundamental reasons why businesses need bookkeeping. The first is due to government regulations that require companies to maintain accurate financial records for taxation and legal purposes. The second reason is to help business owners make informed decisions based on the financial data of...
As a bookkeeping solutions provider, we understand the value of referrals. Referrals from satisfied customers can be a powerful marketing tool, but there is one group whose referrals hold particular significance – CPAs. At ZümiFi, some of our best referrals come from CPAs we have worked with. When their clients need to change or upgrade...
At ZümiFi, we have been doing this for a while and have a few favorite tools we use to make business and 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. Plate IQ Redefining restaurant operations Plate IQ gives restaurants...
Who’s doing what? For many small businesses, it makes sense for owners or employees to handle some bookkeeping tasks. For example, many of our clients handle their billing. At ZümiFi, we don’t get fussy about who is doing what. What matters is that the books are clean. What matters is that we are all clear...
Many clients use other systems besides QuickBooks to manage and maintain their books. One recent example is a client who has a retail store. They use a Point of Sale (POS) system to record and track their sales. This POS then also synchronizes with QBO. But systems aren’t always perfect – they realized that because...
At ZümiFi, we have been doing this for a while and have a few favorite tools to make business and 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. Mobile Time Tracking Made Easy Say hello to the employee time-tracking...
At ZümiFi, we have been doing this for a while and have a few favorite tools to make business and 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. Dropbox and Box (formerly Box.net) are two of the largest and...
At ZümiFi, we have been doing this while and have a few favorite tools to make business and 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. Google Calendar is a time-management web and mobile application created by Google. Google...