Starting a new business can be a daunting task, and it can be even more challenging when you are starting a working relationship with a new bookkeeper. New relationships can be scary, but at Zumifi, our job is to create a foundation for a long, fruitful partnership.
Recently, we had a client who was new to Zumifi and a new business owner—the first few months of launching her business and her books in order felt pretty overwhelming. However, our account manager made sure to keep her involved in the process of setting up her books. We explained our process and involved her in creating KPIs to measure her business’s performance, establishing a relationship of trust and a strong foundation for our work together.
Our client’s fears have been assuaged several months into the working relationship. Having a bookkeeping company that has kept her so informed was exactly what she needed. Our approach to client relationships is one of openness and transparency, and we ensure that our clients are informed and involved every step of the way.
At Zumifi, we have your back. We offer a range of cloud integration services, including QuickBooks consulting services. If you’re still using desktop solutions to track your books, we can help you transition to the cloud smoothly and efficiently.
Our QuickBooks consulting services include configuring and setting up QuickBooks with best practices to work effectively for your business. In addition, we build customized reports and define how to get the most out of QuickBooks, navigating the intricacies of invoicing, inventory tracking, job costing, reconciling accounts, figuring sales tax, creating purchase orders, markup, payroll, subcontractors, and more.
By entering information into your accounting system just once, you can save time and increase accuracy, allowing you to focus on what matters – growing your business.
In conclusion, establishing a strong foundation with your bookkeeper is crucial for a long, fruitful partnership. At Zumifi, we pride ourselves on our openness and transparency, keeping our clients informed and involved every step of the way.
Contact us today to learn how we can help you establish a strong foundation for your business and take your bookkeeping to the cloud.