Yet again, a client recently came on board and ran into a problem from a prior year. It turns out that their previous bookkeeper made changes to the 2021 books. So when the CPAs filed for 2022, the beginning balances didn’t match. NO! That cannot happen! Fortunately, we had been in this situation before and...
One of our beloved clients has operations in the United States and Canada. As such, their bookkeeping has always been complicated, given that the exchange rates vary from day to day. Some of these exchange rate changes can make a significant difference. So how to produce accurate books? Well, ZümiFi has an answer for that!...
Recently, we worked with a client who experienced numerous changes in their business operations. During this period, they failed to “lock” their QuickBooks records for the previous year, leading to confusion and uncertainty about their financial data. To complicate matters further, they completed their 2022 taxes on an extension in September, which they were unsure...
We’re thrilled to spotlight one of our newest clients—a burgeoning food start-up making waves in the industry. They’ve been operational for a year, and after a significant scaling event, they realized they needed more specialized bookkeeping and accounting services to meet their growing needs. Enter ZümiFi. A Tale of Seamless Inventory Management: How Melinda Made...
At ZümiFi, we are dedicated to assisting our clients in various ways, and our focus is on how we can be there for you: Assisting Clients with Cash Flow Forecasting – Providing historical financial details for SBA loan applications. Navigating Requirements and Filings for Furloughed Employees – We’re here to guide you through complex processes....
Who hasn’t felt the weight of tasks piling up? Especially in the digital age, with constant notifications and information overload. We recently collaborated with a client who was sinking beneath the weight of his obligations. The challenge? Ensuring we received the necessary data promptly to keep his financial books updated. The Overwhelm is Real, but...
Spotlight on Success: Megan’s Rapid Response to Business Growth! 🚀💼 Our stellar Account Manager, Megan, is no stranger to stepping up when the stakes are high. When one of her clients faced the prospect of acquiring two businesses, a world of possibilities (and challenges) opened up. Chief among these was figuring out how all three...
All tied up! Emily, one of our ZümiFi account managers, recently completed a project for one of our clients, who is a law firm. This client needed all their books brought up to date, and more importantly, they needed to account for all the client retainer activity. Emily put on her best Sherlock hat and...
One of our account managers, Megan, is working with a client who is in a large growth mode. They are also seeking investments to support that growth. So Megan worked closely with the client to develop a five-year forecast. This detailed dive into the financial assumptions for growth was anchored in the client’s actual financial...
ZümiFi Spotlight: Taming Complex Financial Chaos We recently onboarded a new client with many financial activities: owning a business, managing rental properties, and personal financial undertakings. Like countless business owners, they were swamped. Bills were paid sporadically, and the consistency of which account to use? Well, that was hit or miss. Enter Mary, their dedicated...