Teams make the dream work! That’s our philosophy here at ZümiFi. Our team has been working hard to finalize thousands of transactions for a client who factors their Accounts Receivables. Of course, there are many documents, and often there are edits and changes. But this dynamic duo has done a great job sorting through historical...
One of our clients just sold their business. The new owners, being the smart folks they are, wanted to keep working with us to handle their bookkeeping needs. Not only was their account manager, Michelle, in a great position to help them get up to speed on everything financial, but Michelle has also been able...
Recently a client wrote us this – “Love your approach to ensure that nothing gets missed. I appreciate you implementing a proactive solution to this! So – this is great, keep up the hard work :).” BAM! That is pure music to our ears. We strive to be proactive. We focus on making things cleaner...
We had a new client come on board recently, and one of the first tasks was to get things for 2022. In that review process, their Account Manager Megan noticed that the payroll entries were all over the place! We have discussed the importance of consistency, and payroll entries, particularly, can swing your financials out...
As bookkeepers, we love to reconcile! We love to find ways to ensure that we have captured everything accurately. One of our clients is a law firm. They accept retainers that must be held in a separate trust account (IOLTA). They maintain many entries in their billing system, but we check their work regularly. Why?...
In the last newsletter, we recommended that you take some time after finalizing your year-end books to review your 2022 financials and learn what they tell you about your business performance. One of our clients asked if we could help them do this analysis. But of course! Our stellar Director of Operations did a thorough...
At ZümiFi, we understand that change isn’t always easy. In fact, as humans, we typically resist change. But changes can be good. And at ZümiFi, we think a lot about changes before we propose them. Because we understand they are hard and want to make sure they are worth the effort. Our Director of Operations...
One of our clients recently upgraded their Point Of Sale system. The crackerjack team at ZümiFi was able to log into the new system and configure an integration so the data can come over cleanly into QuickBooks Online. This process now saves time and money every week. Of course, not all integrations work equally as...
Clean and accurate reports when you need them? No problem! At ZümiFi, we strive to keep your data up-to-date and constantly current. Generally, we establish a clear cadence for generating reporting to our clients so they know what to expect and when they can expect it. For example, one of our account managers, Jen, just...
One of our clients knew in mid-December exactly what their remaining income and expenses would be for 2022. Their account manager, Megan, then used that information to provide them with accurate projected financials for 2022. Result? The client was able to make last-minute decisions on expenses, incentives, and partner distributions well before the holiday break!...