Category: Success Stories

Success Stories – Don’t Mess with Success

When it comes to managing a business, efficiency is key. Therefore, it’s important to find systems that work well for your business and stick with them. This is especially true for bookkeeping, where accuracy and timeliness are crucial. A client recently came to us seeking help with their inventory system. Originally, they had planned to...

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Success Stories – Using How To Videos

Training new employees can be difficult and time-consuming, especially regarding complex systems like inventory management. At ZümiFi, we recently had a client who needed to train a new employee on their inventory management system, which was very complex. Although we had detailed procedures written up, their previous employee still struggled to follow the steps, leading...

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Success Stories – Supporting Growth

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...

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Success Stories – Referral Partners

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...

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Success Stories – Growing & Expanding

At ZümiFi, we take pride in our clients’ growth; recently, one of them opened a second location. While this often complicates the 571-L filing process due to increased purchases of new equipment and fixtures, we were well-prepared. Our comprehensive physical inventory spreadsheet, which we maintain in real-time, made it easy to confirm all the new...

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