Category: Success Stories

ZümiFi – Standing Together!

It’s hard to talk about successes at this time, so we will instead focus on the ways we are helping, and can further assist our clients: assisting clients with cash flow forecasting – providing historical financial details for SBA loan applications helping navigate requirements and filings for furloughed employees calculating essential expenditures, and identifying discretionary...

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Success Stories – Helping You Grow

One of our crackerjack Account Managers, Megan, had one of her clients reach out. This client was presented with an opportunity to purchase two other businesses that are in the same industry as his. Amongst the many challenges, was the client’s need to sort out what this might all look like if it operated as...

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Success Stories – Clean Books Always!

We have a newer client who has a LOT going on – the couple each owns their respective own business. They also own rental properties. And of course, they have their own personal financial activity that they want to track. Like many business owners, they are super busy. They pay bills as they need to,...

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Success Stories – Squeaky Clean!

One of our account managers, Jean recently untangled a mess caused by a third party biller. It seems like they didn’t do their job consistently, and despite being authorized to process numerous invoices for payment they did not! Our client knew things were wrong but didn’t have the time to sort it out themselves directly....

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Success Stories – Actionable Data

Success for ZümiFi sometimes means that less is more. A great example of that was last week Megan, a ZümiFi Account Manager, had a super short monthly check-in financial review meeting with her client. Why so short? Well, because things were so clear and systems were running so smoothly that the critical information was all...

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Success Stories – Getting to the Bottom of Things

It’s not uncommon that we are asked to dig into things that occurred before we ever started working with our clients. That’s exactly what recently happened for one of our clients – they received an IRS notice regarding a payroll filing for a prior year. Thankfully, their ZümiFi account manager Patty dug right into it!...

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