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...
At ZümiFi, we understand that every business is unique, and that’s why we offer customized solutions to fit the needs of our clients. Recently, a customer returned to us after launching his new business. He needed help setting up his books and customizing the look of his invoices. He was unhappy with the invoice template...
At ZümiFi, we understand that as a small business owner, you want to focus on growing your business and not worry about the nitty-gritty of bookkeeping. That’s where we come in. We provide complete turnkey solutions that automate your system, simplify and facilitate your bookkeeping, and ensure accuracy and completeness so that every dollar counts....
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...
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...
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...
Several ZümiFi clients have been paying attention to the changes in California now that AB5 is in effect. One of those clients realized she would no longer be able to pay one of her part-time assistants as independent contractors. An update The California AB5 (Assembly Bill 5) is a state law that went into effect...
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...
One of the things we love to do and are passionate about doing is documenting the bookkeeping procedures. Not only does this ensure consistency for us, but it also serves as a valuable resource to our clients. One of our clients is growing rapidly, and they now have an in-house Admin who can take on...
Yet again, we had a client who 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...