At Zumifi, 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 Zumifi 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...