Category: ZümiFi

Success Stories – Cleaning Up the Books

Recently, we worked with a client who experienced numerous changes in their business operations. During this period, they failed to “lock” their QuickBooks records for the previous year, leading to confusion and uncertainty about their financial data. To complicate matters further, they completed their 2022 taxes on an extension in September, which they were unsure...

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Building Success Through Cloud Integration: A Start-Up Success Story with ZümiFi

We’re thrilled to spotlight one of our newest clients—a burgeoning food start-up making waves in the industry. They’ve been operational for a year, and after a significant scaling event, they realized they needed more specialized bookkeeping and accounting services to meet their growing needs. Enter ZümiFi. A Tale of Seamless Inventory Management: How Melinda Made...

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Tax Planning for Your Business

As a business owner, thinking about taxes may not be the most exciting thing to do. However, tax planning is essential to avoid penalties and reduce tax exposures. Regardless of how simple or complex a tax strategy is, it will be based on structuring the plan to accomplish one or more of the following goals:...

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