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Closing Out the Year

Book a conversation with your CPA to strategize about closing out the year

If you haven’t already, be sure to contact your CPA now! You’ll want to provide them with your actual financials through November and your projection of what will happen in December. In addition, be sure to include information about any assets you purchased during the year. Armed with this information, your CPA should be able to perform an estimate of what your tax liabilities will be for 2018.

Additionally, they can advise you about any last-minute actions you can take to optimize your tax liability for 2022. So don’t be surprised!

Contact your CPA today, and ensure you manage your tax obligations to your best advantage! Clean, current books should make this conversation quick and simple, yet another value your bookkeeping team at ZumiFi is here to add value to your business!

Closing Out the Year

Why do you need financial management?

The real question is, “Why don’t you need financial management?” Most small businesses struggle because they aren’t comfortable analyzing and tracking what’s going on with their numbers. These reports can be difficult to understand unless you can read between the lines and see the big picture, month to month. ZümiFi can help. We believe that “working” your financials is much like exercising… We all know what we “should” be doing, but it’s often hard to get into the habit. So if you don’t like staring cross-eyed at financial reports, let ZümiFi create and manage the reports for you.

Financial Management Services

ZümiFi can help you create the Financial Management discipline and the routine to flex your business muscles. Our services can show you how to get the desired results for your business. Like a personal trainer at the gym, ZümiFi’s extensive financial and business expertise can save you time and money in managing your business. We’ll help you achieve your success more efficiently and effectively.

The Scope of ZümiFi’s Financial Management Services – With our Outsourced CFO services, we can help you:

  • Monitor your business’s financial performance with customized criteria and metric tracking.
  • Create budgets and cash flow projections to monitor your most critical resources strategically.
  • Design and implement internal controls to ensure that the information you gather is clear, concise, and worth the effort you put into gathering that information.
  • Advise regarding the technology your business uses and business process optimization.
  • Provide advice/ support to the CEO / COO / Owner as a key and confidential partner.
  • Financial Review and Oversight  For clients who manage their bookkeeping, we offer oversight and review services to monitor that bookkeeping and provide our unique expertise in QuickBooks and financial analysis for your business.

Contact us today or call 415.550.3070 to learn more about our experience and expertise and how you can benefit from customized financial management services to meet your business needs.

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