Recently we have been documenting workflows collaboratively with a client who is now launching their product. They are hiring new people, and we need to know two things:
- that we have nailed down exactly what needs to be done, and by whom, in what order and
- that we have a clear way of communicating both the process and the expectations to the new staff.
Google Docs offers us a great tool for that. It is basically for word processing, like Microsoft Word. But it lives in the cloud. We can make “comments” within the document and assign those back and forth when we need to communicate with a particular workflow element. Once that communication is done, we can mark those comments as “resolved.” The result – everyone gets to address their portion of the document at their convenience, remotely yet using a fully collaborative tool.
At ZümiFi, we find this means things get done faster!
What are your favorite tools? We’d love to hear from you.
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We’re Smart, Focused, Virtual, and Unique
Our clients choose us because we’re different––in a good way. Here’s how we set ourselves apart from other bookkeepers and financial management services:
- Business Focus –– We are fluent in the various dialogues of different industries. We distinguish ourselves by speaking your language – not by requiring that you learn to speak ours.
- Customized, Tailored Solutions –– Some bookkeeping services and CPAs like all of their clients to use one standard Chart of Accounts. Not us. We create a customized Chart of Accounts and customized reporting for each client. So your Chart of Accounts will be all about what you need to see and will always reflect both solid accounting practices and information laid out in a way that’s concise and useful to you.
- Real-Time, Cloud-Based information –– We are 100% virtual. That means you have access to everything we have access to. That means you’ll have all the perks of a full-time, onsite bookkeeper without the overhead and cost! We’re always on the same page and always sharing the same data. That’s Cloud efficiency at its best!
- Our Team Approach –– Not only do we have your back, but we also have each other. ZümiFi is unique because we’re a team that works together to provide continuous support to our clients, whatever may be going on. That means there’s always someone available for you to think things through and ensure that we’re offering the best, most streamlined solutions for your bookkeeping needs.
Trusted bookkeeping solutions for today’s focused entrepreneurs.
Contact us today at 415.550.3070 to learn more about our experience, our expertise, and how we can help design bookkeeping and financial management systems that meet your particular business needs.