At ZümiFi, we have been doing this while and have a few favorite tools to make business and our client’s businesses more efficient. This is a sampling of the tools we like to use to deliver powerful X-ray Vision for our clients.
Google Sheets makes your data pop with colorful charts and graphs. In addition, built-in formulas, pivot tables, and conditional formatting options save time and simplify common spreadsheet tasks—all for free.
Get to your spreadsheets anywhere, anytime.
Access, create and edit your spreadsheets wherever you go — from your phone, tablet, or computer — even when there’s no connection.
Google Sheets are not quite as robust as an Excel spreadsheet, but they can be helpful! We use Google Sheets for real-time collaboration with our clients. No more worrying about who is updating what or which version contains everything. We even meet with clients and collaboratively update the Google Sheet live in the meeting! It’s a great tool so we can all be on the same page … check it out!
What are your favorite tools? We’d love to hear from you
Cool Tools – Google Sheets
Success Stories – Thanks, Christine!
A shout out to our team member Christine! She found a great way to convert data from bank and credit card statements from a pdf into a spreadsheet so we can compile all a client’s income and expenses via Excel.
This is not a normal practice, and we certainly prefer to maintain books in real-time and with a complete accounting solution like QuickBooks Online. But in this case, we will be handling the books for the client’s new business, and he needs to file and report prior activity to “clean house.” So Christine thought of a great way to do that quickly, efficiently, and in a way that the client gets what he needs in the simplest way possible.
Go, Christine! That’s the ZümiFi way …
Happy clients are our goal!
How can we make you happy? Contact us today!