Why do you need financial management?

The real question is, "Why don't you need it?" Most small businesses struggle because they aren't comfortable analyzing and tracking their numbers, reports can be hard to read between the lines on, month to month. That's where Zumifi comes in. Working your financials is a lot like exercising: we all know we should be doing it, but it's hard to build the habit. Consider us your financial personal trainer, we'll create the discipline and the routine to flex your business muscles, and manage the reports so you don't have to stare cross-eyed at them yourself. The result: you reach your goals more efficiently, more effectively, and with a lot less guesswork.
Illustration of financial management reporting and analysis

Scope of Zumifi's services

With our outsourced CFO services, we can help you:
Business Monitoring
Monitor your business financial performance with customized criteria and metric tracking.
Budgets & Projections
Create budgets and cash flow projections so you can strategically manage your most critical resources.
Controls & Oversight
Design internal controls and financial oversight, including review services for clients handling their own bookkeeping.
Advise on Technology
Advise on the technology your business uses and optimize your business processes.
C-Suite Support
Provide advice and support to the CEO, COO, or owner as a key, confidential partner.

"Zumifi is how I have my company's books managed efficiently, easily and effortlessly (on my part), almost as if it were magic!”
- Gary Levenberg, KID Group, San Francisco, CA