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How Hubdoc Can Help You Stay Organized and Audit-Ready

Trusted bookkeeping solutions for today’s focused entrepreneurs.

Managing financial documents can be time-consuming, especially for small business owners. Thankfully, Hubdoc provides a solution to help automate the document management element of bookkeeping. Hubdoc automatically gathers your key financial documents in one place, extracts the key data, and organizes it for you to use.

Hubdoc pulls bank and credit card statements, stores receipts automatically, and delivers them to you in one place. The tool extracts the key data and syncs the documents and their data with QuickBooks Online, helping audit-proof small businesses. Hubdoc eliminates the need to manually search through emails and files for financial documents and data. This automation feature of bookkeeping is available for a monthly fee of $20, providing unlimited storage.

At ZümiFi, we believe technology should make your work smarter and easier. Hubdoc is just one of the many tools we utilize to simplify bookkeeping for our clients. In addition, we understand small business owners have unique needs and requirements, so we offer customized solutions. For example, unlike some bookkeeping services that use a standard Chart of Accounts for all their clients, we create a customized Chart of Accounts and report for each client.

ZümiFi is a 100% virtual team, meaning we work efficiently and provide real-time cloud-based information. Our team approach provides continuous support to our clients, ensuring that we offer the best, most streamlined solutions for your bookkeeping needs. We specialize in providing trusted bookkeeping solutions for today’s focused entrepreneurs.

At ZümiFi, we understand the importance of using the right tools to help simplify and streamline your bookkeeping process. So what are your favorite tools? We’d love to hear from you.

Contact us today at 415.550.3070 to learn more about our experience and expertise and how we can help design bookkeeping and financial management systems that meet your business needs.

How Hubdoc Can Help You Stay Organized and Audit-Ready.