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Master Your Receipts!

Best practices for business success!

If you’re a business owner, you’ve probably asked yourself: what should I do with my receipts? Of course, receipts are an important part of any business’s financial management, as they are proof of expenses for taxes and other financial records. But keeping receipts can be tedious and time-consuming, especially when you have other things to focus on.

Master Your Receipts!

Luckily, there are multiple solutions available to help keep your receipts organized. In addition, different solutions offer features that are better fitting for clients. For example, some clients do well using tools like Expensify or Tallie to track and record receipts and appreciate the ability to deal with their receipts “on the go.”

Other clients prefer to send things to us and let us record and store those receipts. At ZümiFi, we offer ongoing bookkeeping services that manage your financial activity with a complete turnkey approach. We deliver solid books that provide key information in real-time, accessible anywhere, anytime, on any device.

So, how can we help you manage your receipts? It can be as simple as sending us an e-mail with a picture of your receipts. We will upload and file them into your Box.com account for you. Then, you can drop them directly into your “To Be Processed” folder on Box.com. Your ZümiFi account manager checks this folder each time they work on your account. They will automatically file them in the appropriate expense category for you.

There are many ways to manage receipts, but the important thing is to ensure you ARE recording and storing your receipts! Talk to your account manager today if you want to up your game on managing your receipts!

Cloud-Based Solutions to Grow Your Business

At ZümiFi, we create a custom combination of online, cloud-based tools, including QuickBooks Online, Bill.com, Box.com, and other tools in unique combinations to leverage technology truly. This enables us to fully automate your system, eliminate data entry, and simplify and facilitate your bookkeeping. And we ensure accuracy and completeness so that every dollar counts.

Our ongoing bookkeeping services include Accounts Payable Services – Recording, tracking, and paying vendor bills; Accounts Receivable Services – Recording and tracking customer invoices and payments; Payroll Services – Processing payroll per each client’s instructions regarding amounts to pay; processing and filing appropriate payroll taxes and tax forms; Reconciliations – Reviewing and balancing bank and credit card transactions; notifying the client of any discrepancies and resolving discrepancies per the client’s instructions when appropriate; and Reporting – Generating financial reports based on the collected data.

In conclusion, managing receipts is crucial to any business’s financial management. At ZümiFi, we offer ongoing bookkeeping services that can help you easily manage your receipts and other financial records.

Contact us today to learn how we can help you master your receipts!