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Partner Spotlight – Adrienne Dale of Pivotal

Software Solutions that Optimize Your Operations.

You face many choices when looking for new software to run your company. Working with Pivotal, you can be confident in making the best choice and achieving your desired results. Our deep expertise in Operations, Finance, and Information Technology provide a unique vision to complete your project –– on strategy, time, and budget.

Partner Spotlight - Adrienne Dale of Pivotal

The benefits of working with Pivotal include making complex technology decisions simple, enabling you to generate better data to support corporate decision-making, streamlining your operations, and enhancing employees’ jobs by letting them work smarter, not harder.

Adrienne Dale of PivotalMelinda says, Adrienne is a complete package that makes a great fit for growing small businesses. She has all the depth of experience you could want but offers those services on a fractional or part-time basis! We do the same with fractional CFO services. We deeply value opportunities and engagements where clients can benefit from all of Adrienne’s wisdom and experience but only retain her for the portion of time that they need! Most companies need skilled help before they hire it full-time, and Adrienne can step in and make it all happen as you scale!”

Partner Spotlight – Adrienne Dale of Pivotal

Bookkeeping Services

Zumifi’s ongoing bookkeeping services manage your financial activity with a complete turnkey approach. We deliver solid books that provide you with key information in real-time, accessible anywhere, anytime, on any device.
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.


The Scope of Zumifi’s Bookkeeping Services:

Accounts Payable Services – Recording, tracking,, and paying vendor bills.

Accounts Receivable Services – Recording and tracking customer invoices and payments.

Payroll Services – Processing payroll per eachclient’ss instructions regarding amounts to pay; processing and filing appropriate payroll taxes and tax forms.

Reconciliations – Reviewing and balancing bank and credit card transactions; notifying clients of any discrepancies and resolving discrepancies per clientclient’suctions when appropriate.

Reporting – Generating financial reports based on the collected data.