Streamlining Workflows for Efficient Bookkeeping
At Zumifi, we’re committed to optimizing bookkeeping processes through efficient workflows. Here’s how we helped one client achieve faster, more accurate billing:
Customized Billing Solution
Our client needed invoices sent by the 5th of each month. We created a tailored monthly billing procedure to consistently meet this deadline.
Integrated Time Tracking
The client used T-Sheets to log daily activities, which were seamlessly integrated with QuickBooks Online (QBO). This integration allowed for:
- Accurate capture of billable time
- Easy review and approval in QBO
- Minimized errors in billing
Proactive Reporting
To ensure accuracy and timeliness:
- Time activity reports were sent a few days before month-end for client review
- A follow-up report with the remaining entries was provided at the start of the month
- Draft invoices were created promptly after the final review
This proactive approach significantly reduced revision time and ensured invoices were sent on schedule.
Results
By implementing this customized workflow, we achieved:
- Faster invoice generation
- Improved billing accuracy
- Enhanced client satisfaction
- Reduced time spent on revisions
The Zumifi Advantage
Our success in optimizing this client’s bookkeeping process demonstrates Zumifi’s ability to:
- Create tailored workflows aligned with specific business goals
- Leverage technology for seamless integration and efficiency
- Deliver real-time, accurate financial reporting
Efficient bookkeeping workflows save time and contribute to cost savings, improved productivity, and stronger client relationships. Let Zumifi help you transform your financial processes and focus on growing your business.
We can help – Contact us today!
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Zumifi is how I manage my company efficiently, easily, and effortlessly (on my part)—almost as if it were magic!”
– Gary Levenberg, KID Group, San Francisco, CA
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Citations:
[1] https://zumifi.com
[2] https://www.tax.ny.gov/pdf/publications/sales/pub750.pdf
[3] https://mosey.com/blog/sales-tax-compliance-guide/
[4] https://www.salestaxinstitute.com/resources/3-trending-2024-sales-tax-issues
[5] https://taxfoundation.org/research/all/state/2024-state-tax-changes-july-1/
[6] https://www.avalara.com/us/en/research/tax-changes/sales-tax.html
[7] https://www.tax.ny.gov/bus/st/stidx.htm
[8] https://disa.com/news/weed-at-work-update-on-cannabis-in-california