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Success Stories – A Financial Deep Dive

ZümiFi - know your numbers!

One of our account managers, Megan, is working with a client who is in a large growth mode. They are also seeking investments to support that growth. So Megan worked closely with the client to develop a five-year forecast. This detailed dive into the financial assumptions for growth was anchored in the client’s actual financial performance and then carefully projected into the future.

The result?

The client got precisely what he needed for the investor deck he was preparing, and he is now well-equipped to go out and secure those investments! Great work, Megan!

Success Stories - A Financial Deep Dive

Why do you need financial management?

The real question is, “Why don’t you need financial management?” Most small businesses struggle because they aren’t comfortable analyzing and tracking what’s going on with their numbers. These reports can be difficult to understand unless you can read between the lines and see the big picture, month to month. ZümiFi can help. We believe that “working” your financials is much like exercising… We all know what we “should” be doing, but it’s often hard to get into the habit. So if you don’t like staring cross-eyed at financial reports, let ZümiFi create and manage the reports for you.

Financial Management Services

ZümiFi can help you create the Financial Management discipline and the routine to flex your business muscles. Our services can show you how to get the desired results for your business. Like a personal trainer at the gym, ZümiFi’s extensive financial and business expertise can save you time and money in managing your business. We’ll help you achieve your success more efficiently and effectively.

The Scope of ZümiFi’s Financial Management Services

With our Outsourced CFO services, we can help you with the following:

  • First, monitor your business’s financial performance with customized criteria and metric tracking.
  • Create budgets and cash flow projections to monitor your most critical resources strategically.
  • Design and implement internal controls to ensure that the information you gather is clear, concise, and worth the effort you put into gathering that information.
  • Advise regarding the technology your business uses and business process optimization.
  • Provide advice/ support to the CEO / COO / Owner as a key and confidential partner.
  • Financial Review and Oversight – For clients who manage their bookkeeping, we offer oversight and review services to monitor that bookkeeping and provide our unique expertise in QuickBooks and financial analysis for your business.

ZümiFi – know your numbers!

Success Stories – A Financial Deep Dive

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