One of our account managers, Patty, recently took over a client account. At ZümiFi, we believe in providing a new account manager an opportunity to review the account thoroughly to ensure they are up to speed on the account, its history, and its needs. In reviewing this client account, Patty noticed that a payment processed to a vendor via Bill.com had been dated for Dec 2019! So what? That means the payment was “processed” but wasn’t scheduled to be sent out until the end of this year.
Success Stories – Account Reviews for Success
This is a really easy error for our client to make. But because Patty noticed this and then immediately reached out to the client, we realized this was likely an issue. Patty then reached out to the vendor, who hadn’t noticed that she hadn’t been paid yet! (perhaps she would like a good bookkeeping service to help her track her receivables? LOL). The vendor was appreciative, the client was grateful for the attention to his account, and Patty proved again why she is a rock star at ZümiFi!
Bookkeeping is the bread and butter of our business.
It’s also where we came from, what we love most, and what we’re best at. It does wake us up in the morning and makes us smile when we begin to work! But bookkeeping in the cloud takes all of that joy a few levels higher by optimizing opportunities to automate data entry and connect the vast universe of various online tools that can synchronize seamlessly with your QuickBooks Online. ZümiFi is experienced in understanding each client’s needs, then making custom-designed recommendations that will truly move things forward to deliver great books.