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Success Stories – ACH Best Practices

ZümiFi - great books matter; we know how to get you there.

Did you know you can set up approvals for “automatic” ACH withdrawals? Banks may differ on their settings and permissions, but this was a great solution for one of our clients. However, while they love the convenience of automatic payments, they were uncomfortable providing vendors essentially a “blank check.”

Solution? Their bank (First Republic Bank) allows them to provide automatic withdrawals to their vendors. Still, they can add an approval layer, which means they have to authorize each payment before it goes out. While that may be a lot of work for some, this client finds it quick and easy.

Just another example of meeting our client’s needs!

ZümiFi – great books matter; we know how to get you there.

Contact us today!

Success Stories – ACH Best Practices

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.

Bookkeeping Services

ZümiFi’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 truly leverage technology. 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 ZümiFi’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 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.

Reporting – Generating financial reports based on the collected data.

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