Home / Blog / Success Stories – Actionable Data

Success Stories – Actionable Data

ZümiFi - delivering clean books for clear thinking!

Success for ZümiFi sometimes means that less is more. A great example of that was Megan, a ZümiFi Account Manager, who had a super short monthly check-in financial review meeting with her client last week. Why so short? Because things were clear and systems were running smoothly, the critical information was all right at their fingertips, and there was little need to take a long time to discuss it. So this is a great success.

Success Stories - Actionable Data

We want our clients to have what they need – actionable data. When that actionable data is right at their fingertips, they can focus on what to DO with that data -how to leverage those insights and learnings to keep moving their business forward. Megan delivered exactly that in this case – quick, clean, clear, accurate data. The client could then take that data and run with it!

Success Stories – Actionable Data

ZümiFi – delivering clean books for clear thinking!

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 results you desire 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:

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.