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Success Stories – Automating Critical Payments

You want to get to the next level. And we can help you get there.

One of our new clients just formed their firm in January. They are extremely busy and still building out their internal organization and processes. As such, there are constant worries that things will “fall between the cracks,” Truth be told, there have been some near misses and one late payment charge. But the remedy for this has been to set up recurring, automatic payments for things like rent, insurance, etc. That way, those key vendors get paid, and the new owners can focus their energies on building their firm, not worrying about whether the rent gets paid.

Success Stories - Automating Critical Payments

Recurring, automatic payments also simplify the actual bookkeeping work, reducing overall expenses. Win/win! Our client is happy, and so are their vendors. Consider what recurring payments you may be able to automate for your business. Let us know if you need help anticipating these payments in your bookkeeping system so you can properly manage your cash flow.

At ZümiFi, we get it. We work with dozens of smart, savvy people like you from all types of businesses. You want to get to the next level. And we can help you get there.

Consider us as your professional stress relievers. We balance your books and crunch your numbers to show you where your hard work is paying off. ZümiFi – your focused financial specialists.

ZümiFi – keeping you in front of your bookkeeping!


Bookkeeping Services

ZümiFi’s ongoing bookkeeping services manage all of 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, 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 payroll tax forms.

Reconciliations – Reviewing and balancing bank and credit card transactions; notifying a client of any discrepancies and resolving discrepancies per client’s instructions when appropriate.

Reporting – Generating financial reports based on the collected data.

Got a challenge? Call ZümiFi, and we’ll help you keep it clean …

Success Stories – Automating Critical Payments

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