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Success Stories – Automating Critical Payments

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

Our recent addition to the client roster, a newly established firm, has been grappling with the demands of building its internal organization and processes amidst a busy schedule. As a result, there has been a persistent concern about critical tasks slipping through the cracks. Unfortunately, this has resulted in a few near misses and one instance of a late payment charge.

We recommended recurring, automatic payments for essential expenses such as rent and insurance to mitigate these risks. This solution guarantees timely payment to key vendors. It frees up the new owners to focus their efforts on growing their business without the added stress of worrying about missed payments. In addition, implementing automatic payments can provide peace of mind and streamline financial operations, allowing business owners to concentrate on what they do best.

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 Zumifi, 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 pays off—Zumifi – your focused financial specialists.

Zumifi – keeping you in front of your bookkeeping!


Bookkeeping Services

Zumifi’s ongoing bookkeeping services manage your financial activity with a complete turnkey approach. We deliver solid books that provide key real-time information, 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 unique combinations to leverage technology truly. 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 Zumifi’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 a client of any discrepancies and resolving discrepancies per the client’s instructions when appropriate.

They are reporting – Generating financial reports based on the collected data.

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

Success Stories – Automating Critical Payments