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Success Stories – Building a Foundation

New relationships can be scary. Our job is to create a foundation for a long, fruitful partnership.

New relationships can be scary. Starting a working relationship with a new bookkeeper can be challenging when you are also starting a new venture. Our job is to create a foundation for a long, fruitful partnership.

Recently, we had a client that is not only new to ZümiFi but was also a new business owner. The first few months of getting her business launched and her books in order felt pretty overwhelming. However, her account manager made sure to keep her involved in the process of setting up her books. Explaining our process and involving her in creating KPIs to measure her business established a relationship of trust and a strong foundation for our work together.

We are several months into a working relationship, and the customer’s fears have been assuaged. Having a bookkeeping company that has kept her so informed was exactly what she needed.

ZümiFi – we’ve got your back!

Contact us today!

Success Stories – Building a Foundation

QuickBooks Consulting Services

If you’re still using desktop solutions to track your books, ZümiFi can offer QuickBooks consulting services. But if you’ve decided to get into the cloud, we can help you get there––smoothly and efficiently. We’re well versed and experienced in migrations, both straightforward and complex. We’ll discuss all the details with you, craft a plan, and ensure that you get exactly what you need to start enjoying all the benefits of cloud bookkeeping and computing!


The Scope of ZümiFi’s QuickBooks Consulting Services:

Configure and set up QuickBooks with best practices to work effectively for your particular business.

Build customized reports and define how to get the most out of QuickBooks.

Navigate the intricacies of invoicing, inventory tracking, job costing, reconciling accounts, figuring sales tax, creating purchase orders, markup, payroll, subcontractors, and more.

Save time and accuracy by entering information into your accounting system just once, then having it work seamlessly.

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