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Success Stories – Clean Books Always!

ZümiFi is dedicated to providing clean books, always!

We have a newer client with a LOT going on – the couple owns their own business. They also own rental properties. And, of course, they have the financial activity they want to track.

Like many business owners, they are super busy. They pay bills as they need to and have not always been consistent about which account they pay them out of. Their ZümiFi account manager, Mary, is working with them to streamline these processes and, more importantly, to sort this out cleanly in their books.

Success Stories - Clean Books Always!


Because, of course, they want to be able to see what’s happening! Clean books will allow them to do that for income tax filing purposes and their information. With Mary’s interventions, they can now see each property’s income and expenses. They can look in one place and see their activity. And, of course, they can look at their business reports and see how each business is truly performing.

Clean books make a huge difference, and ZümiFi is always dedicated to providing clean books!

Success Stories – Clean Books Always!

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