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Success Stories – Creating Efficient Workflows

Establishing smarter workflow procedures saves time, money and gets invoices out faster!

At ZümiFi, we aim to establish a great workflow with our clients. For example, we have a client who wants to ensure his billing is completed and sent out by the 5th of every month. His account manager has set up his monthly billing procedures to ensure this can be accomplished within his desired time frame.

The client enters his billable time in T-Sheets every day. This information is then transferred over to his QBO account and approved. Time to review and adjust his entries is important for billing accuracy. Sending her client his time activity reports a few days before the end of the month has allowed him more time to review them. A smaller report with the remaining entries is sent at the beginning of the month before draft invoices are created. Starting the billing process a few days early has decreased the time needed to revise invoices before they are e-mailed.

Establishing smarter workflow procedures saves time and money and gets invoices out faster!

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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.

Success Stories – Creating Efficient Workflows

Bookkeeping Services

ZümiFi’s ongoing bookkeeping services manage 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, and 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 tax forms.

Reconciliations – Reviewing and balancing bank and credit card transactions; notifying the 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.

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