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Success Stories – Don’t Mess with Success

ZümiFi - tailoring solutions, one client at a time!

If something is working, stick with it. For example, we have a client using ZümiFi to update their inventory system. They had only planned to temporarily use ZümiFi for this task until they hired a new employee. However, the Company found tracking inventory was more difficult and time-consuming than they had assumed. Further, they found that there were too many errors and time wasted fixing the errors when they filled the position.

They continued using Megan, their ZümiFi account manager, to maintain their inventory. Megan’s knowledge and ability to efficiently complete the task made the client happy.

Bookkeeping is the bread and butter of our business.

It’s also where we came from, what we love most, and what we’re best at. It does wake us up in the morning and makes us smile when we begin to work! But bookkeeping in the cloud takes all of that joy a few levels higher by optimizing opportunities to automate data entry and connect the vast universe of various online tools that can synchronize seamlessly with your QuickBooks Online. ZümiFi is experienced in understanding each client’s needs, then making custom-designed recommendations that will truly move things forward to deliver great books.

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.

Reporting – Generating financial reports based on the collected data.

Contact us today!

Success Stories – Don’t Mess with Success.

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