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Success Stories – Double Checking the Details

Our job is to check and then check again.

We are all creatures of habit. As bookkeepers, we know when something is out of the norm when we work on your account.

We have a client that uses the same taxi service in the Bay Area. The charges always come up on the credit card statement as processed in Redwood, CA. However, last month, the charges started coming up in Huntington Beach, which is in Southern California.

At ZümiFi, our staff is trained to review accounts for potential red flags. We noticed this change right away and questioned the charges. During our investigation, it was discovered that some taxi drivers in the Bay Area tried to avoid processing fees from the taxi company by processing payments with their PayPal accounts. The client verified that the charges were not fraudulent, but that small detail was enough to warrant double-checking.

Our job is to check and then check again.

ZümiFi – we’ve got your back!

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 – Double Checking the Details


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