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Success Stories – An Easy Transition

 Why? Because great books matter!

One of the things we love to do and are passionate about doing is documenting the bookkeeping procedures. Not only does this ensure consistency for us, but it also serves as a valuable resource to our clients.

One of our clients is growing rapidly, and they now have an in-house Admin who can take on some of the tasks we have performed. Transition? Easy! We already have documented procedures that we can easily share with the Admin. In addition, we can provide support and answer questions as they get up to speed on these new responsibilities.

At ZümiFi, we are passionate about the work getting done right, not about who is performing that work. So we make sure that happens on our end with the team approach, allowing us to “cover” for one another when needed. And on the client side, we facilitate the optimal use of resources and adapt when those resources change.

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 leverage technology truly. 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.

 Why? Because great books matter!

Got a challenge? Call ZümiFi, and we’ll help you keep it clean …

Success Stories – An Easy Transition