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Success Stories – Growing & Expanding

Passionate about getting it right the first time!

One of our clients recently opened a second location. We love when our clients grow, but it often complicates the 571-L filing when they purchase so much more new equipment and fixtures! Thankfully, we had a very thorough physical inventory spreadsheet that we have been managing for them, so all we needed to do was confirm that we had captured all the new purchases made over the last year.

By managing this document in “real-time,” we saved countless hours of research and avoided the risk of missing something important.

That’s why ZümiFi is passionate about getting it right the first time!

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.

Why? Because great books matter!

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

Success Stories – Growing & Expanding

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