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Success Stories – Helping You Grow

ZümiFi - helping you grow with great information!

One of our crackerjack Account Managers, Megan, had one of her clients reach out. This client was presented with an opportunity to purchase two other businesses in the same industry as his. Amongst the many challenges was the client’s need to sort out what this might all look like if it operated as a single entity.

The solution? Call Megan at ZümiFi!

Success Stories - Helping You Grow

Megan worked closely with the client to compile consolidated financials over a specific period for the three entities. This allowed the client to estimate then what this opportunity could look like.

ZümiFi was able to adjust Megan’s calendar to make her available to work through this with the client at the speed of business. The result? The client got exactly the information he needed to evaluate this opportunity!

ZümiFi – helping you grow with great information!

Success Stories – Helping You Grow

Financial Management Services

ZümiFi can help you create the Financial Management discipline and the routine to flex your business muscles. Our services can show you how to get the desired results for your business. Like a personal trainer at the gym, ZümiFi’s extensive financial and business expertise can save you time and money in managing your business. We’ll help you achieve your success more efficiently and effectively.

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The Scope of ZümiFi’s Financial Management Services

With our Outsourced CFO services, we can help you with the following:

Monitor your business’s financial performance with customized criteria and metric tracking.

Create budgets and cash flow projections to monitor your most critical resources strategically.

Design and implement internal controls to ensure that the information you gather is clear, concise, and worth the effort you put into gathering that information.

Advise regarding the technology your business uses and business process optimization.

Provide advice/ support to the CEO / COO / Owner as a key and confidential partner.

Financial Review and Oversight – For clients who manage their bookkeeping, we offer oversight and review services to monitor that bookkeeping and provide our unique expertise in QuickBooks and financial analysis for your business.

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