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Success Stories – It has to Balance

Got a challenge? Call Zumifi and we'll help you keep it clean

Yet again, a client recently came on board and ran into a problem from a prior year. It turns out that their previous bookkeeper made changes to the 2021 books. So when the CPAs filed for 2022, the beginning balances didn’t match. NO! That cannot happen!

Fortunately, we had been in this situation before and knew exactly what to do. We requested the beginning balances that the CPAs had, went into the QuickBooks Online file, and made the corrections. Voila – the balances are now matched, and the CPAs can prepare the 2016 taxes. This is why it is critical to “lock” or “close” the books once you send them to the CPA. If so, you won’t make these changes to prior years and get out of sync.

Ensure your prior year is “locked” so you do not inadvertently make changes after handing off your books to your CPA. Closing the books is a simple step in QBO or QuickBooks desktop and standard practice at Zumifi. Why? Because great books matter!

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

If you’re still using desktop solutions to track your books, Zumifi can offer QuickBooks consulting services. But if you’ve decided to get into the cloud, we can help you get there––smoothly and efficiently. We’re well-versed and experienced in migrations, both straightforward and complex. We’ll discuss all the details with you, craft a plan, and ensure that you get exactly what you need to start enjoying all the benefits of cloud bookkeeping and computing!

The Scope of Zumifi’s QuickBooks Consulting Services:

  • Configure and set up QuickBooks with best practices to work effectively for your particular business.
  • Build customized reports and define how to get the most out of QuickBooks.
  • Navigate the intricacies of invoicing, inventory tracking, job costing, reconciling accounts, figuring sales tax, creating purchase orders, markup, payroll, subcontractors, and more.
  • Save time and accuracy by entering information into your accounting system just once and then having it work seamlessly.

Contact us today or call 415.550.3070 to learn more about our experience expertise and how you can benefit from customized QuickBooks Consulting to get you up and running quickly.

Success Stories – It has to Balance.