Home / Blog / Success Stories – One Step at a Time

Success Stories – One Step at a Time

Sometimes taking one step at a time is the best way to tackle a big task.

When it comes to accounting and bookkeeping, coding expenses can be daunting, especially when there are days, weeks, or even years of uncategorized expenses to clarify. At Zumifi, we understand that we need guidance from our clients to know how to code expenses accurately.

One of our clients approached us with a big project – to go back a few years to finish her books. Initially, we would send her reports with a month’s worth of expenses but were not receiving any feedback. Finally, we realized this approach was not working and decided to try something different.

Our team started sending the client a smaller amount of unidentified expenses each week, accompanied by a phone call to review the expenses together. This approach proved to be the breakthrough we needed. Finally, the client could see that progress was being made, albeit slowly but surely, and could see the light at the end of the tunnel.

Breaking the task into smaller pieces made it less overwhelming for our client, and the weekly phone calls allowed her to provide feedback and guidance. This approach was a game-changer for our client, and it was amazing to see the difference it made.

At Zumifi, we pride ourselves on keeping things simple, even for complex installations. Our cloud integration services combine various software solutions effectively and cost-efficiently, giving you real-time data access on any device. We have covered you, from POS and shopping cart integration systems to time tracking and invoicing systems.

Our inventory management systems streamline your complex, time-consuming tasks, and our enhanced security measures ensure your information is safe in the cloud. In addition, with multi-user access, we enable collaboration between Zumifi and your team, giving you peace of mind that we have your back.

Imagine how great it would feel to have your books up-to-date and accurate.

Contact Zumifi today, and let us help you take the first step toward achieving this goal.

Success Stories – One Step at a Time

Follow us on LinkedIn – Zumifi