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Success Stories – Preparing for Loan

ZümiFi - helping our clients focus on making their businesses work!

One of our clients is excited about expanding their business. To do so, they need to qualify for a loan. The bank needs to see several things – they need to see the historical business performance, and they also need to see the projections from the client to understand how the loan monies will be used (and yes, how they will be re-paid too).

Fortunately, the client’s books are completely up to date! So generating the historical financials was just the press of a few buttons. But ZumiFi also assisted the client in documenting their projections thoroughly. So voila! Solid financial projections, made easy.

This expansion may be a game changer for our clients, and we are thrilled to be a part of that for them!

ZümiFi – helping our clients focus on making their businesses work!

Contact us today!

Success Stories – Preparing for Loan

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.


The Scope of ZümiFi’s Financial Management Services

With our Outsourced CFO services, we can help you:

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

Create budgets and cash flow projections so you can strategically monitor your most critical resources.

Design and implement internal controls to ensure that the information you gather is clear, concise, and worth the efforts 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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