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Success Stories – Referral Partners

ZümiFi - great books matter; we know how to get you there.

Some of our best referrals come from CPAs that we have worked with – when their clients need to change or upgrade their bookkeeping solutions, ZümiFi is often the one they call!

Recently we got a referral from a CPA firm we have worked with for years. The client had approached their CPA describing strong growth and realizing it was no longer the best use of their internal time to continue managing and increasing complex bookkeeping cycles. As they described their needs, the CPA firm immediately knew that ZümiFi was a great fit! We had a quick call that mostly focused on the logistics of the transition. Why? The client already knew who we were and trusted the strong recommendation of their CPA.

That is the benefit of a strong financial team. This client is also in an industry with some particular tax requirements, but we’re not worried because we know the CPA firm will guide us through what we need to know for their circumstances. And the CPA firm has complete confidence that we will implement those guidelines clearly and consistently once we know.

Bookkeeping is the bread and butter of our business.

It’s also where we came from, what we love most, and what we’re best at. It does wake us up in the morning and makes us smile when we begin to work! But bookkeeping in the cloud takes all of that joy a few levels higher by optimizing opportunities to automate data entry and connect the vast universe of various online tools that can synchronize seamlessly with your QuickBooks Online. ZümiFi is experienced in understanding each client’s needs, then making custom-designed recommendations that will truly move things forward to deliver great books.

Success Stories – Referral Partners

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