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Success Stories – Referral Partners

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

As a bookkeeping solutions provider, we understand the value of referrals. Referrals from satisfied customers can be a powerful marketing tool, but there is one group whose referrals hold particular significance – CPAs. At ZümiFi, some of our best referrals come from CPAs we have worked with. When their clients need to change or upgrade their bookkeeping solutions, we’re often the ones they call.

Recently, we received a referral from a CPA firm that we’ve had a long-standing relationship with. The client had approached their CPA with a common issue – as their business had grown, they realized that it was no longer the best use of their internal time to continue managing complex bookkeeping cycles. The CPA immediately knew that ZümiFi was a great fit for the client’s needs, so they reached out to us.

The beauty of having a strong financial team is that we can all work together seamlessly to ensure our clients’ needs are met. In this particular case, the client was in an industry with specific tax requirements, but we weren’t worried because we knew that the CPA firm would guide us through everything we needed to know for their circumstances. And the CPA firm had complete confidence that we would implement those guidelines clearly and consistently once we knew what was required.

At ZümiFi, bookkeeping is our bread and butter. It’s where we came from, what we love most, and what we’re best at. Our passion for bookkeeping is what wakes us up in the morning and puts a smile on our faces when we begin to work. However, bookkeeping in the cloud takes our joy to the next level by optimizing opportunities to automate data entry and connect the vast universe of various online tools that can synchronize seamlessly with QuickBooks Online.

We understand that every client is unique, which is why we take the time to understand their specific needs and make custom-designed recommendations that will move things forward and deliver great books. Our team of experts works closely with each client to ensure that they have the information and support they need to make informed decisions and achieve their goals.

In conclusion, referrals from satisfied customers are a powerful marketing tool, and referrals from CPAs hold particular significance for bookkeeping solutions providers. At ZümiFi, we take pride in our long-standing relationships with CPA firms and the referrals we receive from them. Our passion for bookkeeping and our commitment to providing exceptional service is what sets us apart from other bookkeeping solutions providers. Contact us today to learn more about how we can help you with your bookkeeping needs.

Success Stories – Referral Partners

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