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Success Stories – Relationships matter!

ZümiFi - finding solutions, one client at a time!

We have a client who did not want to handle clients paying them by check, preferring their customers to pay by ACH. But as we all know, clients don’t always do ACH just because we ask them to … so what to do with the clients who insisted on paying by check? First, we needed to figure out how to make receiving and depositing checks off our clients’ hands and ensure they were still in control.

ZümiFi reached out to our client’s banker and asked if the bank would be willing to accept checks and deposit them directly. Given the low volume of checks they expect and our desire not to incur unnecessary expenses, we thought this might be the best solution. The bank agreed to receive and deposit the checks on his behalf because he has been such a great customer.

We could make our client and his customers happy by simply picking up the phone and asking.

ZümiFi – finding solutions, one client at a time!

Contact us today!

Success Stories – Relationships matter!

We Love QuickBooks!

As a powerful tool, its biggest challenge is that it can do so many things that the choices can get a little overwhelming. In addition, QuickBooks takes some on-hands learning to use correctly. So in one or two sessions, we can cut through all those choices and options to provide a clear path on how to use QuickBooks properly –– one that you can follow, then get exactly what you need!

QuickBooks Consulting Services

If you’re still using desktop solutions to track your books, ZümiFi 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 ZümiFi’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, 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.

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