Home / Blog / Success Stories – Sweating the Details

Success Stories – Sweating the Details

We´ve got your back!

Updating your books is a very important part of your business. It helps save time and money.

Recently, a client recorded an invoice as “paid in full” on the Bill.com platform. When his account manager updated his account, she noticed that the amount deposited differed. The customer had only paid half of their invoice and still had a balance due. Our experienced team members could spot this error and correct it immediately. Her client was happy that the error was found and corrected.

Without his weekly updates, an error like this could go unnoticed and have left an invoice short-paid.

We keep track and stay on top of our clients’ daily, weekly, and monthly tasks. Great books do matter!

We’ve got your back!

Success Stories – Sweating the Details

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.

Bookkeeping Services

ZümiFi’s ongoing bookkeeping services manage your financial activity with a complete turnkey approach. We deliver solid books that provide you with key information in real-time, accessible anywhere, anytime, on any device.

We create a custom combination of online, cloud-based tools, including QuickBooks Online, Bill.com, Box.com, and other tools in unique combinations to truly leverage technology. This enables us to fully automate your system, eliminate data entry, and simplify and facilitate your bookkeeping. And we ensure accuracy and completeness so that every dollar counts.

The Scope of ZümiFi’s Bookkeeping Services:

  • Accounts Payable Services – Recording, tracking, and paying vendor bills.
  • Accounts Receivable Services – Recording and tracking customer invoices and payments.
  • Payroll Services – Processing payroll per each client’s instructions regarding amounts to pay; processing and filing appropriate payroll taxes and tax forms.
  • Reconciliations – Reviewing and balancing bank and credit card transactions; notifying a client of any discrepancies and resolving discrepancies per the client’s instructions when appropriate.
  • They are reporting – Generating financial reports based on the collected data.

Contact us today or call 415.550.3070 to learn more about our experience and expertise and how you can benefit from customized bookkeeping services to meet your business needs.

For Disability Assistance Call