Many clients use other systems besides QuickBooks to manage and maintain their books. One recent example is a client who has a retail store. They use a Point of Sale (POS) system to record and track their sales. This POS then also synchronizes with QBO. But systems aren’t always perfect – they realized that because they pressed one button, several things happened “automatically” that drastically changed their books!
Success Stories – Wait, that’s not right
What to do? They are called ZümiFi! We could go into both systems and determine what was accurate and erroneous. We confirmed this against all the other activities, so we were 150% sure of what was real and what was not.
Problem solved! The books are now clean and fully reconciled, and we all sleep soundly, knowing that the books are accurate.
Another satisfied ZümiFi client …
If you need help integrating QBO solutions, call ZümiFi, and we’ll help you keep it clean …
We’re Smart, Focused, Virtual, and Unique
Our clients choose us because we’re different––in a good way. Here’s how we set ourselves apart from other bookkeepers and financial management services:
- Business Focus –– We are fluent in the various dialogues of different industries. We distinguish ourselves by speaking your language – not by requiring that you learn to speak ours.
- Customized, Tailored Solutions –– Some bookkeeping services and CPAs like all of their clients to use one standard Chart of Accounts. Not us. We create a customized Chart of Accounts and customized reporting for each client. So your Chart of Accounts will be all about what you need to see and will always reflect both solid accounting practices and information laid out in a way that’s concise and useful to you.
- Real-Time, Cloud-Based information –– We are 100% virtual. That means you have access to everything we have access to. That means you’ll have all the perks of a full-time, onsite bookkeeper without the overhead and cost! We’re always on the same page and always sharing the same data. That’s Cloud efficiency at its best!
- Our Team Approach –– Not only do we have your back, but we also have each other. ZümiFi is unique because we’re a team that works together to provide continuous support to our clients, whatever may be going on. That means there’s always someone available for you to think things through and ensure we’re offering the best, most streamlined solutions for your bookkeeping needs.
Trusted bookkeeping solutions for today’s focused entrepreneurs.
Contact us today at 415.550.3070 to learn more about our experience and expertise and how we can help design bookkeeping and financial management systems that meet your business needs.