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Success Stories – Year Over Year

ZümiFi - ensuring that you know your numbers!

In the last newsletter, we recommended that you take some time after finalizing your year-end books to review your 2022 financials and learn what they tell you about your business performance. One of our clients asked if we could help them do this analysis. But of course!

Success Stories - Year Over Year

Our stellar Director of Operations did a thorough review and a year-over-year comparison of their performance. There were many great discussion points all around, and the client appreciated this so much that we will now be performing this analysis quarterly for them. The client plans numerous big changes for their business in 2023, so this feedback about the business performance was vital as they stepped forward into a new growth chapter.

Here’s what the client had to say about their experience:

“Talking to you gave us motivation and confidence that our dreams will finally materialize this year. Thanks for turning our biggest gray area into something we can understand and conquer (finance strategy)! We are lucky to be working with you…”

ZümiFi – ensuring that you know your numbers!

Success Stories – Year Over Year

Why do you need financial management?

The real question is, “Why don’t you need financial management?” Most small businesses struggle because they aren’t comfortable analyzing and tracking what’s going on with their numbers. These reports can be difficult to understand unless you can read between the lines and see the big picture, month to month. ZümiFi can help. We believe that “working” your financials is much like exercising… We all know what we “should” be doing, but it’s often hard to get into the habit. So if you don’t like staring cross-eyed at financial reports, let ZümiFi create and manage the reports for you.


Financial Management Services

ZümiFi can help you create the Financial Management discipline and the routine to flex your business muscles. Our services can show you how to get the desired results for your business. Like a personal trainer at the gym, ZümiFi’s extensive financial and business expertise can save you time and money in managing your business. We’ll help you achieve your success more efficiently and effectively.


The Scope of ZümiFi’s Financial Management Services

With our Outsourced CFO services, we can help you with the following:

Monitor your business’s financial performance with customized criteria and metric tracking.

Create budgets and cash flow projections to monitor your most critical resources strategically.

Design and implement internal controls to ensure that the information you gather is clean, concise, and worth the effort you put into gathering that information.

Advise regarding the technology your business uses and business process optimization.

Provide advice/ support to the CEO / COO / Owner as a key and confidential partner.

Financial Review and Oversight – For clients who manage their bookkeeping, we offer oversight and review services to monitor that bookkeeping and provide our unique expertise in QuickBooks and financial analysis for your business.