ZümiFi recently had a customer return after he launched his new business. We were tasked with setting up his books and helping him customize the right look for his practice. He was not happy with the invoice template that QBO offers. He sent us a template with the layout he was looking for.
Most users are unaware that you can import your invoice template through QuickBooks Lab. By turning on the Import Style option and adding a few codes, we could give the customer the template he wanted.
We work in QBO every day. Call your account manager if you run into issues with your QBO account. We can help create a solution!
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 more effectively.
The Scope of ZümiFi’s Financial Management Services
With our Outsourced CFO services, we can help you:
Monitor your business financial performance with customized criteria and metric tracking.
Create budgets and cash flow projections so you can strategically monitor your most critical resources.
Design and implement internal controls to ensure that the information you gather is clean, concise, and worth the efforts you put into gathering that information.
Advice 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.
ZümiFi – tailoring solutions, one client at a time!