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Success Stories – Your Business, Your Way

ZümiFi - tailoring solutions, one client at a time!

At ZümiFi, we understand that every business is unique, and that’s why we offer customized solutions to fit the needs of our clients. Recently, a customer returned to us after launching his new business. He needed help setting up his books and customizing the look of his invoices. He was unhappy with the invoice template QBO offers and sent us a template with the layout he was looking for.

Many users are unaware you can import your invoice template through QuickBooks Lab. Turning on the Import Style option and adding a few codes could give the customer the template he wanted. This customization allowed him to present a professional and polished image to his clients and helped him stand out in a crowded market.

At ZümiFi, we work in QBO every day and always look for ways to improve our clients’ experience. We know every business is unique, and we take the time to understand your needs and goals. Our financial management services can help you create the financial discipline and routine to flex your business muscles. Like a personal trainer at the gym, ZümiFi’s extensive financial and business expertise can save you time and money in managing your business and help you achieve your success more efficiently and effectively.

Our outsourced CFO services can help you monitor your business’s financial performance with customized criteria and metric tracking, create budgets and cash flow projections, design and implement internal controls, provide advice regarding the technology your business uses and business process optimization, and provide advice and support to the CEO, COO, or Owner as a key and confidential partner. For clients who manage their bookkeeping, we also offer financial review and oversight services to monitor bookkeeping and provide our unique expertise in QuickBooks and financial analysis for your business.

Contact us today if you’re looking for a partner to help you customize your bookkeeping experience and achieve your business goals. We’re here to help you succeed.

ZümiFi – tailoring solutions, one client at a time!

Contact us today!

Success Stories – Your Business, Your Way