If you haven’t already, you will want to book a check-in with your CPA to review your 2022 performance and see the tax implications. To have a complete conversation, you will need to be sure that your books are up-to-date and accurate. So review your books thoroughly before the call. Make sure things look accurate...
One of our clients is a law firm that manages its monthly billing in stand-alone software. Their account manager, Michelle, then transfers those invoices created into QBO so we can track their income generated and payments appropriately. However, when entering the client’s October billings, Michelle noticed something odd – an invoice had been created for...
Keeping up with your A/R can be overwhelming when you are busy running your business. But don’t worry; your ZümiFi account manager can help! Recently, we have a client who started to get behind on their billing and collecting outstanding invoices. Their account manager, Michelle, came to their rescue and was able to create a...