Tag: productivity

Set up annual recurring tasks for finance

Set up annual recurring tasks for finance/accounting deadlines Staying on top of finance and accounting deadlines can be challenging, especially regarding recurring annual tasks. To stay organized and ahead of the game, setting up recurring tasks using a task management tool like Asana is recommended. With Asana, you can easily create tasks, reminders, and lists...

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Success Stories – One Step at a Time

When it comes to accounting and bookkeeping, coding expenses can be daunting, especially when there are days, weeks, or even years of uncategorized expenses to clarify. At ZümiFi, we understand that we need guidance from our clients to know how to code expenses accurately. One of our clients approached us with a big project –...

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Cool Tools Asana

At ZümiFi, we have been doing this while and have a few favorite tools to make business and our client’s businesses more efficient. This is a sampling of the tools we like to use to deliver powerful X-ray Vision for our clients.\ Asana is a free task management tool and a web and mobile application...

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