We need guidance from our clients, so we know how to code expenses. This task can seem overwhelming for many when you have days, weeks, months, or even years of uncategorized expenses to clarify. We have a client that came to us with a big project. We are helping her go back a few years...
Set up annual recurring tasks for finance/accounting deadlines Create tasks, reminders, and lists to move your work forward. Asana is a task manager that’s easy to use but powerful enough for complex projects. It is often hard to avoid once-a-year tasks, like your Secretary of State statement of information filings or annual insurance renewals. Using...
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,...