Tag: Reconciliations

Success Stories – Reconciliation is the test!

Data entry is great, but reconciliation is the test! Our newest team member, Karen, has been working hard to onboard a new client. They have very complicated Accounts Receivables that a third-party vendor processes. The client’s previous bookkeeper focused on entering the data but didn’t “have time” to ensure that data was accurate and reconciled...

Read more

Success Stories – Thorny Reconciliations

A new client to ZümiFi came on board because they had a thorny reconciliation issue with a company that “factored” their Accounts Receivable and their prior bookkeeper was stymied getting it all to reconcile. Factoring is when you sell your Accounts Receivables to another company. That company provides you funds immediately and then waits to...

Read more

For Disability Assistance Call