Training new employees can be difficult and time-consuming, especially regarding complex systems like inventory management. At ZümiFi, we recently had a client who needed to train a new employee on their inventory management system, which was very complex. Although we had detailed procedures written up, their previous employee still struggled to follow the steps, leading...
ZümiFi recently took on a new client with specific bookkeeping requirements. For example, the client needed periodic reporting that reflected how the partners would allocate firm earnings amongst themselves, and they had clear and specific agreements that needed to be followed. ZümiFi took all this information and designed a bookkeeping workflow that enters the data...
As a bookkeeping solutions provider, we understand the value of referrals. Referrals from satisfied customers can be a powerful marketing tool, but there is one group whose referrals hold particular significance – CPAs. At ZümiFi, some of our best referrals come from CPAs we have worked with. When their clients need to change or upgrade...
At ZümiFi, we take pride in our clients’ growth; recently, one of them opened a second location. While this often complicates the 571-L filing process due to increased purchases of new equipment and fixtures, we were well-prepared. Our comprehensive physical inventory spreadsheet, which we maintain in real-time, made it easy to confirm all the new...
One of the things we love to do and are passionate about doing is documenting the bookkeeping procedures. Not only does this ensure consistency for us, but it also serves as a valuable resource to our clients. One of our clients is growing rapidly, and they now have an in-house Admin who can take on...
We are backed up! Who doesn’t know that feeling? We all have tons going on, and this was most definitely the case for one of our clients. We recently discussed with him how we could try to prevent him from getting so backed on things he needs to provide us with so we can keep...
One of our account managers, Megan, is working with a client who is in a large growth mode. They are also seeking investments to support that growth. So Megan worked closely with the client to develop a five-year forecast. This detailed dive into the financial assumptions for growth was anchored in the client’s actual financial...
One of our account managers, Jean, recently untangled a mess caused by a third-party biller. It seems like they didn’t do their job consistently, and despite being authorized to process numerous invoices for payment, they did not! Our client knew things were wrong but didn’t have the time to sort them out themselves. So they...
One of our account managers, Patty, recently took over a client account. At ZümiFi, we believe in providing a new account manager an opportunity to review the account thoroughly to ensure they are up to speed on the account, its history, and its needs. In reviewing this client account, Patty noticed that a payment processed...
Teams make the dream work! That’s our philosophy here at ZümiFi. Our team has been working hard to finalize thousands of transactions for a client who factors their Accounts Receivables. Of course, there are many documents, and often there are edits and changes. But this dynamic duo has done a great job sorting through historical...