Tag: Success Stories

Success Stories – Using How To Videos

We recently had a client that needed to train a new employee on a very complex inventory management system. While we had extremely detailed procedures written up, their prior staff person still had difficulty following the steps required, and we spent too much time fixing errors along the way. The client needed to get their...

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Success Stories – Supporting Growth

A new firm came on board with ZümiFi earlier this year. One of their bookkeeping requirements was that they needed to have periodic reporting that reflected how the partners would allocate firm earnings amongst themselves. In addition, they had very clear and specific agreements that we needed to follow. So ZümiFi took all this information...

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Success Stories – Squeaky Clean!

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 it out themselves directly....

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Success Stories – Get It Done

Teams make the dream work! That’s our philosophy here at ZümiFi. Two of our team, Aleisha and Mary, have been working hard to finalize thousands of transactions for a client who factors their Accounts Receivables. There are many, many documents and often there are edits and changes. But this dynamic duo has done a great...

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