Tag: Success Stories

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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Success Stories – Year Over Year

In the last newsletter, we recommended that you take some time after finalizing your year-end books to really look through your 2018 financials and learn what they have to tell you about your business performance. One of our clients reached out and asked if we could help them do this analysis. But of course! Our...

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Success Stories – Custom Reports​

One of our clients has requested some tailored reporting to help them monitor and manage their business. We think going beyond the basics of a Profit & Loss is the greatest thing since sliced bread! Their ZümiFi account manager, Megan has joyously designed and tweaked reporting that includes pie charts, detailed data, and a variety...

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