Tag: Year End

Revolutionizing Financial Management: How Zumifi Elevates Year-End Financial Planning

Imagine the scenario: It’s December, and one of our clients, Megan, with the help of their devoted account manager, has a crystal-clear overview of their financial standing for 2023. This clarity allowed them to make informed decisions on expenditures, bonuses, and distributions ahead of the holiday season, ensuring a stress-free entry into the new year....

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Success Stories – It has to Balance

Yet again, a client recently came on board and ran into a problem from a prior year. It turns out that their previous bookkeeper made changes to the 2021 books. So when the CPAs filed for 2022, the beginning balances didn’t match. NO! That cannot happen! Fortunately, we had been in this situation before and...

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