Tag: Year End

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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📣 Projections for Success! How Zumifi Transformed Year-End Planning 🗓️💼

Picture this: It’s mid-December, and one of our clients has crystal-clear visibility into their remaining income and expenses for the entire year of 2023. Equipped with this valuable information, their dedicated account manager, Megan, swiftly provided them with accurate projected financials for the upcoming year. The result? Our client was able to make well-informed last-minute...

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