Roster / Finance
Finance agents
Close review, cash planning, spend questions, tax-preparation packets, and owner reporting carried in one current financial view.
Strategy
A small-business financial view should not stop at transaction categorization. ZEFA carries close exceptions into a thirteen-week cash view, receivable and payable timing, spend review, accountant questions, and the monthly owner brief.
Every forecast assumption retains a source and confirmation date. Tax treatment, accounting policy, filings, payroll approval, financing, and money movement stay with the owner and qualified professionals.