Zumah was founded in 2015 with one core mission: to help small business owners improve their business success through better ability to manage their business’s finances. At Zumah, we believe that managing your business’s finances should make you smile.
Zumah is a full-service bookkeeping and financial services firm that not only provides ongoing bookkeeping and accounting services but also provides you with ways to visualize your business’s financial situation more intuitively- no page-after-page of spreadsheets when what you want is a snapshot of your financial status or a look at the business’s financial trends.
We offer cloud-based bookkeeping & accounting solutions, easy-to-understand financial information presentation, and financial management solutions tailored to your business.
Juan Velasco worked as a service engineer for over 6 years in the electrical & automation industry and is where he developed and strengthened his analytical & technical skillset. He later owned a successful small business for 10 years and fell in love with business & financial management. Juan holds an MBA in finance from Keller Graduate School.
Working with small businesses and corporate clients to provide business and financial analytics support in recent years, he has developed expertise in the presentation of financial information to complement his expertise in bookkeeping and other accounting services. With this background, Juan envisioned a way to bring a family of financial services to small businesses. With his passion for helping small businesses, he now leads Zumah, with his vision translated into real, practical products and services for your business.
Anastasia Kabitskaya has worked in bookkeeping & accounting for small businesses for several years and had been in responsible for several large teams. She has also worked in the banking industry, helping small to large businesses with their financial needs. She is a Certified Senior Advisor through The Society of Certified Senior Advisors. Her dedication to helping small businesses and passion for customer services allows her to provide a fantastic client experience.
With her combination of strong business bookkeeping and customer service skills; she provides a great client experience and value to our clients’ bookkeeping & accounting needs. She now leads the management of the bookkeeping services for Zumah.