Zoho Books consulting
Practical help getting Zoho Books set up and working the way your accounting process needs it to.
How we can help
Zoho Books is cloud accounting software. Getting value from it depends on a sound set-up and consistent workflows.
- Zoho Books setup assistance
- Organisation configuration
- Chart of accounts assistance
- Tax configuration support
- Customer and vendor setup
- Accounting workflow configuration
- Reporting and accounting process improvement
Our founder has used Zoho Books in day-to-day accounting work, which informs how we approach configuration and workflow questions.
What to expect
- Discuss your requirementsWe talk through how your business invoices, pays and reports today.
- Review what you haveWe look at your current records or existing set-up, if any.
- Agree scopeWe confirm what is feasible and agree what will be delivered, in writing.
- Configure and checkWe set things up, test them with sample transactions, and review the results with you.
Good to know
What can be configured depends on your Zoho Books plan, your business's requirements and how your other systems work. We do not promise integrations or advanced configurations until we have confirmed they are technically feasible for your situation.
If your requirement goes beyond what we can deliver well, we will tell you before any work starts.
Zoho and Zoho Books are trademarks of Zoho Corporation. AR Finance Solutions is an independent consultancy and is not affiliated with, endorsed by or sponsored by Zoho.
Planning to use Zoho Books?
Tell us about your business and what you want Zoho Books to do for you. We'll discuss your requirements and whether we are a suitable fit.