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I need a skilled Zoho Books user to build a clean bookkeeping environment for our company from the ground up. We are starting completely fresh, so no historical data needs importing; the focus is on getting 2025 ready and establishing a repeatable workflow we can carry straight into 2026. Scope of work • Create our chart of accounts and opening balances so sales-and-purchase activity is captured correctly. • Configure modules for Income and Expenses, Invoices and Receipts, and monthly Bank Reconciliations. • Activate bank feeds and show me how to match and categorise transactions quickly each month. • Adjust taxes, invoice templates and basic automations that fit a straightforward sales-and-purchases business model. Deliverables 1. Fully operational Zoho Books organisation for fiscal year 2025. 2. Written step-by-step checklist I can follow for the month-end close and reconciliation. 3. A short hand-off call or screen-share to walk me through the setup and answer questions. If you have proven Zoho Books experience and can keep things simple, accurate and easy for us to maintain, I’d love to work with you.
Project ID: 40529982
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57 freelancers are bidding on average $145 USD for this job

With over a decade of experience in comprehensive accounting services, my team and I have honed our skills in a range of accounting platforms, Zoho Books included. Our primary focus is on simplifying and streamlining your bookkeeping experience, which aligns perfectly with the requirements you've laid out. Setting up company accounts in accounting software, performing bank reconciliations and preparing financial statements have been central to our work for years. In aiming to create an operational Zoho Books organization for 2025, we'll leverage our expertise in data entry, financial analysis, budgeting and forecasting to build a clean chart of accounts and set up accurate opening balances. We'll also configure modules for Income and Expenses, Invoices and Receipts, activate bank feeds seamlessly. In addition to delivering on these fronts, we believe communication is essential. As part of our deliverables, we'll provide a detailed written checklist for your month-end close process and will walk you through the setup via screen-share or call;ensuring every step is clear
$250 USD in 7 days
9.0
9.0

Hi There, While Zoho Books is not one of our primary accounting platforms, our team consists of Certified QuickBooks ProAdvisors and Certified Xero Advisors with extensive experience in bookkeeping system setup, reconciliations, reporting, and accounting workflows. We are confident in our ability to quickly adapt and configure Zoho Books to meet your requirements. We can set up your Chart of Accounts, opening balances, banking feeds, invoicing, receipts, and reconciliation processes, ensuring a clean and efficient bookkeeping environment for 2025 and beyond. We can also provide a practical month-end closing checklist and a handover session to help you manage the system confidently. Please note that we typically work on an hourly basis, tax preparation, tax filing, and payroll processing are not included in our scope of services. Hit me up and we can talk in detail. Regards, Nikita and her team at Affiliazion (D)
$249 USD in 7 days
8.0
8.0

As a Chartered Accountant with a decade of experience, my skill set aligns perfectly with your project requirements. I have ample hands-on experience configuring Zoho Books for businesses from various sectors, ensuring they have a streamlined financial management system in place. My extensive knowledge in tax planning and accurate data entry will be instrumental in creating a comprehensive chart of accounts and adjusting taxes for your clean start. One thing that sets me apart is my ability to demystify complex financial processes like bank reconciliations. I am very adept at activating bank feeds and can show you how to swiftly match and categorize transactions each month. Moreover, being qualified in IFRS financial reporting, I can ensure your books are globally compliant and structured meticulously giving you the confidence to close your 2025 books with ease. To facilitate continued efficiency beyond this project, I will provide you with a detailed step-by-step checklist for month-end closing and reconciliation. Additionally, as someone who believes in complete transparency, I will walk you through the entire setup process via screen sharing or hold a brief call to address any queries you may have.
$140 USD in 7 days
6.4
6.4

As a dedicated Zoho Certified Developer, I pride myself on my ability to integrate and optimize Zoho applications in ways that maximize productivity and streamline processes, which are essential for efficient bookkeeping and financial management. With my involvement, you can be sure to have an up-to-date, organized and compliant accounting system that will make your day-to-day operations so much easier. Of equal importance is our meticulousness when it comes to configuring chart of accounts, modules for income and expenses, invoices and receipts, monthly bank reconciliations, tax adjustments and invoice templates. We are skilled at setting up automations precisely tailored to fit straightforward business models. Given that we have experience working with Zoho Books on a large scale and have no importable historical data involved in this project, we are well-suited to build a clean environment from scratch with clear opening balances capturing the future sales-and-purchase activities perfectly..
$300 USD in 7 days
6.4
6.4

Hi, I have hands on experience with Zoho Books setup and bookkeeping workflows and can build your accounting environment from the ground up for a smooth 2025 launch and ongoing use into 2026. I will configure the chart of accounts, taxes, invoice templates, bank feeds, reconciliations, income and expense tracking, and basic automations. You'll receive a fully operational Zoho Books organization, a clear month end checklist, and a walkthrough session to ensure you can manage everything confidently going forward. Best regards, Md Shamim
$30 USD in 1 day
5.6
5.6

Hello, I am Mohmed, with over 8 years of experience in Accounting, Bookkeeping, Xero, and Financial Planning. I have carefully reviewed your project requirements for configuring Zoho Books and I am confident in my ability to deliver a clean bookkeeping environment for your company. To achieve this, I will create a tailored chart of accounts, set up modules for Income and Expenses, Invoices and Receipts, and monthly Bank Reconciliations. I will also activate bank feeds and provide training on matching and categorizing transactions efficiently. Additionally, I will customize taxes, invoice templates, and basic automations to suit your business model. I am keen to discuss this project further with you. Please start the chat so we can explore the details. Best regards, Mohmed
$150 USD in 7 days
5.8
5.8

Hi, there. I have carefully reviewed the project requirements for Configure Zoho Books Ledger. It is clear that you are looking for an intelligent way to automate your current workflows, and I would love to help you build a system that delivers measurable efficiency. My team and I specialize in AI automation and chatbot development that helps businesses in Switzerland handle repetitive tasks without losing the human touch your customers expect. We focus on building stable, secure workflows using CRM, Zoho that integrate seamlessly with your existing platforms to reduce manual workload and improve response times. Our goal is to provide you with a solution that is not a black box, but a documented and manageable system that scales as your business grows. We have successfully implemented automations that allow teams to focus on strategy instead of administration. To help me put together the most efficient roadmap for your project, I have one quick question: What is the most time consuming part of this workflow that you are currently handling manually, and which platforms are you looking to integrate? Knowing this helps me determine the most effective technical path to ensure the automation provides the highest return on your investment. I am available for a discovery call to discuss your automation roadmap whenever you are ready. Best regards Kausar and the Team
$180 USD in 3 days
5.4
5.4

Hi, With over seven years of experience in bookkeeping and a strong command of Zoho Books, I am well-equipped to build a clean and efficient bookkeeping environment for your company. I will meticulously establish your chart of accounts, configure essential modules, and activate bank feeds while ensuring that all foundational elements align with your business requirements for 2025. By applying my strong attention to detail, I will create a streamlined system that not only captures sales and expense activity correctly but sets you up for a smooth transition into 2026. I prioritize clear communication and proper processes throughout my work to ensure that we stay on the same page and meet your agreed-upon deadlines. Additionally, I will provide you with a comprehensive step-by-step checklist for month-end close and reconciliation, along with a detailed hand-off call or screen-share session to address any questions you may have. My goal is to deliver a fully operational Zoho Books system that is not only accurate but also straightforward and easy for your team to maintain. I look forward to the opportunity to collaborate and contribute to your success.
$140 USD in 7 days
5.3
5.3

Hi there, I understand you're looking for an experienced Zoho Books professional to build a clean and scalable bookkeeping system from the ground up, ensuring your company is fully prepared for 2025 and positioned for a smooth transition into 2026. I am a Certified Bookkeeper with 7+ years of experience in bookkeeping, accounting software setup, financial reporting, bank reconciliations, chart of accounts management, and process documentation. I have helped businesses establish organized accounting workflows, configure financial systems, maintain accurate records, and create simple procedures that make ongoing bookkeeping easy to manage. I can assist with setting up your Chart of Accounts, configuring income and expense tracking, invoices, receipts, bank feeds, reconciliations, tax settings, invoice templates, and basic automations. In addition, I can create a clear month-end checklist and provide a hand-off session to ensure you are comfortable managing the system moving forward. Could you please confirm your business location and tax jurisdiction so the Zoho Books setup can be configured according to the correct tax requirements? I am available to start immediately and would be happy to discuss your requirements further. Best regards, Syeda Sidrah A. VA | Bookkeeper | Administrative Support Specialist
$140 USD in 7 days
5.1
5.1

Hi, I have more than 4 years of experience working with Zoho products, business process automation, and accounting system setups for growing businesses. I can help build a clean and organized Zoho Books environment from the ground up, including chart of accounts, bank feeds, invoices, taxes, reconciliations, and basic automations. The setup will be easy to maintain, fully documented, and ready for smooth operations in 2025 and beyond.
$250 USD in 7 days
4.6
4.6

As an expert in various domains of software development, my skill set extends well beyond just design and DevOps-certainly encompassing the thoroughness and precision necessary for a Zoho Books overhauling. Although having scanned your project requirements, I sincerely believe my background can be quite relevant. My knowledge of Financial Analysis, Bookkeeping, and CRM make me an ideal candidate for this project, letting me build your chart of accounts, setting opening balances, and configuring expense and income modules with accuracy. Moreover, being adept at Power Automate automation, I can certainly assist you to adjust taxes, invoice templates, and introduce basic automations that suit your business needs. To ensure a seamless transition, I will deliver a comprehensive step-by-step guide for month-end close and reconciliations so that you're never left stranded.
$140 USD in 3 days
4.2
4.2

Hello Dear! Greetings from Toriqul Global Solutions! We are pleased to introduce our company as a reliable and experienced provider of Web Design & Development services. Founded and led by Engineer Toriqul Islam, a B.Sc. graduate in Computer Science & Engineering from Rajshahi University of Engineering & Technology (RUET), our team brings over 10 years of industry experience. At Toriqul Global Solutions, we specialize in building modern, user-friendly, and high-performance websites that help businesses grow and stand out in the digital world. Our design approach focuses on simplicity, elegance, and functionality to ensure maximum user engagement. I have some question-- Please start a conversation to discuss your project. Technologies We Use: Custom Websites Development Using ======>Full Stack Development. 1. HTML5 2. CSS3 3. Bootstrap4 4. jQuery 5. JavaScript 6. Angular JS 7. React JS 8. Node JS 9. WordPress 10. PHP 11. Ruby on Rails 12. MYSQL 13. Laravel 14. .Net 15. CodeIgniter 16. React Native 17. SQL / MySQL 18. Mobile app development 19. Python 20. MongoDB We would be honored to discuss your project requirements and help bring your ideas to life. Thank you for your time and consideration. Warm Regards, Toriqul Global Solutions
$60 USD in 3 days
4.0
4.0

Hi there, I can set up your Zoho Books account from scratch with a well-structured Chart of Accounts, bank feeds, tax settings, invoice templates, and monthly reconciliation workflow. I'll also provide a simple month-end checklist and a handoff session to ensure you're comfortable managing the system. I focus on clean, accurate setups that are easy to maintain and ready for 2025 and beyond. Regards Iqbal
$100 USD in 7 days
4.2
4.2

Hello Sir/Miss, Hope you are doing well, I’m ready to work with you and look forward to your response. Let’s discuss when you're free, and we can start ASAP after quick discussion. Warm Regards, Zahrah & Co. Chartered Accountant
$100 USD in 7 days
3.5
3.5

Hi Respected sir I Sapna Pathania belongs to himachal pradesh would be happy to help set up your Zoho Books organization from scratch and create a simple, accurate bookkeeping workflow for 2025 and beyond. I have 10 years of bookkeeping experience, including 8 years in Indian accounting and 2 years supporting international clients using Zoho Books and QuickBooks Online. I currently work with multiple US, UAE, and Canadian clients. I can set up your Chart of Accounts, bank feeds, taxes, invoice templates, reconciliations, and provide a clear month-end checklist along with a hand-off session. Looking forward to discussing your requirements. Best regards, Sapna
$200 USD in 7 days
3.0
3.0

Hi, I can help you with this. I have proven experience setting up Zoho Books from scratch and can build a clean, simple environment that's easy for you to maintain going forward. I'll create your chart of accounts and opening balances so sales and purchase activity is captured correctly from day one, configure modules for income and expenses, invoices and receipts, and monthly bank reconciliations, and activate bank feeds with a quick, repeatable matching and categorising routine. I'll also set up taxes, invoice templates, and basic automations suited to a straightforward sales and purchases business. You'll get a fully operational Zoho Books organisation ready for fiscal year 2025, a written step by step checklist for month-end close and reconciliation, and a hand-off call to walk you through everything and answer questions. Happy to start whenever you're ready.
$200 USD in 7 days
2.9
2.9

Hi, I appreciate the opportunity to apply. I can set up your Zoho Books environment from the ground up with a clean, structured configuration designed specifically for smooth day-to-day bookkeeping. Since you’re starting fresh, I’ll build a clear chart of accounts, configure income and expense tracking, and set up invoices, receipts, and bank reconciliation so everything flows logically for your 2025 operations and scales cleanly into 2026. I’ll also activate and guide you through bank feeds, showing you a simple and fast process for matching and categorising transactions each month. Taxes, invoice templates, and basic automations will be configured to match a straightforward sales-and-purchases workflow, keeping everything practical and easy to maintain. Once complete, I’ll provide a step-by-step month-end checklist and walk you through the entire system in a short handover call so you’re confident managing it independently. I have solid experience working with Zoho Books setups and can ensure your system is accurate, organised, and easy to operate long-term. Kind regards, Dane
$100 USD in 3 days
1.6
1.6

Hello, I have carefully reviewed your requirements and this is exactly the type of Zoho Books setup I can help you with. I have nearly four years of hands-on experience working with Zoho Books, including chart of accounts setup, transaction categorization, bank reconciliations, invoice management, reporting, and ongoing bookkeeping support. For your project, I can set up a clean Zoho Books environment for 2025, configure the chart of accounts and opening balances, set up income and expense tracking, invoices, receipts, bank feeds, tax settings, and basic automations. I will also provide a clear month-end reconciliation checklist and walk you through the setup to ensure you can manage it confidently going forward. My goal is to deliver a simple, accurate, and well-structured system that is easy to maintain and ready to scale into 2026. I would be happy to discuss your requirements further. Thank You.
$80 USD in 5 days
1.7
1.7

Hello, I am an experienced accountant and Zoho Books consultant with hands-on expertise in setting up accounting systems, chart of accounts, banking integrations, reconciliations, and workflow automation. I can build your Zoho Books organization from scratch for FY 2025, including: • Chart of Accounts and opening balance setup • Configuration of Income, Expense, Invoice, Receipt, and Banking modules • Bank feed integration and reconciliation workflow • Tax settings, invoice templates, and basic automations • Month-end closing and reconciliation checklist • Training session and hand-off support via screen share Turnaround Time: • Complete setup: 2–4 business days • Hand-off training: 30–60 minutes Estimated Cost: • Basic setup: $100 –$140 • Advanced setup with custom workflows, multiple banks, and detailed training: $150 – $250. I focus on creating a clean, scalable, and easy-to-maintain Zoho Books environment that supports accurate bookkeeping and reporting from day one. Best Regards, Sumit Adlakha
$140 USD in 7 days
1.8
1.8

A fresh Zoho Books setup usually works best when the chart of accounts and transaction workflows are structured correctly from day one. Small setup decisions now can save a lot of cleanup later. I'd start by setting up your chart of accounts, opening balances, taxes, invoices, expenses, receipts, and bank feeds so everything flows into reconciliation and reporting correctly. Once the core structure is in place, I'd configure simple automations and create a clear month-end checklist that makes the process easy to maintain going into 2026. The hand-off is just as important as the setup, so I'd also walk you through the workflow and answer any questions during a screen-share session. Will you be operating with a single bank account, or are there multiple accounts/payment methods that need to be included in the setup?
$170 USD in 5 days
0.0
0.0

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