Job Description
We are looking for an experienced Zoho consultant to help us properly set up and optimize Zoho Books and Zoho CRM for our business. This is not just a technical setup. We are looking for someone who understands both accounting and business operations, and can guide us in building a clean, scalable system. Scope of work: • Review our current setup in Zoho Books and CRM • Set up and optimize the chart of accounts correctly • Ensure proper alignment between accounting and business operations • Work alongside our accountant to ensure accuracy and best practices • Provide clear guidance on how transactions, reporting and workflows should be structured • Train our internal team so they understand how to use the system properly • Be available for ongoing support, improvements and adjustments as the business grows What we are looking for: • Strong experience with Zoho Books and Zoho CRM • Solid understanding of accounting principles and financial reporting • Ability to communicate clearly and explain concepts in a simple way • Experience working with business owners and teams, not just doing technical setups • Someone who can think, advise and improve, not just follow instructions This will start with an initial setup and review phase, but we are looking for a long term working relationship for ongoing support and improvements. Please include examples of similar work you have done, especially where you have helped set up accounting systems and trained teams..