Experienced Zoho Consultant Needed for Accounting Setup, Team Training and Process Improvement
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..