Zoho Books Setup & Bookkeeping

I already manage my business finances inside an active Zoho Books organisation, but the initial account configuration was never completed and my day-to-day entries are piling up unreconciled. I’m looking for someone who knows Zoho Books inside out to:

• Finish the full account setup – review the chart of accounts, configure tax settings, customise invoice templates and activate the right automation features.
• Connect and test bank feeds, import statements where feeds are unavailable, then bring all outstanding transactions up to date.
• Reconcile each bank, cash and credit-card account so balances inside Zoho match the statements perfectly.
• Provide clear month-end reports once everything is clean, showing that the opening balances, retained earnings and GST/VAT (if applicable) tie back.

There is no data migration from another system; everything you need is already in Zoho Books. Access will be provided via an accountant-level user profile. Please outline your Zoho Books experience, expected timeline to bring the file fully current, and any checkpoints you’d like to schedule so we can review progress together.