Daily Zoho Finance Assistant

I manage my entire back office inside Zoho and I’m looking for someone who can jump in every single day to keep the numbers accurate and up-to-date. You’ll work directly in Zoho Books, Zoho Expense and Zoho Invoice handling three core duties:

• Bookkeeping – post and reconcile all bank and credit-card transactions, categorise expenses the same day they arrive and keep every account balanced.
• Invoicing – create, send and follow up on invoices, apply payments, and flag anything overdue so cash flow never slips through the cracks.
• Financial reporting – compile a quick daily snapshot of cash on hand, outstanding bills and receivables, plus a clean month-end P&L, balance sheet and cash-flow statement pulled straight from Zoho Books.

I already have charts of accounts, tax codes and custom templates in place, so the priority is consistency and accuracy rather than system set-up. You should be comfortable with bulk imports, bank-feed rules, and the automation features inside each Zoho module to make the workflow as hands-free as possible.

I’ll provide you with secure credentials and SOPs on day one; in return I expect:

• All transactions entered and reconciled by close of business in my time zone
• A brief daily summary (nothing fancy—just key figures and any red flags) sent via email or Zoho Cliq
• Zero unreconciled items older than 48 hours

If you know the Zoho Finance suite inside out and have a track record of meticulous, deadline-driven bookkeeping, let’s talk.