Zoho Books Accountant for Digital Marketing Agency
Budget: $30 – $250 USD
My digital marketing agency keeps all its finances inside Zoho Books, and the system only works when every invoice, expense and reconciliation is handled on time and with zero errors. Each month I need:
• Client invoices created
• Every expense entered, correctly categorized and matched to the right chart-of-accounts line
• Credit-card with reconciled with Facebook, Google, TikTok and Snapchat ad invoices so nothing sits unreconciled at month-end
• Facebook, Google, TikTok and Snapchat ad invoices downloaded, posted and tied back to the correct client or cost center
• A concise income & expense report.
The workflow is part-time but repeats every month, and I’m planning on a long-term collaboration as the agency grows. Proven Zoho Books experience is essential, and familiarity with ad platform billing will let you hit the ground running.
When you reply, tell me about your hands-on Zoho Books work—especially around invoicing, expense coding and credit-card reconciliation—and include the monthly rate you would charge for this ongoing support.
• Client invoices created
• Every expense entered, correctly categorized and matched to the right chart-of-accounts line
• Credit-card with reconciled with Facebook, Google, TikTok and Snapchat ad invoices so nothing sits unreconciled at month-end
• Facebook, Google, TikTok and Snapchat ad invoices downloaded, posted and tied back to the correct client or cost center
• A concise income & expense report.
The workflow is part-time but repeats every month, and I’m planning on a long-term collaboration as the agency grows. Proven Zoho Books experience is essential, and familiarity with ad platform billing will let you hit the ground running.
When you reply, tell me about your hands-on Zoho Books work—especially around invoicing, expense coding and credit-card reconciliation—and include the monthly rate you would charge for this ongoing support.
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