Zoho Books Services for Growing Businesses
You didn't start your business so you could spend hours learning the ins and outs of your accounting software. Let us make the learning process easier, take tasks off your plate, and give you reassurance that you've got a team supporting you so you can keep doing what you do best. From migrations to monthly close, Zoho Finance Services covers the full back office including Zoho Books, Zoho Inventory and Zoho Expense.
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How we keep your books clean
Data Migration
Swapping accounting software is no simple task. We specialize in migrations from QuickBooks Online to Zoho Books. Work with the experts to avoid the common pitfalls.
Bookkeeping
Avoid unnecessary workarounds and hours of research by working with a bookkeeper that already knows the ins and outs of Zoho Books. Not using Zoho yet? Chat with our team about assistance migrating.
Consulting
The finance suite is rich with features, but knowing what you can do out of the box with Zoho products can be daunting. We can bridge that gap for you by reviewing your needs and giving you the tools to make educated decisions.
Training
Diving into a new software, or training on a software you've just started using, can be daunting. We can provide training sessions for yourself or your whole team to cover your day to day needs in the Zoho finance suite.
Looking for a middle ground?
Check out our Zoho Books Training Course!
Master Zoho Books with this comprehensive 7-day team training course designed to help users confidently manage their organization's accounting and financial operations. Whether you're new to Zoho Books or looking to strengthen your existing knowledge, this course provides a structured, hands-on approach to learning the platform from the ground up.
Data Migration
Moving to Zoho Books should not mean losing history, breaking reports, or creating extra work for your team. We plan the migration, verify what data needs cleanup, and help you transition into Zoho Books with confidence.
We have 3 key variations on migration
Balance-Only
For very simple, cash based companies, we can provide a balance only migration. This means we won't bring over any individual transactions, but instead will bring over just the balances of your accounts.
Open Transactions
For most companies, you'll want to bring over your open transactions so that you can pick up where you left off in your old software. We bring in your account balances plus your open transactions (unpaid invoices, open sales orders, unpaid bills).
Full Transaction
Our most robust option, bringing in all of your transactions, open or closed. This gives you the most data available in Zoho Books, but also increases the cost of migrating and the opportunity for issues in the migration.
Sounding daunting?
You're not alone. Schedule a consultation with us and we can walk through the options to give you a better idea whether we're the right fit for your needs.
Bookkeeping
Our team provides ongoing Zoho Books bookkeeping services for businesses that want cleaner records, smoother month-end close, and more reliable reporting. Our bookkeeping team is familiar with the ins and outs of Zoho Books and has access to our various experts at Zenatta for those more complex situations.
Our Bookkeeping Services
- Bank, credit card, and clearing account reconciliations on a monthly or quarterly basis.
- Account classification reviews, accruals, and adjusting journal entries.
- Month-end close and financial reporting.
- Sales tax review and compliance checks aligned with your CPA.
- Light automation setup, including recurring journals, bank rules, and templates.
- Periodic review meetings to keep books accurate and reporting useful.
Want the details? Click here to learn more about our bookkeeping services.
Ready to hand it off?
Let us take reconciliations, month-end close, and reporting off your plate. Schedule a consultation and we'll find the right level of support for your books.
Finance Consulting and Training
Need help making sure you're using the Zoho Finance Suite to its fullest? That's where we step in. Our finance consulting and training gives you insight into the features you can use right out of the box in Zoho.
Finance Suite Consulting
With so many features and customization options available, it can be difficult to know the best way to handle your accounting tasks. We can help identify what features could fit your needs out of the box, or connect you with our other team members to get you a custom build out for more robust needs.
Finance Suite Training
Looking for some hands on training or instructions specific to your business's unique needs? At Zenatta we can provide team or individual trainings, record instructions on processes, or put together written documents for you to keep on file. We're here to support your training needs in the way that fits your business best.
Not sure if we can help?
If what you're looking for wasn't laid out in the descriptions here, don't worry. We're still happy to hop on a call with you and see how we can help.
For clients with complex or high-volume sales tax needs, we implement Avalara alongside Zoho Books so rates, rules, and reporting stay in sync. Zenatta is both a Zoho Premium Partner and a trusted Avalara partner.
Talk to Us About AvalaraMeet the Finance Team
The people who keep your books clean and your finance stack running smoothly.
Katie Williams
Finance Migration Manager
Nicole Spengler
Finance Consulting Manager
Christopher Manoa
Bookkeeper
Zoho Books & Finance Suite FAQ
Some quick answers on our Zoho Books Services and Finance Suite offerings.
Can I migrate to Zoho Books from any accounting software?
Do you only work in Zoho Books?
Can we hire Zenatta as our Zoho Books accountant?
What if I need more than one service?
What is the Zoho Finance Suite?
Why do businesses choose Zenatta for Zoho Books Services?
- End-to-end support, from Zoho Books setup and migration through recurring bookkeeping.
- Experienced bookkeepers trained in Zoho Books and the surrounding Zoho ecosystem.
- Close collaboration with your CPA and internal team.
- Cleaner workflows, more reliable reporting, and more usable financial data.
Schedule Your Consultation
Let's figure out how we can start helping you. Talk directly with our bookkeeping and consulting team about your current systems, reporting needs, and goals. We will help you determine whether you need cleanup, migration, recurring bookkeeping, or broader Zoho Books support.
- Zoho Books experts who understand both accounting workflows and the platform.
- Guidance on which bookkeeping tier or service mix fits your business.
- No pressure, just clarity on the best next step.
Fill out the form and we'll follow up with available times and a short intake so we can make the most of the conversation.