Zoho Finance
Services
We offer a variety of professional back-office accounting services catered to your individual business needs.
Our Finance Services
Zenatta has partnered with Avalara who provides cloud-based tax compliance solutions for Zoho Books that can help you save time, free up resources, and reduce risk — so you can focus on what matters most to your business.
Migration Services
Looking to
migrate from
QuickBooks Online
to Zoho Books?
We can help.
Level 1 Migration
Pricing: $2.5k-$8k
The most efficient migration format for those who only need a snapshot of past data
Level 2 Migration
Pricing: $8k-$12k
A hybrid model that allows for more detailed reporting of select past financial data.
Level 3 Migration
Pricing: $30k+ *
A seamless transfer for those who require detailed reports of all past financial data.
* variable by the amount of data transferredWe know every business's needs are different, which is why we offer 3 migration levels to choose from.
What's included with each level of migration:
Pricing: Migrations range from $2.5k-$15k+ and vary depending on data file size & complexity.*
Bookkeeping Services
Every business is unique. We offer customized bookkeeping solutions to suit your individual needs.
Accounts Receivable
Accounts Payable
Banking
Payroll
Help to find a payroll solution that fits your needs. Record journal entries and reconcile accounts.
Reporting
Training & Assistance
Don’t know where to start?
Start with a financial review package.
If you hire us for Migration services, we'll credit you the initial $600 spent.
Financial Review Package
-
3-hr review of your books
-
Review of Best Practices, Setup, Layout, Workflows
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Recommendations for Next Steps
Why Choose Zenatta?
01.
We Are A Zoho Premium Finance Partner
02.
A Top Tier Development Team
03.
We Make Zoho Work For Your Business Needs
Zenatta Finance Consultation
Please fill out this simple form to let us know how we can help with your finance needs.
Finance Services only available in the USA and Canada.
Making Zoho Work For Your Finance Team
Making Zoho work for you—when you need more than “clean books.” Our Finance Consulting team designs your Zoho Finance and Zoho One architecture, streamlines workflows, and builds the models and dashboards leaders use to run the business. We fix root causes so your operations scale and your numbers drive decisions.
Our Finance Services
From tax compliance to migrations, bookkeeping, and financial reviews—our finance experts help your business run smoothly and stay ready for growth.
Migrations
Smooth transitions from QuickBooks, Xero, or spreadsheets into Zoho Books with clean, consistent data.
Bookkeeping
Accurate monthly reconciliations, month-end close, tax checks, adjustments, and reporting—done for you.
Financial Review
A 3-hour deep dive into your setup with best practices, workflow review, and clear next-step recommendations.
Tax Compliance
Sales tax setup, verification, reporting, and compliance reviews to keep your books accurate and audit-ready.
Migration Services
Moving to Zoho Books or the full Zoho Finance Suite shouldn’t mean losing history or breaking your operations. We design the architecture, clean and structure data, and manage the migration so your team can keep working.
What We Deliver
- System architecture and data model design before any records move.
- Historical data cleanup and mapping from QuickBooks or other legacy tools.
- Phased migration planning to reduce risk and business disruption.
- Workflow and automation design for billing, expenses, and approvals.
- Cutover support and post-migration validation of balances and reports.
Best When
- You’re migrating from QuickBooks Online or Desktop into Zoho Books.
- Reporting is slow or unreliable and you want a clean slate on Zoho.
- You’re consolidating multiple entities or systems into a single Zoho environment.
- You need confidence that balances, tax settings, and historical reporting will still make sense after migration.
Bookkeeping Services
Our bookkeeping team doesn’t just keep your books current—they work inside a system designed by Zoho finance consultants. That means reconciliations, month-end close, and reporting that actually line up with how leadership runs the business.
What We Deliver
- Bank, credit card, and intercompany reconciliations (monthly or quarterly).
- Account classification reviews, accruals, and adjusting journal entries.
- Month-end close and delivery of financial reporting out of Zoho Books.
- Sales tax review and compliance checks, aligned with your CPA.
- Light automation setup — recurring journals, bank rules, and templates.
- Periodic performance and variance review meetings.
Best When
- You’re ready to offload reconciliations, cleanups, and month-end tasks to a dedicated team.
- You want accurate, consistent books to support smarter decisions and CPA collaboration.
- Your business has grown beyond DIY accounting or irregular reviews.
- You’re using (or migrating to) Zoho Books and want a streamlined, automated workflow.
- You prefer predictable pricing and a partner who scales with your operations.
Don’t know where to start?
Start with a financial review package.
If you hire us for Migration services, we'll credit you the initial $600 spent.
- 3-hr review of your books
- Review of Best Practices, Setup, Layout, Workflows
- Recommendations for Next Steps
For clients with complex or high-volume sales tax needs, we implement Avalara alongside Zoho Books. Rates, rules, and reporting stay in sync—so your team spends less time on manual tax work and more time running the business.
Zenatta is both a Zoho Premium Partner and a trusted Avalara partner. We connect the dots between products, tax calculations, and compliance processes.
Sales & Tax Compliance
Multi-state sales tax, changing thresholds, and messy nexus rules can quickly turn into risk. We use Zoho Books and integrated tools like Avalara to keep filings accurate, workflows efficient, and your team out of fire drills.
What We Deliver
- Sales tax review and compliance checks within Zoho Finance Suite.
- Configuration of tax settings, codes, and rates inside Zoho Books.
- Workflows that capture tax correctly at quote, order, and invoice.
- Audit-ready reporting and documentation to support filings.
- Coordination with your CPA for year-end and audit requests.
Best When
- You’ve expanded into new states or channels and need clarity on where you owe tax.
- Tax calculations are handled manually or inconsistently across systems.
- Your team spends too much time preparing filings or answering tax questions.
- Reporting from Zoho Books doesn’t match what your CPA expects.
For higher-volume or complex environments, we pair this service with our Avalara-powered tax automation (see below).
Bookkeeping Packages & Consulting Rates
Start with the level of bookkeeping oversight that fits your current stage—and layer in Finance Consulting when you’re ready to redesign systems, build models, or tackle complex projects.
- Ideal for freelancers, consultants, or small businesses with limited monthly activity.
- Quarterly bank and credit card reconciliations.
- Chart of accounts setup and cleanup.
- Sales tax filing verification review.
- Adjusting journal entries as needed.
- Quarterly financial reports for CPA or management review.
- Ideal for businesses with steady transaction volume or multiple accounts.
- Monthly bank and credit card reconciliations.
- Account classification review and corrections.
- Month-end adjusting entries and review.
- Monthly balance sheet and profit & loss delivery.
- Light automation setup (recurring journals, bank rules).
- Quarterly bookkeeping review meeting.
- Ideal for established companies with higher transaction volume or multiple entities.
- Biweekly reconciliations and structured month-end close.
- Intercompany and multi-entity reconciliations.
- Accrual and deferral entries, exception reporting, and cleanup.
- CPA coordination for adjusting entries and year-end readiness.
- Monthly performance summary and variance review.
Finance & Bookkeeping FAQ
Can we start bookkeeping without consulting?
Do you work only in Zoho?
What if we need both consulting and bookkeeping?
Why do businesses choose Zenatta for finance?
- End-to-end support from system design to monthly close.
- Experienced bookkeepers trained in Zoho Books, Expense, Projects, Inventory, and more.
- Predictable flat-rate pricing for recurring services.
- Close collaboration with your CPA and internal leadership team.
- Automation and reporting built specifically for visibility, scale, and decision-making.
Schedule a Finance Consultation
Talk directly with our Finance Consulting and Bookkeeping leads about your current systems, reporting, and goals. We’ll help you determine whether you need cleanup, migration, recurring bookkeeping, or a full finance systems overhaul.
- Zoho Finance experts who understand both the numbers and the tools.
- Guidance on which tier or service mix fits your current stage.
- No obligation—just clarity on your next best 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.