Monthly Zoho Books & Tax Filings

@simplifitax

With over nine years of experience assisting startups and growing businesses like yours, I have honed my skills to ensure your finances are not only accurate but audit-ready at all times. Your requirement for a clean bookkeeping in Zoho Books, generating financial statements and tax compliance is second nature to me. I am extremely comfortable with Indian accounting standards and tax norms, so you can trust that your returns will be filed accurately and on time. My key strengths lie in reconciling complex transactions across multiple accounts. This eye for detail will enable me to identify even the smallest discrepancies and resolve them promptly without interrupting your day-to-day operations. You will receive a full and accurate reconciliation note documenting all adjustments made, ensuring the audit trail is clean. Your deliverables (monthly: fully reconciled Zoho Books file + PDF copies of three core financial statements; yearly: finalized statements, audit-ready backup, and brief reconciliation note) will not only be met, but surpassed by thorough compliance checks and guaranteed accuracy. Let's discuss how I can use my expertise to keep your finances in order and allow you to focus on your core business activities!

@swatijain5558

Greetings, I specialize in Zoho Books management and tax filings, making me well-equipped to handle your monthly requirements. With a keen eye for detail and a strong understanding of Indian accounting standards, I ensure your books are always audit-ready. Having worked with numerous clients in similar capacities, I have successfully managed Zoho Books accounts, reconciled bank transactions, and generated accurate financial statements. Rest assured, I can provide relevant portfolio samples upon request to showcase my expertise. To ensure seamless collaboration, could you please clarify if you prefer any specific format for the monthly reports? Additionally, do you have any specific deadlines for the deliverables each month? I am confident that my skills align perfectly with your project needs. Let's discuss how I can support you in maintaining accurate financial records and meeting your tax filing requirements. Regards, CA. Swati Jain, CPA

@roopaliagrawal24

I am a Chartered Accountant with experience of more than 10 years in the field of accounting, audit and taxation. I have successfully completed various similar projects which can be reviewed in my profile. I am interested in your said assignment and look forward to connect to you. Please feel free to contact over chat for detailed discussion.

@nitinkumar2050

Hi, I can help you keep your Zoho Books accurate, reconciled, and compliance-ready every month. I have hands-on experience with Zoho Books, including bank/payment reconciliation, invoicing, reporting, automation, and financial data cleanup. I can handle: - Bank, credit-card & payment-gateway reconciliation - P&L, Balance Sheet & Cash Flow reports - Invoice/billing workflow review and discrepancy checks - Tax-ready books and filing support - Zoho Books automation and customized reports I’ll ensure the books are closed and the required reports and tax-submission proof are ready by the 10th of the following month. Available to start with your current Zoho Books setup and monthly workflow. Best regards, Nitin

@ahniyi01

Hi there! Zoho Books and Indian Tax Accounting with GST handling? I'm your right guy. I'd be glad to chat further to fully understand your business and onbard. Regards Ahmed.

@caajoys

I can keep your Zoho Books fully reconciled, accurate, and audit-ready throughout the year, while ensuring the monthly financial statements remain consistent with your bank records and year-end tax filings. My approach focuses on clean ledgers, timely reconciliation, and a clear audit trail for every adjustment. Thank you for considering my proposal. I have gone through the requirements in detail. I’ll review and reconcile bank-feed transactions, identify and resolve unmatched items, maintain customer/vendor ledgers, and generate the monthly Income Statement, Balance Sheet, and Cash-Flow Statement directly from Zoho Books. I’ll cross-check balances against bank statements and maintain supporting documentation for any corrections. At year-end, I’ll prepare the books and supporting schedules for CA review and reconcile the final figures with the ITR data. I have uploaded samples similar to this project completed by me earlier in my profile. With 10+ years of experience, Chartered Accountant (ICAI) and CPA, I bring strong bookkeeping, reconciliation, financial reporting, Indian accounting, and tax-compliance expertise. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Regular update related to project ✅ Timely delivery ✅ 100% commitment to project completion Please share your current Zoho Books setup and the latest bank reconciliation status so I can assess the starting point and monthly workflow.

@sapnap50

Hi Respected sir I Sapna Pathania belongs to chandigarh having 8 years of experience in accounting & bookkeeping and 2 years hands-on experience with Zoho Books and QuickBooks Online. I’ve worked with 2 clients on Zoho Books, including bank reconciliation, ledger cleanup, and financial reporting. I can manage your monthly bookkeeping, reconcile transactions, prepare P&L, Balance Sheet & Cash Flow, and keep everything accurate and ready for CA/ITR filing. I’m available for a 1-month trial and open to rate negotiation based on the workload. I’d be happy to help keep your books accurate and up to date. Warm Regards

@sharpprogrammer1

Hello Sir, Greetings! Your requirement is essentially a full monthly bookkeeping cycle in Zoho Books that stays audit-ready year-round, culminating in year-end statutory reports that tie exactly to your ITR filing. As a Zoho Finance partner, we work inside Zoho Books daily and can take this on as an ongoing engagement: reconciling every bank, credit-card, and payment-gateway feed each month, tidying ledgers, and generating the Income Statement, Balance Sheet, and Cash-Flow Statement straight from Zoho Books, cross-checked against bank statements before they're saved to your shared folder. At year-end, we'd roll these up into finalized statutory reports, compile the audit-ready backup, and document any adjustments with a clear trail so your CA and ITR figures reconcile cleanly. A couple of things worth confirming upfront: how many bank/payment-gateway feeds are currently connected in Zoho Books, and do you have a CA already reviewing at year-end, or should we coordinate that directly? Comfortable starting on a monthly basis once that's clear.

@santoshmani679

Hello, I am interested in handling your Zoho Books bookkeeping and reconciliation requirements. I have 7 years of practical experience in a CA firm, with hands-on expertise in accounting, bookkeeping, bank reconciliation, GST, taxation, audits and financial reporting. I have knowledge and academic exposure to Zoho Books as part of my accounting curriculum, although I have not yet handled a client exclusively on Zoho Books. My strong practical experience with accounting systems and financial reporting makes me confident in adapting quickly to your existing Zoho Books workflow. I can handle: • Monthly bank-feed reconciliation and ledger review • Identifying and correcting discrepancies with proper documentation • Income Statement, Balance Sheet and Cash Flow Statement preparation • Cross-checking books against bank statements and tax records • Year-end finalisation and audit-ready documentation • Reconciliation of financial statements with ITR figures • Maintaining a clear adjustment trail for audit/review My 7 years of experience also includes Statutory Audit, Tax Audit, Bank Audit, Stock Audit and Internal Audit, giving me strong practical knowledge of reconciliations, financial statements and Indian accounting/tax compliance. My proposed fee is ₹20,000, with the final amount mutually agreed based on transaction volume, complexity and year-end workload. Thank you for considering my proposal.

@camayankkedia

Hi, I am a Chartered Accountant and All India Rank 30 holder, with experience in bookkeeping, financial reporting, tax compliance and accounting systems. I can manage your complete monthly accounting cycle in Zoho Books, ensuring the books remain accurate, reconciled and audit-ready: Regular bookkeeping and transaction recording Bank reconciliation and investigation of unreconciled items Monthly Income Statement, Balance Sheet and Cash Flow Statement Reconciliation of financial statements with bank records and supporting data Ensuring accounting records are properly maintained for income-tax return filing Year-end closing, adjustments and preparation of final financial statements Review and reconciliation of books with ITR figures Maintaining a clean audit trail and supporting documentation Preparation of organised monthly and year-end deliverables I understand that accuracy is critical here because the Zoho Books figures ultimately flow into tax filings. My approach will therefore focus on reconciliation, consistency and audit-readiness, rather than simply recording transactions. I can start promptly and would be happy to review your existing Zoho Books setup and understand your monthly transaction volume and reporting requirements. Regards, Mayank Kedia Chartered Accountant | All India Rank 30

@Dharavyas07

You need more than transaction entry—you need Zoho Books that stays reconciled, audit-ready and fully aligned with your tax filings throughout the year. As a Chartered Accountant with 10+ years’ experience, I can manage the monthly close and year-end finalisation with a strong reconciliation and review process. 1. Monthly Bookkeeping & Reconciliation • Review and tidy the Zoho Books ledgers and bank-feed transactions. • Reconcile bank accounts against statements and investigate mismatches, duplicates or missing entries. • Trace and document adjustments so the audit trail remains clear. 2. Financial Reporting • Generate and review Income Statement, Balance Sheet and Cash Flow Statement directly from Zoho Books. 3. Year-End Finalisation • Finalise accounts and prepare audit-ready supporting records for CA review. • Reconcile final financial statements with the figures used for Income Tax Return filing. • Provide a brief reconciliation note confirming key figures and documenting any material adjustments. The objective is a clean monthly close rather than fixing issues only at year-end, making the final CA review and ITR process significantly smoother. Let’s review your Zoho Books setup, transaction volume and current reconciliation status; I’ll confirm the monthly scope and fixed professional fee accordingly.

@Twishamorbiya

I’m maintaining book of account accurately since 6+ years. I’m also CA and have expertise in book keeping, tax and audit so i can understand your requirement very well and can help you end to end from recording of transaction to reconciliation to finalisation of accounts. I have proficiency in zoho. We can discuss project in more detail.

@Monarcadvisory

My experience as a Chartered Accountant spans across multiple industries and has afforded me unique insight into how financial systems work in different countries. I have spent 12+ years of my career managing my own CA practice, troubleshooting internal audits at Ernst & Young LLP, Mumbai, and overseeing the finance functions for a group with an annual turnover of INR 400 crore (approximately USD 48 million). This diverse background allows me to approach accounting issues with meticulous precision to identify discrepancies and strengthen your internal controls to ensure clean and accurate books. I possess extensive expertise in QuickBooks Online and Xero, and more recently, Zoho Books. Being comfortable within the ecosystem of Zoho Books makes me your ideal candidate for handling your monthly bookkeeping needs in the platform while strictly complying with Indian accounting standards and tax filing norms. In conclusion, you needn't look any further for a dedicated chartered accountant who will handle your monthly accounting on time with utmost accuracy than me. With more than a decade of experience as an accountant, I have developed an eye for detail that ensures absolute compliance under any circumstance. Partnering with me means gaining not just an adept bookkeeper but a trusted companion in your entrepreneurial journey. I look forward to the opportunity to impressively streamline your business’s financial operations. Let’s make your accounting worries a thing of the past.

@prashants6392

I have practical experience in bookkeeping, R2R accounting, journal entries, bank reconciliation, accruals, prepayments, month-end closing, and financial reporting. I can manage Zoho Books, clean and reconcile ledgers, verify bank-feed transactions, prepare monthly financial statements, and document all adjustments properly. I am detail-oriented and committed to maintaining accurate, audit-ready books. I can also coordinate year-end closing with the CA and help ensure that the final financial statements align with the ITR figures and supporting records. My focus is accuracy, timely delivery, confidentiality, and a clean audit trail.

@INDvivekkarnani

I am a semi-qualified Chartered Accountant. I can Work in both Microsoft Excel and Microsoft word and I have completed a lot of projects in both of these that help your financial models and financial statements. I have experience in excel dashboards creation and taxation and audit.I love working honestly and try to deliver my genuine work at the perfect time. Contact me and let's get started. I am always available for part-time or full-time work.

@shivams062

Hi, Monthly Zoho Books bookkeeping, bank-feed reconciliation, and accurate financial reporting is exactly the type of work I handle. I’m a professional accountant with 7+ years of bookkeeping and accounting experience and extensive hands-on experience with Zoho Books, Zoho Payroll, QuickBooks Online, and Excel. I currently manage full-cycle bookkeeping for a U.S.-based software company, including transaction categorization, bank and credit-card reconciliations, payroll accounting, AP/AR, month-end close, and financial reporting. I also recently worked on a Zoho Books cleanup project, where I’m clearing and organizing the 2026 records, including removing duplicates, reviewing customer invoices and payments, allocating payments correctly, bank and credit-card reconciliations, payroll, and ledger cleanup. For your project, I can handle: • Monthly bank-feed transaction review and reconciliation • Ledger cleanup and accurate transaction categorization • Income Statement, Balance Sheet, and Cash Flow Statement • Cross-checking reports against bank statements • Investigating and documenting discrepancies/adjustments • Maintaining organized, audit-ready supporting records • Year-end financial statements and CA-ready documentation I understand the importance of keeping Zoho Books accurate throughout the year so the year-end financials and tax records can be prepared smoothly. Best regards, Shivam Sharma

@ParasTech7

Dear Hiring Manager, Thanks for the job posting! I am a Computers grad and have worked for companies like Microsoft. I have 21 years of industry experience developing softwares and have also done Zoho projects. I have a CA team also with me which will oversee this as I progress in the process. If you want, I can do it :). More once you revert. Regards, Anurag.

@Princ80

With 8+ years of professional experience in accounting and bookkeeping, I can confidently manage your Zoho Books accounting and ensure your financial records remain accurate, reconciled, and audit-ready. ✅8+ years of professional accounting & bookkeeping experience ✅Strong hands-on experience with Zoho Books ✅Complete monthly bookkeeping and bank reconciliation ✅Review and clean up ledgers and ensure accurate transaction recording ✅Prepare Income Statement, Balance Sheet & Cash-Flow Statement ✅Cross-check financial reports with bank statements ✅Maintain organized, accurate, and audit-ready records ✅Handle year-end closing and finalization for CA review ✅Reconcile accounting records with ITR figures ✅Investigate and resolve any discrepancies or mismatches ✅Maintain proper documentation and a clear audit trail ✅Good understanding of Indian accounting standards and tax compliance ✅Committed to accuracy, confidentiality, timely reporting, and attention to detail I take a professional and detail-oriented approach to accounting, with a strong focus on keeping books accurate, compliant, and up to date. I would be glad to discuss your current Zoho Books setup and take care of your monthly and year-end accounting requirements.

@NBC24

Hello, I can take complete ownership of your monthly bookkeeping and financial reporting in Zoho Books, with a strong focus on accuracy, reconciliation, and audit readiness. I have 15+ years of experience working with Zoho Books, Indian accounting practices, GST and Income Tax compliance, and understand the importance of ensuring every figure is traceable from the books to the bank statements and ultimately to the ITR. Each month, I will review and clean up your ledgers, correctly classify transactions, reconcile the complete bank feed with bank statements, investigate discrepancies, and maintain a clear audit trail. I will also generate and review the Income Statement, Balance Sheet and Cash Flow Statement from Zoho Books and save the finalized PDFs in the shared folder. At year-end, I will prepare the books and supporting schedules, finalize the financial statements, perform the necessary reconciliations, and ensure the figures align with the ITR filings. My focus is simple: accurate books, timely reporting, clean reconciliations, and zero unexplained differences.I would be happy to discuss your current Zoho Books setup and take complete responsibility for keeping it up to date.