Setup Done Right
Get your accounts set up correctly from day one. Done-for-you Zoho Books setup with GST configuration, bank connections, and training for your team.
Weeks to Go-Live
GST Compliant
Team Training
Who This Is For
If you're starting fresh or moving from manual processes, we'll set you up right
New Businesses
Starting a business and need accounting set up from day one — correctly.
Excel Users
Tired of spreadsheets and manual invoicing. Ready for proper accounting software.
Growing SMEs
Your business is growing and manual processes can't keep up anymore.
Service Businesses
Consultants, agencies, professionals who need clean invoicing and expense tracking.
What We Set Up For You
Not just installation — complete configuration tailored to your business
Company & GST Configuration
Your business details, GST number, state, and tax settings configured correctly for Indian compliance.
Chart of Accounts
Customized account structure that matches how your business operates — not generic templates.
Invoice Templates
Professional invoices with your logo, GST details, terms, and payment instructions.
Bank Connections
Connect HDFC, ICICI, SBI, Axis, or other banks so transactions sync automatically.
User Roles & Access
Set up access for owner, accountant, CA, and staff — each with appropriate permissions.
Initial Data Entry
We help enter your opening balances, existing customers, vendors, and items to get you started.
Our Setup Process
Simple, clear steps — no confusion, no guesswork
Understand Your Business
We learn how you work — your services, products, customers, and how money flows in and out.
Configure Zoho Books
Set up your chart of accounts, GST settings, invoice templates, and bank connections tailored to your business.
Verify Reports
Generate sample reports and GST returns to ensure everything is configured correctly before you start using it.
Train Your Team
Hands-on training for you, your staff, and your CA — so everyone knows how to use the system.
Go Live with Support
You start using Zoho Books with our support available for questions, corrections, and guidance.
Training &
Hand-Holding
We don't just set it up and leave — we make sure you and your team can actually use it
For Business Owners
Understand your reports, cash flow, and what the numbers mean for your business.
For Your Staff
How to create invoices, record expenses, and handle day-to-day accounting tasks.
For Your CA
Access to all reports, trial balance, and GST returns they need for filing and audits.
Post go-live: We stay available for questions, corrections, and guidance. You're not figuring this out alone.
What You Get on Day 1
Ready-to-Use System
Fully configured Zoho Books with your business details, GST, and bank connections.
Trained Team
Your staff knows how to create invoices, record expenses, and run basic reports.
GST-Compliant Invoices
Professional invoices with your logo, GST details, and proper tax calculations.
Clear Financial Visibility
Know your cash flow, outstanding payments, and expenses at any time.
Currently using Tally? We can safely migrate your data before setting up your new Zoho Books system.
Common Questions About Setup
Get Zoho Books Set Up Correctly the First Time
Talk to our setup expert. We'll understand your business and give you a clear plan. No pressure — just honest guidance on what you need.