Zoho Books is the ideal, easy-to-use accounting software for small and growing businesses. It offers diverse features ranging from negotiating deals to raising sales orders, invoicing, and many more. And for businesses that want greater control over their operations, Zoho Books also offers seamless integrations with more than 50 of its other applications and various other third-party applications.
Sure, this makes Zoho Books a one-size-fits-all software to handle all your accounting needs, but the questions you need to ask yourself are: do you really need all these features? Do you even know how to properly use these features? Is it that you may be underutilizing any of these features or paying for features that you do not need?
If there is even a slight hint of this in your mind then it is time for you to schedule an appointment with a certified Zoho Books consultant. They will look at your business in detail, identify its pain points, strengths, and requirements, and will then configure Zoho Books according to that in order to smoothen out your implementation of the software to best suit your needs.
The fact of the matter is that while many CRM and ERP software do offer a complete suite of features that leaves little to be desired, you still need experts to help you navigate these software’s long list of features to customize the software for your business. Customization is key here, and that is exactly what a good consultant offers you.
Zoho Books helps entrepreneurs effectively track income and expenses, control budgets, and manage customer and vendor accounts. All this reduces the time and effort spent on bookkeeping and allows them to focus on strategic objectives and business development.
for example, are a dynamic and competitive industry where effective financial management also plays an important role. Casino establishments need to track revenues and expenses, analyze financial performance and ensure financial sustainability.
In this context, the use of software like Zoho Books can be beneficial for online casinos. It can automate accounting processes, improve the recording of financial information, control cash flow and ensure reliable reporting.
Thus, maintaining accurate financial records with Zoho Books helps not only small and growing businesses but also online casinos to effectively manage their finances, increase transparency and ensure financial sustainability in a competitive environment.
Here are 5 ways in which a good consultant can help you customize and implement Zoho Books to fit in with your system:
Implementation and setup
Good consultants are hand-holders, essentially. This is why a good consultant will not only help you set up Zoho Books but will also make sure to implement it fully in your system. To do this, they will first assess the system that you are currently using to streamline your current operations and then will ascertain the best way in which it can be reconfigured to fit in Zoho Books.
Your consultant will identify the pain points that your business is suffering from and will then ensure to include only those features in their customization of Zoho Books. They will also see to your budgeting needs, how tech-savvy your resources are and whether they will be able to manage Zoho Books for you when the consultant will eventually leave, in order to finally make sure that they leave your company and its management of Zoho Books in a better shape than it was before you consulted them.
Training and onboarding
Sometimes it can be very costly to hire highly tech-savvy resources directly. In such cases, it might make more sense for you to have your Zoho Books consultant update your current technical resources about the specific ins and outs of that software. This applies especially to features which are exclusive to Zoho Books, and which only an expert consultant who specializes in Zoho Books will be able to help you out with.
One very unique feature of Zoho Books is that it allows you to keep track of all your billing information through customizable timesheets that your technical staff read and analyze to understand how to best improve your business’ performance. Having your technical people be trained in reading and analyzing these sheets by a consultant is a surefire way of ascertaining you make the best of this feature.
Integration
Zoho Books offers integrations with more than fifty of its own Zoho apps, on top of which it offers integrations with a host of other third-party apps and payment gateways. All this ensures that firstly, you do not have to worry about not having the option of utilizing all these features, but more specifically so that you have a suite full of detachable features that you only integrate with if you wish to do it.
Like most competent subscription management software, Zoho Books too offers integrations with leading payment gateways like Stripe or Square. However, it also gives you the option of integrating with a long list of other payment gateways so that you do not have to go through the hassle of shifting your payment gateway.
Reporting and analysis
After implementation, this may be the most important task a good consultant can perform for you. Good consultants can help you with finding data for and then generating good reports based on this data so that you know exactly how your business is performing and how it can improve.
Likewise, in order to analyse income, expenses, profitability, and other crucial variables, good consultants can customize your dashboards and key performance indicators (KPIs) and then make suggestions based on the study for what changes you ought to be making to your business strategy. Reporting is another strong suit of Zoho Books as it lets you make reporting tags for each region from where your transactions are being made. Therefore, with this level of customization available at Zoho Books, it only makes sense for you to properly inform yourself by hiring the services of a consultant.
Ongoing support and troubleshooting
Naturally, this goes without saying, but a good consultant will be able to help you with simply any problem that you might encounter with Zoho Books. Therefore – and especially if you feel your own technical resources are severely lacking in this department – it might even make sense for you to hire a consultant for the long haul so that they can continually keep your business and its integration with Zoho Books in check.
