Monthly Zoho Books & Tax

I handle day-to-day operations in Zoho Books but need a reliable specialist to keep the numbers pristine and my compliance on track. Each month you will step in to:

• Reconcile every bank, credit-card, and payment-gateway feed so the books stay current and error-free.
• Prepare clean financial statements straight from Zoho—P&L, balance sheet, and cash-flow—so I can make informed decisions.
• Oversee invoice and billing workflows, flagging any discrepancies and ensuring customers see accurate, timely bills.
• Compile and file both local and state tax returns, using the figures you have already validated in the system.

I expect the closed books, the three core reports in PDF and Excel, and proof of tax submission no later than the 10th of the following month. Familiarity with Zoho Books automation rules, report customization, and state e-filing portals will help you hit the ground running.