Zoho Books Cleanup & GST Management

We are a retail branding and signage manufacturing company based in Kolkata, with a factory and pan-India project execution. Our Zoho Books account has not been maintained properly. We are looking for an experienced accountant to bring it up to date and then maintain it every month.

Phase 1 – Clean-up (one-time)

Review the current state of our Zoho Books and identify gaps and errors
Record pending sales invoices, purchase bills, expenses, and payments
Reconcile all bank accounts
Correct customer and vendor balances (receivables and payables)
Set up or fix the chart of accounts, items, and tax settings
Match GST data with the GST portal (GSTR-1, GSTR-3B, GSTR-2B)

Phase 2 – Monthly Maintenance (ongoing)

Day-to-day bookkeeping in Zoho Books
Monthly bank reconciliation
GST return filing (GSTR-1 and GSTR-3B) and ITC reconciliation
TDS deduction, payment, and quarterly returns
Tracking receivables and payables, with reminders for overdue payments
Basic inventory or material tracking for our factory
Monthly reports: P&L, balance sheet, outstanding receivables and payables

Requirements

Hands-on experience with Zoho Books (Zoho certification preferred)
Strong knowledge of Indian GST and TDS
Experience with manufacturing or project-based businesses is a plus
Reliable, organised, and able to meet filing deadlines

In your proposal, please include:

Your experience with Zoho Books and GST
A quote for the one-time clean-up
Your monthly fee for ongoing maintenance
Estimated time to complete the clean-up

We are looking for a long-term relationship with the right person.