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Zoho Books

Smart Online Accounting For Growing Small Businesses


Zoho Books is an easy-to-use, online accounting system, perfect for your small businesses to help you manage your finances and stay on top of your cash flow.

We Help Professional Services Businesses Thrive:

Consulting, accounting, bookkeeping, taxes, financial planning, coaching, insurance, mortgages, investments, law, engineering and more!

Zoho Books Overview

Zoho Books is a cloud-based accounting software developed by Zoho Corporation. It is designed to help businesses manage their financial transactions, track expenses, and streamline their bookkeeping processes.

  • Simplifies financial management for small businesses

  • Provides clear visibility of income, expenses, and cash flow

  • Easy and professional invoice creation and customization

  • Effortless expense tracking and reconciliation with bank statements

  • Generates comprehensive financial reports for better insights

  • Simplifies tax management and generates tax reports

  • Seamless integration with bank accounts for easy transaction syncing

  • Cloud-based accessibility from anywhere, anytime

  • Helps small businesses stay organized and in control of their finances

  • Streamlines invoicing and payment processes for faster cash flow

  • Reduces the hassle of manual expense tracking and reconciliation

  • Saves time and effort in generating financial reports

  • Ensures accurate tax calculations and simplifies tax filing

  • Improves financial decision-making with real-time insights

  • You can see all features in detail by clicking here to go to Zoho's website (opens in a new tab): Zoho Books (USA) or Zoho Books (Canada)

Compare Zoho Books To (opens in a new tab):

Zoho Books Images

1 / 16 - Dashboard
Books-01 Dashboard
2 / 16 - Send Professional Invoices
Books-02 Send Professional Invoices
3 / 16 - Quote
Books-03 Quote
4 / 16 - Customer Portal
Books-04 Customer Portal
5 / 16 - Stay on Top of Your Expenses
Books-05 Stay on Top of Your Expenses
6 / 16 - Set Bills on Recurring Mode
Books-06 Set Bills on Recurring Mode
7 / 16 - Connect Import And Reconcile
Books-07 Connect Import And Reconcile
8 / 16 - Track Time With Ease
Books-08 Track Time With Ease
9 / 16 - Capture Complete Product Details
Books-09 Capture Complete Product Details
10 / 16 - Convert To Invoice
Books-10 Convert To Invoice
11 / 16 - Purchase Order
Books-11 Purchase Order
12 / 16 - Payment Gateways
Books-12 Payment Gateways
13 / 16 - Get Paid From Customer Portal
Books-13 Get Paid From Customer Portal
14 / 16 - Eliminate Repetitive Tasks
Books-14 Eliminate Repetitive Tasks
15 / 16 - Vendor Portal
Books-15 Vendor Portal
16 / 16 - Mobile Accounting App
Books-16 Mobile Accounting App

Project Outline

The Zoho Books application requires configuration and customization to match you and your company’s needs. Here is a quick outline of the steps required in the implementation of this application.

1. Requirements Gathering

  • Gather and document your specific requirements, including your business processes, workflows, and any specific functionality you require.

2. System Configuration

  • This will involve setting up all aspects of the application, user accounts, configuring integrations with other systems, and configuring security settings.

  • The information gathered during the Requirements Gathering will be beneficial here.

3. Custom Changes

  • Using the previous steps for guidance, this includes adding custom fields and values, user interface optimization, and testing the application.

  • Once the initial application changes and/or updates are completed, you can request any further changes you want to see in the final product.

4. Implementation

  • This includes installing and configuring the cloud-based software, testing the login process on different devices and reviewing the training material with your staff on how to use the application.

5. Support and Maintenance

  • This may include troubleshooting and resolving any issues that arise, providing updates and upgrades, and ensuring the application is running smoothly.

6. Review and Feedback

  • The last step is to review the solution with you and your team and gather feedback to identify areas that may need to be improved.

"Proper planning and implementation of a software application is the foundation for its success."

Scope Of Work

The software apps are cloud-based and run on current web browsers or the iOS /Android app on your smart phone or tablet. It requires only an internet connection. There no local installations or further IT costs for hardware, software or personnel.

1. Setup and Configuration

  • We will get the application setup and ready to go.

  • It can be used live at this point.

  • It is more like a wireframe, before configuration and customization, which comes next in the Planning phase.

2. Planning and Data Collection

  • We will discuss the initial setup, the configuration and customization needed for your business, and the training prescribed.

  • This, along with data collection, is initiated using an online form for you or your team to fill in, along with online meeting discussions.

3. Customization and Testing

  • We will implement the configuration and customizations required based on the planning meetings.

  • Testing.

4. Training

  • We will provide online remote training with you and/or your staff.

  • We also provide training manuals.

5. Documentation

  • We will document the entire project, including planning, work and training, and it will always be available in our Customer Portal, which you can log into any time.

  • Our Customer Portal contains all of the products, services and projects you have purchased from Business Growth Success.

6. Hours Budget

  • We need to control the scope of the project or it can go into many different tangents lasting many hours not covered in the pricing.

  • The hours budget for all of the customization and testing, training, and documentation sections is 10 hours.

  • If further hours are desired outside of the scope of the project, they will be billed in addition to the purchase price at our hourly rate. See the Pricing section.

7. Timing

  • Timing will be discussed during the project planning, but generally the project can be finished within one or two weeks, depending on the amount of customization required and scheduling availability.

8. Location

  • All work is done remotely and meetings are accomplished virtually using software provided by Business Growth Success.

9. Support, Maintenance and Updates

  • Once the project is completed, we will take care of regular updates and maintenance, as well as support for issues on our end.

  • After completion, new support, additions and modifications for your team is billed at our regular hourly rate of $125 USD per hour.


[A] Software: pricing is based on the pricing table from Zoho Corporation (see examples below).

[B] Project Services: pricing includes setup, configuration, planning, data collection, customization, testing, training, documentation, support, maintenance and updates in accordance with the Scope of Work section above.

[C] Additional Services: if further hours are desired outside of the scope of the project, they will be billed in addition to the purchase price at our hourly rate of $125 USD per hour. To keep the price low, we work remotely and automate a lot of the entire process. We will always have discussions and training via online meetings.

[D] Project Services Price: $1,999 USD

[E] Terms: before initiating the project, we require an initial 50% deposit on services of $999.50 USD, the balance is due on completion.

Zoho Books


To Be Purchased

Directly From Zoho

$ Monthly


$ Annually

Zoho Books

BGS Services

Implementation Services

Are Purchased Here

50% Deposit

$999.50 USD

  • Zoho Books Implementation full project cost is $1,999 USD, so 50% deposit on services is $999.50 USD.

  • Project includes setup, configuration, planning, data collection, customization, testing, training, documentation, support, maintenance and updates.

Zoho Apps

  • Value for Money!

  • Simplify, Integrate & Automate

  • Secure & Keep Privacy First

  • Over 100 Million Users

  • Mobile App

  • Guarantee

  • Quick Setup

  • Support Whenever You Need It

You Can't Lose!

Your outcomes depend as much upon your part (which we have no control over) as on our part. We will guarantee to deliver the results as long as you’ve followed our recommendations and put in the work, or we will continue working with you to deliver the results at no additional cost.

Your satisfaction is our number one priority!

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Powerful and Affordable Systems and Services to Help Grow, Manage and Improve Your Small Business. Simplify, Integrate and Automate to Use Technology to Your Advantage!

877-398-4710 Text Us

3200 Deziel Dr, Suite 209 Windsor, ON N8W 5K8 Canada

Business Growth Success

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Certified Consultant


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Authorized Partner

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