t
tba_media39

Tba M

@tba_media39

Zoho Books, CRM Financial Automation Expert

Nigeria
Spanish
About me
⭐⭐⭐⭐⭐Outstanding Zoho consultant! Our migration from Tally to Zoho Books was seamless, GST and TDS were configured perfectly, and our inventory and invoicing are now fully automated. The integration between Zoho CRM and Zoho Books reduced manual invoicing by over 45%. Hi, I'm a Zoho Books & Zoho CRM Automation Specialist with years of experience implementing Zoho solutions for businesses. I've helped companies improve financial operations by 45% through accounting automation, GST/VAT compliance, CRM integration, inventory management, and workflow optimization.... Read more

Skills

t
tba_media39
Tba M
Offline • 

See my services

CRM Management
I will setup zoho books ecommerce amazon shopify gst vat tax automation inventory sync
From$10 / projectMore details
CRM Management
I will integrate zoho CRM with zoho books automated invoicing workflow financial report
From$10 / projectMore details

Work experience

Automation_Solutions

Senior Zoho Books & CRM Implementation Specialist

Automation Solutions • Self-employed

Jul 2023 - Present • 3 yrs 1 mo

As a Senior Zoho Books & CRM Implementation Specialist, I help businesses modernize their financial operations by deploying complete Zoho ecosystems that combine accounting, CRM, inventory, sales, customer management, and workflow automation into one efficient platform. My expertise covers implementing Zoho Books from the ground up, migrating accounting records from Tally, QuickBooks, Xero, Excel, and other accounting systems while maintaining complete financial accuracy and preserving historical data. I configure every aspect of Zoho Books, including Chart of Accounts, opening balances, customers, vendors, products, taxes, GST, VAT, TDS, invoices, purchase orders, recurring billing, banking, inventory, payment gateways, financial reports, user permissions, and automated approval workflows. Every implementation is carefully tested to ensure transaction accuracy, regulatory compliance, and reliable reporting. For businesses operating in India and other tax-regulated regions, I establish compliant GST and TDS structures, configure tax rules, organize financial categories, reconcile bank transactions, and prepare accounting environments that simplify tax filing and monthly bookkeeping. I also implement payroll-ready accounting structures that improve financial control and reduce administrative workload. My experience extends to integrating Zoho Books with Zoho CRM, Zoho Inventory, Shopify, Amazon, payment processors, and third-party applications using Zoho Flow and APIs. These integrations automate invoice creation, payment updates, inventory synchronization, customer records, sales pipelines, and financial reporting, significantly reducing manual work while improving operational efficiency. I also assist organizations with cleaning accounting records, correcting migration issues, eliminating duplicate transactions, restructuring Charts of Accounts, optimizing inventory management, and building customized dashboards that provide real-time business insights.