Zoho Books Specialist ($100+/mo Fixed Retainer) – Setup & Expense Tracking

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: TYPE OF WORK

Part Time

: SALARY

100+/per month

: HOURS PER WEEK

TBD

: DATE UPDATED

Apr 11, 2026

JOB OVERVIEW

am looking for a detail-oriented Zoho Books specialist to manage my business accounting. We have very low transaction volume, so I am looking for a fixed-price partnership rather than hourly billing. My primary goal is 100?curacy in expense tracking and a clean, automated setup.

Scope of Work (Fixed Monthly Deliverables):

Initial Cleanup (Month 1): Review and optimize the Chart of Accounts for investment sales/PPM structure. Sync all bank feeds.

Monthly Categorization: Ensure every single expense is categorized correctly (no "uncategorized" items).

Receipt Management: Monitor the Zoho Receipt inbox to ensure all digital receipts match the bank transactions.

Monthly Reconciliation: Reconcile all bank and credit card statements by the 5th of each month.

Monthly Report: Send a brief P&L summary and a "Missing Receipts" list once a month.

Requirements:

Expertise in Zoho Books is non-negotiable. (Please do not apply if you only know QuickBooks).

Experience setting up Bank Rules and Automated Workflows in Zoho.

Background in Accounting or Bookkeeping (CPA preferred but not required).

High attention to detail—you must be someone who catches the "small things."

How to Apply:

Start your application with the word "ZOHO EXPERT" so I know you read this.

Briefly describe your experience setting up Zoho Books from scratch.

Confirm that you are comfortable with a $100+/month (negotiate) fixed retainer for this low-volume role.

SKILL REQUIREMENT

Accounts Reconciliations Financial Accounting

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Zoho Books Specialist ($100+/mo Fixed Retainer) – Setup & Expense Tracking

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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