- Assess the accounting and financial requirements of client businesses and recommend appropriate configurations within Zoho Books.
- Lead the implementation process by setting up accounts, chart of accounts, tax settings, bank integrations, and other relevant features.
- Provide training to client staff on how to use Zoho Books for day-to-day accounting tasks effectively.
- Customize Zoho Books to align with the unique workflow and business processes of the client.
- Configure automation features such as recurring invoices, payment reminders, and bank feeds to streamline financial operations.
- Optimize settings to improve efficiency, accuracy, and compliance with accounting standards and regulations
- Integrate Zoho Books with other business systems such as CRM software, inventory management systems, and payment gateways to ensure seamless data flow.
- Troubleshoot integration issues and collaborate with technical teams to resolve them effectively.
- Develop custom reports and dashboards in Zoho Books to provide insights into the financial performance of the business.
- Assist clients in interpreting financial data and making informed decisions based on analysis and trends.
- Provide ongoing support to clients by addressing inquiries, troubleshooting issues, and resolving technical challenges related to Zoho Books.
- Stay updated with new features, updates, and best practices in Zoho Books and communicate them to clients.
- Act as a trusted advisor to clients, offering recommendations and strategies to improve financial processes, efficiency, and profitability.
- Conduct periodic reviews of Zoho Books usage to identify areas for improvement and optimization.
- GST Return Knowledge
- TDS Return Knowledge
- Knowledge on Zoho Books will be an added advantage.
- Good verbal and written communication skills (English)
- Good Analytical skill
- Familiarity with office software and phone systems
- Bachelor's/Master's degree in accounting, finance, or a related field.
- Within 3-5 years of experience in the same profile
- Education: B Graduate Degree
- Experience: 3-5 Years and above (preferred), Industry: Export (Preferred)
- Communication Skills: English (Written & Spoken): Advanced; Hindi (Spoken): Advanced
- Age: within 25-30 Years
- Gender: Male/Female
- Recognition of Outstanding Performance
- Performance Incentives
- Mobile
- Laptop
- Statutory benefits
- Calendar Holidays/ CL/ PL
- PL Encashment
- Quarter-Day Leave Policy
- Participation in Company Sponsored Events
- Hybrid Work Culture
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Sr. Accountant - Kolkata, India - Biz Systems
Description
A Senior Accountant (Zoho Books) is a professional who specializes in assisting businesses with the implementation, optimization, and maintenance of Zoho Books, an online accounting software designed for small and medium-sized enterprises (SMEs). Their primary responsibility is to ensure that Zoho Books is effectively utilized to meet the specific accounting and financial management needs of the client organization. Here's a detailed job description for a Zoho Books Consultant:1. Implementation:
Requirements
Qualifications / Skills:
Education, Experience:
Candidate's Profile: