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Our Zoho Books implementation service

Athmane CPA Conseils is proud to be an authorized Zoho Books partner. We offer a complete implementation service for the popular Zoho Books accounting software.

Already using Zoho Books?

If you’ve implemented Zoho Books on your own, we also offer a post-implementation review service to ensure everything is set up according to accounting standards and that all modules are being used efficiently. Benefit from our expertise and experience in implementing Zoho Books throughout Quebec.

Contact usOur approach

Customized system configuration

Automated transaction tracking

Detailed financial reporting

Data security

Customized system configuration

Automated transaction tracking

Detailed financial reporting

Data security

Why a Proper Implementation Matters

For all SMEs, the accuracy of financial data is essential. A thorough setup ensures:

  • Compliant and optimized financial management
  • Efficient use of all available modules

Our service stands out through our accounting expertise. Unlike other providers, we understand the financial implications behind each technical decision, allowing us to apply best practices tailored to every client.
We also have over five years of experience working with Zoho Books.

Logo officiel de Zoho Books représentant la solution infonuagique implantée par Athmane CPA Conseils pour la gestion comptable et la sécurité des données des PME

Trusted service for Zoho Books in Laval, Montreal and throughout Quebec

We’ve successfully implemented Zoho Books for a variety of businesses across Greater Montréal. This experience allows us to adapt to each company’s unique needs.

The Benefits of Zoho Books

Zoho Books offers a wide range of features that make it an ideal solution for bookkeeping:

A solution tailored to support the growth of small and medium-sized businesses.

A customizable environment that evolves with your business needs.

An accessible solution with no high upfront investment required.

A suite of connected applications for streamlined and efficient management.

Advanced client tracking, sales automation, and enhanced customer relationship management.

Real-time stock tracking, automated order processing, and smooth handling of purchase orders (POs) and packing slips.

Secure, built-in e-signature functionality for a 100% digital process.

Zoho: Your perfect ally for simplified and high-performing business management.

Maximize Zoho Books’ Potential

Already using Zoho Books but not sure you’re getting the most out of it? We help you unlock its full potential for smoother, more efficient accounting.

Our advisory services include:

Customize Zoho Books to your specific needs and boost efficiency

Secure your accounting processes and reduce the risk of errors.

Ensure your numbers are accurate and compliant with accounting standards.

Empower your team with the skills they need to fully leverage Zoho Books.

Structure your closing procedures for stress-free financial management.

Avoid costly mistakes and streamline your tax reporting.

Access clear, actionable insights to guide your business decisions.

Organize your accounts for better clarity and financial analysis.

Get continuous assistance even after implementation to address your evolving needs.

Boost your productivity and streamline your accounting with our Zoho Books expertise.

Our services

01.
Accounting and Taxation

Financial management

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02.
Advisory Services

Tailor-made strategies

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03.
Cloud Accounting

Connected solutions

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Testimonials

Athmane CPA Conseils, cabinet comptable à Laval spécialisé en fiscalité, comptabilité infonuagique et services-conseils pour PME

“Athmane provided tremendous support in setting up Zoho Books. Since our migration happened mid-year, the fact that Athmane is also a CPA made the process significantly easier. We also appreciated his direct communication with our accountants, which ensured a seamless implementation.”

Another strong point: his in-depth knowledge of Zoho Inventory and Zoho Expense. He not only trained us to use Zoho Books, but also helped us understand and implement efficient inventory management. Thanks to him, we optimized our use of POs and packing slips, which greatly improved our stock tracking and logistics.

The integration was smooth and efficient, and even six months after setup, Athmane remained available to answer our questions. His support has been a true asset to our business.

Sébastien

Président - Gauthier De Laplante Inc.

“Athmane greatly helped us structure and streamline our accounting. His expertise was invaluable in reorganizing our chart of accounts, making it clearer, more efficient, and better suited to our needs. This optimization now allows for smoother and more strategic financial management.”

Anais

Présidente - Bédard Laroche Inc.
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    FAQ

    OurZoho Books implementation service includes the complete configuration of the software according to your business model: chart of accounts, taxes (GST/QST), users, currencies, automations and financial reports. We also take care of data migration, team training and post-implementation support to ensure that the solution is used to its full potential. Our aim: to make your accounting simple, fluid and totally adapted to your needs.

    Zoho Books is an intuitive and comprehensive cloud-based solution, ideal for SMEs and the self-employed. It simplifies invoicing, expense tracking, inventory management and collaboration with your accountant. Its integration with other Zoho applications (CRM, Payroll, Sign, Analytics) creates a true business ecosystem where everything is interconnected. The result: greater efficiency, fewer manual entries and a better overview of your finances.

    The process takes place in several stages:

    1. Needs analysis and definition of accounting structure;

    2. Complete system and tax settings;

    3. Migration of existing data and consistency tests;

    4. User training on key functions;

    5. Post-implementation follow-up to validate results and adjust if necessary.
      We aim for a smooth transition, with no loss of information, and maximum automation from the outset.

    Yes, we carry out regular mid-year migrations, taking over your previous balances, reports and transactions. We make sure everything is tax and accounting compliant before moving on. This means you can enjoy the benefits of Zoho Books quickly, without waiting until the end of the financial year.

    Yes, we offer customized training sessions, adapted to your level and role. The objective: to make you autonomous in the essential functions (invoicing, taxes, expenses, bank reconciliations, reports). We also provide practical guides and ongoing support after implementation.

    Zoho Books centralizes all your financial operations in a clear, user-friendly interface. You can create professional invoices, track payments, manage inventory and even automate customer reminders. Secure online access lets you work from anywhere, while maintaining tax compliance. It’s the perfect solution for entrepreneurs looking for simplicity, efficiency and control.

    Both tools are excellent, but their approach differs. QuickBooks Online is very popular and rich in third-party integrations, while Zoho Books stands out for its all-in-one ecosystem (CRM, payroll, electronic signatures, project management, etc.). The choice depends on your needs: we’ll help you assess which one best fits your business model and growth objectives.

    Absolutely. We remain available after implementation to optimize automations, answer your questions and adjust configuration as your business evolves. We also offer periodic audits to ensure that your Zoho Books environment remains efficient, compliant and up-to-date.