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Zoho and Avalara Product Demo

This guide provides a detailed breakdown of everything discussed in the Zoho and Avalara Product Demo video above. We highly recommend watching the video above for the full experience, but here’s a quick summary of everything discussed if you prefer to read it. Overview of the Zoho and Avalara Integration The integration between Zoho and […]

Mastering Tax Management in Zoho Books and Enhancing Compliance with Avalara

Managing taxes effectively is crucial for any business looking to remain compliant and financially healthy. Zoho Books offers a robust platform for handling various accounting tasks, including tax management. However, as businesses grow and tax regulations become more complex, integrating with a specialized tool like Avalara can provide significant advantages. This article will guide you […]

Zoho Books Full Product Tutorial

Product Overview Zoho Books is a versatile accounting software that provides businesses with a suite of tools to manage their financial health. With its intuitive interface and integration capabilities, it offers a comprehensive view of the company’s finances and operational efficiency. In this section, let’s here is a quick overview of Zoho Books: Home Page […]

Benefits of Reconciling Your Bank and Credit Card Accounts in Zoho Books

Optimal financial management goes beyond mere tracking; reconciling bank and credit card accounts in Zoho Books safeguards your transaction accuracy and integrity. Why Reconciliation is a Non-Negotiable While Zoho Books pulls in your bank transactions and balances in real-time, ensuring consistent and error-free records calls for periodic reconciliation. Dodging the Duplicate Transaction Bullet Keep Tabs […]

Automating Your Invoicing: How Zoho Books Streamlines Your Billing Process

When it comes to automation, achieving a seamless invoicing process should be as straightforward as clicking a button. Yet, not all business platforms are crafted with equal finesse or offer the same potential to construct the automation you require. Fortunately, Zoho Books emerges as a reliable ally, furnishing the indispensable tools you need to sculpt […]

7 Reasons You Should Switch To Zoho Books

Most people know about Quickbooks, Xero, or Sage but did you know Zoho offers accounting software as well? In the article below we will walk you through the 7 reasons you should be using Zoho Books. 1 – Integrations Using Zoho Book’s native integrations allows you to Sync with many of the Zoho Applications. Whether […]

Intro to Advanced Analytics for Zoho Books

Last week we had the pleasure of working with the Zoho CPA and finance divisions on putting together this webinar. If you are a CPA, accountant, or bookkeeper, be sure to check out the zoho.com/cpa division for partner opportunities. Regardless of whether you are a CPA, this session is extremely valuable for getting the most […]

3 Tips For Zoho Payment Gateways

When it comes to payment gateways your options sometimes may feel limited, and other times overwhelming. With Zoho you have plenty of options including some of the main key players in the industry, but which is the best? Does the best vary on your business? The truth is there isn’t per se a best solution […]

Zoho Books Invoicing and Estimating from Start to Finish

Zoho Books is a capable billing and accounting platform for your small business. Go from a deal memo to invoice in a few clicks, build out accurate and attractive estimates, and bill more business with better invoicing management. Configuring Your Items and Customers Price lists are the inventory lists of your invoicing system. They contain […]

Mastering Proper Accounting For Small Businesses with Zoho Books

Accurate records are essential for effective business. Not only do they record what you have done: they allow you to predict the future accurately. And in a world where a gain of half a second can mean billions, predicting the future correctly is an ability no one can pass up. If you’re not already running […]

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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