Zoho Books & MIS Inquiry
Effortless Accounting and MIS, Tailored to Your Business
Service Description
30-Minute Finance Health Check: Get Quick, Actionable Insights to Improve Your Accounting & Reporting Processes This consultation is designed to give finance and accounting leaders practical clarity — not lengthy audits. In 30 minutes, we’ll help you identify where time and accuracy are being lost in your current accounting and MIS setup, and how Zoho Books + Analytics can streamline those areas. What We’ll Cover: In this focused session, our consultants will: 1. Understand Your Current Setup * Briefly review how you’re managing accounting, compliance, and MIS reporting today (Tally, Excel, or other tools). * Identify visible gaps causing delays, redundant work, or compliance risks. 2. Spot 2–3 Improvement Opportunities * Highlight realistic areas where automation or better data integration can make a measurable difference — such as faster reconciliations, quicker reporting, or simplified GST/TDS handling. 3. Show You What’s Possible in Zoho Books + Analytics * Walk through sample dashboards and reports relevant to your business. * Demonstrate how your key MIS requirements (P&L, variance, cash flow, etc.) can be automated. 4. Next Steps — If You Choose to Proceed * Provide a practical roadmap for implementation. * No commitments required — you decide if it’s worth exploring further. What You’ll Leave With: * A clear understanding of where inefficiencies exist in your current accounting and MIS process. * A visual idea of how your reports and dashboards can look in Zoho Books + Analytics. * A practical next-step plan to start optimising your finance function — only if you wish to proceed. 📋 Outcome: Actionable insights
Cancellation Policy
Booking Your Consultation: *Schedule your 30-minute expert consultation online via our booking page. *Please provide accurate contact details so we can confirm your session and send any preparatory information. *We recommend booking at least 24 hours in advance to secure your preferred time. Confirmation: *After booking, you’ll receive a confirmation email with your consultation details. *Review your booking carefully to ensure the time works for you. Rescheduling & Cancellation: *You can reschedule or cancel up to 12 hours before your consultation without any fees(for paid consultation). *Refunds for cancellations (where applicable) made up to 12 hours before your consultation will be processed within 15 days from cancellation date. *Requests made less than 12 hours before the session may not be accommodated. *Missed consultations or late cancellations are forfeited and cannot be refunded or rescheduled. During the Consultation: *Our experts provide advice and insights based on their professional experience, tailored to your specific situation. *The session is limited to 30 minutes. Any follow-up discussion may require booking a separate consultation. *Consultations are conducted via Google Meet. Please ensure a stable internet connection, camera, and microphone. Additional Notes: *Insights shared are based on your unique context but do not constitute a long-term service engagement. *By booking, you acknowledge that the consultation is a standalone advisory session.