Sanil & Punjabi
Chartered Accountants
We are an up and coming business services platform. A single place, where you could go for all your compliance needs. Whether its starting your own business, doing your accounts and audits or internal reporting and MIS or any other compliances. Thats what we represent.
- Dedicated CAs
- 1000+ Satisfied Clients
- All Services Under One Roof
- No Visit Required For Most Services
Our Services
Our goal is to help entrepreneurs and businesses in getting their work done. We specialise in providing Business Services. That too for all sizes of businesses; whether you are just starting or having been functioning for decades. These are just a few of the services we provide.
Accounting In Zoho
- Estimates/Sales Orders
- Invoicing
- Items and Stock
- Purchase Orders
- Purchases
- Journals
- Banks and Feeds and Integration
- Projects and Timesheets
- Inventory management
- Other Integrations
Zoho Books
Zoho: Accounting and Productivity Suite
Zoho is one of today’s leading software providers with millions of users from all around the world. They have several products to help users manage their business. Multiple applications are available to your business for all their needs. Zoho Books belongs to the Zoho productivity suite.
To make things even better, Zoho Books is tightly integrated with other Zoho Apps. The most popular app integrated with books is CRM. With this, you can not only raise estimates but invoices as well. And these are automatically reflected in the books. This can save a lot of time spend in co-ordination and also save a lot of rework. Further, the suite will help you obtain a full, holistic picture of your business health, and make smarter decisions in future.
Why should you consider Zoho Books for your business?
All in One
Zoho Books is a smart accounting system designed for growing businesses. As an ERP, along with all its integrations, Its more than what a business would need.
Live Reporting
Zoho Books enables you to see the current status of your business. By viewing live reports such as cash flow statements, P&L, Balancesheet and many more.
Automation
Zoho Books allows automation of recurring tasks. All your recurring invoices, bills and reminders can be automated. That too with minimal intervention.
Anywhere Access
Zoho Books enables you to do your accounts on the go. Now, Accounting via your smartphone or tablet is also possible. Simply install the app and get started.
Zoho Books streamlines all essential accounting tasks. Organizing all your data is simple and done on the same platform. You can always keep in line with the outstanding bills and invoices of your company. Benefits of simplifed accounting results in less time consumption.
One can send professional invoices to customers. And help receive online payments from them all from a single platform. With the lastest bank integration, banking is possible from within accounting module in the books.
Zoho Books Features
Cloud based
Cloud based Accounting package accessible from anywhere
E-Banking
Complete banking transactions right from within Zoho Books
Customisable
Customise and automate your business workflows
Add ons
Add ons available such as Advanced inventory management, Client relationship managers (CRM) and many more
Reporting
Zoho books can be customised for management and regulatory reporting.
Control
Customised roles for Employees with transaction approvals and customised access
Mobile Ready
Android/IOS/Windows apps through which your books can be accessed from anywhere on the go.
Complete package
With Zoho Books, you've got accounting, inventory management and invoicing covered.
Where do we come in
We are Zoho Books Partners
Zoho has all the services one would need for managing their businesses. However, in order to completely harness all the services of Zoho, you will need help of experts. The businesses can effectively use all the services of Zoho provided they are aware about its services and know how to use them.
We are advisors, designers, developers and specialists, dedicated to create digital solutions to all of your needs including Setting up of Zoho books, Accounting as well as Auditing, Filing of GST returns and compliance with rules and regulations.
Maintaining Books of Accounts
Maintaining a proper set of books of accounts is necessary for all businesses. You can depend on us for setting up this as well. We’ll help you in selecting and getting started with an accounting system and assist in maintaining them as well.
Why Let Us Handle Your Books?
We understand the difficulties in maintaining the books of accounts. Our step-by-step process ensures that all the transactions are accurately recorded on a timely basis. Proper reporting and analysis requires accurate and up-to-date accounts. Proper accounting helps for both Statutory, as well as Internal Reporting. Let us handle your accounting and reporting while you can focus on your business.
Everything that you share goes through a robust system of checks designed by our experts.
Why go through the trouble of doing your accounts by yourself?
We cover most of the Modules
- Zoho Books
- Zoho Invoice
- Zoho Inventory
- Zoho Payroll
- Zoho Expense
- Zoho Subscriptions
- Zoho Checkout
We also handle Reporting and MIS
- Internal Reporting
- External Reporting
We can help you if you have these questions
- How to get started with Accounting, Reporting and Compliance.
- How to Plan and Manage Internal and External Reporting?
- How to Maintain Proper Accounts?
- How to Select an ERP? Are multiple ERPs required?
Have any questions? Contact Us Now!
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Migration to Zoho Books
Migrating to Zoho Books from a different ERP, leave everything to us. We’ll help you move from your earlier ERP to Zoho and at the same time allow your teams to fully understand the capabilities of Zoho. While each organisation has different requirements, these are the basic things that are required to be done at this stage –
- Setup of Organisation Profile and Opening Balances
- GST Setup
- Invoicing and Template Setup
- Preparation of Chart of Accounts
- Setup of Contacts [Debtors and Creditors] and much more
Accounting In Zoho
Already started with Zoho books, you still might help with setup. Let professionals handle your finances and accounts. With Zoho everything can be done online, no matter where your offices are located.
Outsourcing is not a new concept. For years companies have outsourced their advertising, legal, accounting and financial services so they benefit from professional expertise without substantially increasing overhead.
Your business is unique and has its own set of outsourced accounting needs. Contact Us now to get customised plans for your business.
Zoho Books Setup and Integration
Already Migrated to Zoho Books? you still might need help with the setup and in understanding the capabilities of the package. The package can only be utilised effectively if the setup is done completely and correctly. These are the basic things that are done at this stage –
- GST Setup
- Preparation of Chart of Accounts
- Setup of Zoho Inventory and integration
- Setup of Zoho Payroll and Integration
- Setup of other modules within Zoho Books
Zoho Books and GST
Get your GST compliances done right from within Zoho. While accounting, it is essential to pass and classify transactions correctly. Transactions done correctly will facilitate faster generation and filing of GST returns. A business with multiple GSTNs can also use the branches feature in Zoho to maintain its books. If the transactions are done correctly, you can directly push the data into the GST portal. This simplifies the GST return filing process.
Composition dealers also have a special module for GST. Once enabled they can also filed their GST returns with ease.