UK Sole Trader Bookkeeper for Zoho Books Setup & Cleanup

Job Title: Zoho Books Expert - Business Setup for Multi-Stream Coaching Business Description: I run a coaching and course business with multiple income streams (1-to-1 coaching, group programs, courses, retreats). I need my Zoho Books set up so I can see all my money movements clearly - income by stream, expenses by category, and actual profit. What I need: * Chart of accounts organized by my business model (coaching, courses, retreats, etc.) * Fix multi-currency PayPal bank feed issues (GBP, USD, AUD accounts) * Set up categorization rules so transactions auto-categorize * Show me how to run P&L reports and export for my accountant * 2-3 hour training session on the workflow About my business: * UK-based sole trader (self-employed) * Multiple revenue streams that need separate tracking * Currently have clients but numbers feel vague * I have a UK accountant for tax filing - just need clean reports to send her Requirements: * Expert-level Zoho Books experience (this is your primary tool) * Experience with service-based/coaching businesses preferred * Available for video call session * Can provide brief written notes after our session Budget: £30-80/hour for 2-3 hours To apply, please include: 1. Your specific Zoho Books experience (how long, how many clients) 2. Your hourly rate and estimated time needed 3. One example of how you've organized accounts for a multi-stream business

• Clean up chart of accounts for UK sole trader
• Fix bank feed categorization issues
• Set up automation rules for common transactions
• Show monthly workflow for categorizing and reconciling
• Provide brief guidance on Self Assessment records