Zoho Books + Zoho Payroll Setup for 2 New U.S. C Corps

Posted 3 weeks ago

Worldwide

Summary

Job Description: We are looking for an experienced Zoho Books and Zoho Payroll setup specialist to help set up accounting and payroll for two newly formed U.S. C corporations. This is a fixed-price project: $500 total. We want someone who can do a clean initial setup with some handholding, not just simple data entry. Scope of work Set up Zoho Books for 2 separate U.S. C corporations Configure a simple startup-friendly chart of accounts Set up owner capital / founder funding entries correctly Set up Zoho Payroll for 1 company initially Configure payroll basics for 1 employee Import or demonstrate sample Chase and Fidelity statements Set up basic reconciliation workflow Provide a short walkthrough and answer setup questions Important notes We currently plan to use Zoho Books Free, unless you strongly recommend Standard for a specific reason Banking will involve Chase and Fidelity These are 2 separate legal entities, so books must be kept separate We want a setup that is simple, clean, and appropriate for a startup Required experience Strong experience with Zoho Books Experience with Zoho Payroll Experience setting up books for U.S. corporations Experience with bank statement imports and reconciliation Ability to explain setup decisions clearly Preferred Startup bookkeeping experience Experience with owner contributions / initial capitalization Experience with Chase and Fidelity imports Experience working with U.S.-based founders Deliverables By the end of the project, we expect: Zoho Books set up for both corporations Zoho Payroll set up for one corporation Chart of accounts configured Sample Chase and Fidelity imports demonstrated or completed Basic reconciliation workflow shown Short walkthrough / Q&A session Budget Fixed price: $500 Please apply only if you can complete the full scope within this budget. In your proposal, please answer: How many Zoho Books setups have you completed? How many Zoho Payroll setups have you completed? Have you set up books for U.S. C corporations before? Have you worked with Chase and Fidelity imports? Can you complete the full scope above for $500 fixed price? What exact steps would you take for this setup?

  • $500.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Microsoft Excel
Zoho Books
Activity on this job
  • Proposals:15 to 20
  • Last viewed by client:2 weeks ago
  • Interviewing:
    16
  • Invites sent:
    15
  • Unanswered invites:
    3
About the client
Member since Feb 4, 2014
  • United States
    Barrington8:38 AM
  • $91K total spent
    518 hires, 12 active
  • 918 hours

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