Cause:
A client was outsourcing their entire accounting to an external firm, which resulted in high costs and a lack of real-time control over their finances. This model was not only expensive but also inflexible, as the client did not have direct access to their accounting data and had to wait for periodic reports to get a view of the financial health of their business. This limited the company’s ability to respond quickly to financial opportunities and challenges.

Action:
We recommended the implementation of Zoho Books, a cloud-based accounting software, in collaboration with our partner Comptabilité Livia, a specialist in Zoho Books. Together, we carried out a complete restructuring of the existing accounting system to ensure a smooth and optimized migration to Zoho Books. This process included customizing the chart of accounts, integrating financial data, and configuring features for invoicing, expense management, and payment tracking.

Additionally, Comptabilité Livia provided ongoing support throughout the transition, offering expertise on more complex accounting aspects. Through this integrated approach, the client was able to internalize a significant portion of their accounting processes while retaining access to external accounting expertise for specific needs.

Benefit:
With Zoho Books, the client now has full control over their accounting directly from their office. The centralization and automation of accounting processes have reduced outsourcing costs and improved the efficiency of internal operations. Real-time access to financial data has enabled the client to make informed decisions more quickly, optimize cash flow management, and enhance financial planning.

The continued support from Comptabilité Livia also ensured that all tax and accounting obligations were met, while providing specialized assistance when needed. Ultimately, the company gained autonomy, responsiveness, and efficiency while maintaining flexibility for more complex accounting needs.

Ready to take control of your accounting while benefiting from expert support? Schedule a free consultation with our specialists and discover how Zoho Books can transform your financial management!