Reconciliations and uncategorized work
Bank reconciliations are weeks behind, and uncategorized transactions keep piling up. That backlog shows up in every report you try to use.
Accurate books, on-time reconciliations, and reports you can trust. Our team works inside your Zoho Books account, and you keep full control of approvals.
Outsource Zoho Books bookkeeping to a team that works your US hours. We handle reconciliations, AP/AR, and clean reports so you can run the business.
US GAAP-aligned books, sales tax and 1099 ready. NDA and secure, role-based access.
Zoho Books is a strong platform. But software does not categorize transactions, chase missing receipts, or close your month. If this sounds familiar, you are in the right place. We fix that. You get organized books, a predictable monthly close, and one less thing to worry about.
Bank reconciliations are weeks behind, and uncategorized transactions keep piling up. That backlog shows up in every report you try to use.
You cannot trust your P&L when it is time to decide. Your CPA keeps asking for cleaner records. Invoices and vendor bills slip through, and you or your team spend nights on bookkeeping instead of the business.
These are operational bookkeeping problems, not software defects. Scope, access, and review steps are agreed before work starts.
Bookkeeping, payables, receivables, reconciliations, month-end reports, and cleanup — scoped around your Zoho Books account.
Zoho Books is a product of Zoho Corporation. Intellgus is not claiming a Zoho partnership or product certification on this page. We do not provide tax advice, tax return filing, or audit services. Payment approvals, credit policies, and financial decisions stay with your team. Please provide only general information through inquiry forms. Do not submit bank logins, payroll files, Social Security numbers, or other sensitive data through a web form.
We record and categorize every transaction, keep your chart of accounts consistent, and clear uncategorized items. Your ledger stays clean, so your reports stay reliable.
We enter vendor bills, organize supporting documents, track what is due, and prepare payment schedules for your approval. We also track 1099 vendor data throughout the year, so January is not a scramble. Filing remains with you or your CPA.
We prepare and track customer invoices, record payments, and send you a clear aging summary. You see who owes you, how much, and for how long. Collection decisions stay with you.
We reconcile every account monthly, investigate unmatched items, and document what we find. No more mystery differences between Zoho and your bank.
We close your books on a set schedule and deliver a Profit & Loss, Balance Sheet, and Cash Flow report. Budget-to-actual and management summaries are available on request. Reports are ready for your CPA and your leadership team.
Behind on your books? We catch you up and correct historical errors in your Zoho Books file. Moving from QuickBooks, Xero, or spreadsheets is discussed separately after we review your records. We do not treat a full data import as automatic.
Also available: project and time-based billing support, and inventory-related bookkeeping for product businesses, where your Zoho Books setup supports it.
No need to switch software. We work in your existing setup under clear access permissions.
The team is scheduled to work your US hours so questions can be handled during the business day. Response timing depends on the agreed communication channel.
Before work starts, we agree on tasks, deliverables, deadlines, and who approves what. Every month you know what was done and what is still open.
Payment approvals, credit policies, and financial decisions stay with your team. We prepare. You decide.
We deliver clean books and supporting schedules. We do not provide tax advice or audit services, and we are happy to work directly with your CPA.
NDA on request, role-based access, and no sensitive data sent through web forms.
Zoho Books bookkeeping support is a fit when you need organized records without adding headcount. Scope depends on transaction volume and how you use Zoho Books.
Bad data in means bad reports out. Whether you are catching up inside Zoho Books or planning a move from another system, we handle cleanup carefully. A full import of customers, vendors, and historical transactions is scoped only after we review your files.
Review your current books and identify the problems.
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Map accounts and clean up categories.
Verify opening balances so the file starts from accurate numbers.
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Reconcile history so you start from a clean base.
A defined workflow, confirmed before work begins, covering review, scope, access, and monthly delivery.
Deliverables are confirmed in the written scope. Your business retains control over financial policies, payment approvals, and management decisions.
Every engagement is fixed-price and quoted within 24 hours. No hidden fees. Pricing depends on transaction volume and the agreed scope. If you need support with Zoho Books bookkeeping, AP/AR, reconciliations, or monthly reports, book a free 30-minute review. Please provide only general information through inquiry forms. Do not submit bank details, payroll records, Social Security numbers, or other sensitive financial information.
Fixed-price quote within 24 hours
Written scope before work starts
You keep payment approvals
We manage your day-to-day accounting inside Zoho Books: bookkeeping, payables, receivables, reconciliations, and monthly financial reports. Scope depends on your needs and is agreed in writing before we start.
Yes. Many businesses outsource all or part of it. You can delegate categorization, bill entry, invoicing, and reconciliations while keeping approval authority.
Yes. We reconcile bank and credit card accounts monthly, resolve unmatched transactions, and document any open items. This works with bank feeds or uploaded statements.
No. We keep your books clean and organized so your CPA or tax preparer can work faster. We can coordinate directly with them. We do not provide tax advice, tax return filing, or audit services.
We track 1099 vendor data and sales tax transactions in Zoho Books throughout the year. Filing remains with you or your CPA.
We can catch up and clean an existing Zoho Books file. Moving from QuickBooks or another system is scoped separately after we review your records. A full import of customers, vendors, and historical transactions is not assumed until that scope is confirmed.
We use role-based access, work under an NDA on request, and never need bank logins or sensitive data through a web form. Access can be removed at any time.
Book a free 30-minute review. Tell us about your setup and challenges, and we will send a scope and quote within 24 hours.
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We streamline your operations and unlock smarter growth
opportunities without the chaos.
Book a free meeting with our experts and get a tailored plan for your team.
