Switching From FreeAgent To A Team That Runs It

We take on the API work where the built-in settings stop. The built-in settings cover common accounting well. The awkward cases need more: approval logic your finance team requires, invoices generated from another system, or data pushed somewhere Books does not natively reach.

Tell us and we will look at what is actually needed. Some businesses carry extra organizations that could be consolidated, and some genuinely need them for separate legal entities. If the additional scope is real, we will quote a higher tier rather than let service quality slip quietly. We would rather have that conversation up front than stretch a plan until it stops working.

Yes. Zoho Books is included in Zoho One, and many of our clients reach it that way. The management work is the same either way. If you run several Zoho applications, our Zoho One bundle covers the whole ecosystem rather than one app at a time, which usually works out better once you are managing more than a couple of apps.

Most setups are running within two to four weeks. The first stage covers access, a review of how you invoice and get paid, and connecting your bank feeds. The second covers chart of accounts structure, templates, recurring billing, tax configuration, and reporting. A migration from another accounting system takes longer, and we will give you a realistic timeline before you commit rather than partway through.

The subscription is monthly with no long-term commitment. You can cancel with notice, and because everything lives in your own Zoho account, you keep every account structure, template, rule, and integration we built. We would rather earn the renewal each month than rely on a contract to hold an unhappy client in place until a term runs out.

Yes, and this is a common starting point. We audit the existing setup, trace where the numbers stop making sense, and find the broken feeds, duplicate accounts, half-finished integrations, and categorization rules that stopped matching. Sometimes the fix is repair work and sometimes rebuilding a section cleanly is faster. We will tell you which, with reasoning, before doing either.

Start with a consultation. We review how you invoice, how money comes in, what your accountant needs at year end, and where your financial data currently lives, then confirm whether the standard plan covers it. From there we collect access, connect your feeds, and get the structure right. If your requirements are bigger than the subscription, we will say so and quote the project.

Managed Zoho Books is an ongoing subscription where we run your Zoho Books environment for you. That covers your chart of accounts, invoice and recurring billing setup, bank feeds and reconciliation rules, financial reporting, integrations with Zoho CRM and outside tools, and user permissions. Instead of finding someone every time a feed breaks or a report needs building, you have a team already inside your setup handling it month to month.

The plan covers management of up to 2 Zoho Books organizations and 15 users. Within that, we handle configuration changes, invoice and template updates, bank feed repairs, reconciliation rules, report and dashboard builds, integration upkeep, permission administration, and advice on how to structure your finance stack. Larger pieces of work such as a migration from QuickBooks or a custom API build are scoped and quoted as separate projects.

We manage the system, not your books. We build and maintain the setup so that categorization, reconciliation, invoicing, and reporting work correctly, but we do not act as your accountant or bookkeeper and we do not file your taxes. Most clients keep their existing bookkeeper or CPA and find that work gets faster once the underlying setup stops fighting them. We are happy to coordinate directly with whoever handles it.

Yes. You keep your own Zoho Books subscription and own the account, the data, and everything built inside it. We work in your environment as an administrator. That matters if you ever change providers, because nothing sits behind our accounts and there is no export to negotiate. We will also advise on which plan tier fits your user count and the features you actually need.