Zoho Books & CRM Accounting VA
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted1 hour ago
Our small Danish company runs entirely on Zoho. I need steady support keeping both Zoho Books and Zoho CRM clean, up-to-date, and fully reconciled.
In Zoho Books the day-to-day work is classic bookkeeping: issuing and sending invoices, recording supplier bills, matching bank feeds, and closing each month with a full reconciliation. Expenses arrive in both English and Danish; a light grasp of Danish will help you spot VAT codes and line-item details quickly.
On the CRM side I want every prospect and customer record to stay accurate. Leads move through our pipeline, contacts sync to Books, and simple sales automations trigger follow-ups. That means regular checks for duplicates, completing missing data, and refining workflow rules so finance and sales talk to each other seamlessly.
Beyond strict accounting, you’ll occasionally act as a virtual assistant—filing digital receipts, downloading bank statements, or pulling quick reports for management.
Deliverables
• All transactions entered and bank accounts reconciled by the 5th business day each month
• Customer and supplier balances match exported statements and VAT totals
• CRM lead, contact, and deal fields kept 100 % complete with no duplicated records
• Automation rules tested and documented whenever changes are made
I work in English, respond quickly on email, and can clarify any Danish phrases you encounter. If you know Zoho inside out and enjoy making numbers line up perfectly, let’s get started.
In Zoho Books the day-to-day work is classic bookkeeping: issuing and sending invoices, recording supplier bills, matching bank feeds, and closing each month with a full reconciliation. Expenses arrive in both English and Danish; a light grasp of Danish will help you spot VAT codes and line-item details quickly.
On the CRM side I want every prospect and customer record to stay accurate. Leads move through our pipeline, contacts sync to Books, and simple sales automations trigger follow-ups. That means regular checks for duplicates, completing missing data, and refining workflow rules so finance and sales talk to each other seamlessly.
Beyond strict accounting, you’ll occasionally act as a virtual assistant—filing digital receipts, downloading bank statements, or pulling quick reports for management.
Deliverables
• All transactions entered and bank accounts reconciled by the 5th business day each month
• Customer and supplier balances match exported statements and VAT totals
• CRM lead, contact, and deal fields kept 100 % complete with no duplicated records
• Automation rules tested and documented whenever changes are made
I work in English, respond quickly on email, and can clarify any Danish phrases you encounter. If you know Zoho inside out and enjoy making numbers line up perfectly, let’s get started.
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