Zoho Books, properly migrated.
Properly set up. Properly integrated.
A rare combination: chartered accountants who are also Authorised Zoho Partners. So the chart of accounts is right for SA statutory reporting, the VAT codes work the first time, and the bank feeds reconcile cleanly, from day one.
Practising since 2009. The client and retention figures are our own estimates across that time.
Credentials
- CA(SA) ledChartered Accountant (South Africa)
- SAICA memberSouth African Institute of Chartered Accountants
- Reg. 2009/018813/07Managing Advancing Wealth (Pty) Ltd
An Authorised Partner. By a chartered accounting firm.
MAW is one of a small number of South African chartered accounting firms with Authorised Zoho Partner status. Which means we don’t hand you off to a developer and disappear. We configure the platform around how your accounts will need to look at year-end.
Why your accountant should configure Zoho.
Setting up the software is the easy part. Setting it up so the books pass audit, the VAT works, and management accounts are useful: that’s the bit non-accountants get wrong.
Accountants who know Zoho.
Authorised Zoho Partner status combined with CA(SA) credentials. Two qualifications, one team. The implementation is the same hands that will be reviewing the management accounts.
Chart of accounts for SA statutory reporting.
Configured from day one for South African Annual Financial Statements, CIPC filings, and SARS submissions. No retrofit at year-end. No mystery account balances. No painful re-mapping.
VAT codes done right the first time.
Standard-rated, zero-rated, exempt, deemed, out-of-scope: mapped correctly to Zoho’s tax engine on setup. So your VAT201 reconciles to the books on submission day, not three days after.
Four service areas. One engagement model.
Engage one or several. Most clients start with Migration or Setup and add Integration once the foundation is solid.
Migration
From Xero, QuickBooks, Sage, or any other cloud accounting platform, or from spreadsheets. Historical data preserved where it should be, archived where it shouldn’t. Bank feeds reconnected. Open balances reconciled. Customers, suppliers, items and the chart of accounts brought across cleanly.
Setup
A fresh Zoho Books organisation configured the way a chartered accountant would build it. Chart of accounts aligned to SA statutory reporting. VAT codes mapped to your sales and purchase mix. User roles, approval flows, document templates, recurring transactions, all configured before go-live.
Integration
Zoho Books connected to the rest of your stack: Zoho CRM for sales pipeline, Zoho Projects for time tracking, Zoho Analytics for KPI dashboards, third-party POS, e-commerce, payroll, or banking platforms. Two-way data flow where it matters.
Workflow Automation
Zoho’s native automation features configured for your operational needs: recurring invoices, payment reminders, approval routing, scheduled reports, conditional notifications. Standard configuration within the Zoho platform.
Three reasons people come to us.
If you recognise yourself in any of these, the discovery call is worth half an hour.
You’re on Xero, QuickBooks, Sage, or a spreadsheet, and you want to move to Zoho Books, usually because you also want the rest of the Zoho ecosystem (CRM, Projects, Analytics). We’ll migrate the data, set up the new organisation, and have you live within an agreed window.
The previous implementer set up Zoho Books before you really understood your accounts, and now the chart of accounts is wrong, VAT doesn’t reconcile, and management reports are useless. We’ll diagnose, restructure, and rebuild the foundation without losing history.
Zoho Books works in isolation, but your sales pipeline, time tracking, e-commerce platform, or POS are disconnected silos. We’ll integrate them: via Zoho’s native connectors where they exist, and via custom builds where they don’t.
Scoping to handover, in five steps.
Every engagement is project-based with a defined scope, milestones, and a written deliverable list.
Six Zoho applications. One integrated stack.
We work across the Zoho applications most relevant to chartered-accounting-led businesses. Each can be engaged individually or as part of a connected stack.
Books
Accounting
CRM
Sales pipeline
Projects
Time & tasks
Analytics
KPI dashboards
Marketing
Email & campaigns
Forms
Data capture
From wherever you are, to Zoho Books.
We migrate accounting data from the major cloud accounting platforms, and from spreadsheets, desktop systems and bespoke databases. Open balances reconciled, historical data archived appropriately, bank feeds reconnected, audit trail preserved.
Your Zoho is already set up by chartered accountants.
If you’re an ATBC client, the Zoho Books behind your monthly engagement was configured to MAW’s standard from the start: chart of accounts aligned to SA statutory reporting, VAT codes correct, management accounts working. There’s nothing for you to do here.
If you want to extend that Zoho footprint into CRM, Projects, Analytics or workflow automation, the same team handles it. The accounts don’t get re-mapped to suit a new implementer. The existing configuration stays intact.
Extending the Zoho stack from your existing ATBC engagement.
If you want to add Zoho CRM, Projects, Analytics, Marketing or Forms, or you need integration with non-Zoho tools, talk to your existing MAW contact. The setup stays consistent with how your books are kept.
ATBC Service PageThe questions we hear most often.
Which platforms do you migrate from?
How long does a migration typically take?
What training is included?
Do you support us after handover?
How is this priced?
What’s the difference between Zoho Consulting and Business Automation?
Do you sell financial products (insurance, RAs, investments)?
Configure Zoho the way your accountant would.
Start with a discovery call (free, no commitment). We scope, you decide.
What happens on the call: 30 minutes, online. We get to know your business and check that we are the right fit for each other, answer the questions you bring, share best practice for working in Zoho Books, and quote for any work that falls within our services.
CA(SA) led practice +27 10 592 7717 info@mawinc.co.za 101 Rose Avenue, Lenasia, Johannesburg