Kellas Productions

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From 2024 Backlog to 'Tax-Ready' in Zoho Books

Kellas Productions, led by George Kellas, is a creative production business.

Zoho Books2024 Catch-UpCOA Cleanup

The Client Profile

Kellas Productions, led by George Kellas, is a creative production business. In the media industry, expenses come from everywhere - gear rentals, travel, contractors, and digital subscriptions.

The Operational Challenge

The 2024 fiscal year had been neglected, creating a significant backlog before tax season. The Chart of Accounts had become cluttered with duplicate categories, and the client wanted a 'No-Touch' workflow.

The Tallywise Intervention

We executed a 'System Reset' in Zoho Books. We systematically processed the 2024 backlog, refined the Chart of Accounts to eliminate duplication, and created a simple 'Monthly Hygiene' checklist.

Execution & Strategy

01

2024 Catch-Up

We took complete ownership of this critical process, ensuring seamless technical integration and absolute accuracy in daily operations.

Executed tailored workflows to embed 2024 catch-up perfectly into the client's financial ecosystem.
02

COA Cleanup

We took complete ownership of this critical process, ensuring seamless technical integration and absolute accuracy in daily operations.

Executed tailored workflows to embed coa cleanup perfectly into the client's financial ecosystem.
03

Quarterly Reporting

We took complete ownership of this critical process, ensuring seamless technical integration and absolute accuracy in daily operations.

Executed tailored workflows to embed quarterly reporting perfectly into the client's financial ecosystem.
04

Workflow Setup

We took complete ownership of this critical process, ensuring seamless technical integration and absolute accuracy in daily operations.

Executed tailored workflows to embed workflow setup perfectly into the client's financial ecosystem.

The Results

Kellas Productions now runs on autopilot. The leadership team spends virtually zero time on manual financial administration, yet maintains 100% crystalline visibility into the numbers.

100%
Tax-Ready Status
Clean
Chart of Accounts

"Abid and his team Tallywise were a pleasure to work with. They completed my bookkeeping catch up accurately, quickly, and at a fair price. I will be working with him again in the future."

G
George Kellas
Kellas Productions

Project Snapshot

Client
Kellas Productions
Owner / Contact
George Kellas
Industry
Creative Production
Tech Stack
Zoho Books
Deliverables
  • 2024 Catch-Up
  • COA Cleanup
  • Quarterly Reporting
  • Workflow Setup