From 2024 Backlog to 'Tax-Ready' in Zoho Books
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 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 Solution
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.
Key Outcomes & Results
“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.”
Project Snapshot
- 2024 Catch-Up
- COA Cleanup
- Quarterly Reporting
- Workflow Setup