Industries · Accounting firms
Zoho for Accounting and CFO Services
Win clients faster and never miss a VAT, corporate tax or month-end deadline.
- Zoho Authorized Partner
- Local team in Dubai, UAE
- Free, no-commitment consultation
Built for accounting and advisory practices
- Enquiries for bookkeeping, VAT, corporate tax and CFO services
- Fee proposals and engagement letters signed online
- Monthly and quarterly deliverables tracked
- VAT and corporate tax deadline reminders
- Retainer billing and renewals
Implemented by GNet, a Zoho Authorized Partner in Dubai.
Challenges
Where accounting firms teams lose time and revenue
The problems we see most often before Zoho CRM is in place.
- Enquiries not tracked in one place
- Proposals and engagement letters written by hand
- VAT and tax deadlines kept in spreadsheets
- No view of recurring revenue or workload
The workflow
How accounting firms companies run on Zoho CRM
The complete journey with the automations GNet configures at every stage. Click the image to enlarge it.
Sales pipeline
Eight stages, each with its own automation
Every stage has a clear owner, a next step and an automation that keeps the deal moving.
1. Enquiry captured
Website, WhatsApp, calls, referrals and LinkedIn
Instant reply, partner assigned
2. Scoping
Company size, monthly transactions and systems used
Scoping questionnaire sent
3. Discovery meeting
Meeting online or in office
Reminders 24h and 1h before
4. Proposal and engagement letter
Fee proposal from a branded template
Proposal tracked · e-signature
5. Follow-up
Next step and date on every proposal
Day 2 WhatsApp · Day 4 call · Day 7 email
6. Decision
Won: engagement signed, first invoice raised. Lost: reason recorded.
Re-contacted before tax deadlines
7. Client onboarding
Trade licence, VAT and tax certificates and bank access collected
Document reminders every 2 days
8. Recurring work and renewals
Month-end close, VAT returns and corporate tax filings tracked
Filing deadline and renewal reminders
Tracker
Engagement tracker in one view
A guided Blueprint in Zoho CRM takes the team through each step after the sale, so nobody needs to ask where a file stands.
- Documents
- Setup
- Backlog
- Monthly close
- VAT
- Corporate tax
- CFO review
Dashboard
What management sees every day
An example of the live Zoho CRM dashboard GNet builds for accounting firms teams. Figures shown are sample data.
Enquiries
Proposals
Revenue
Deadlines
Workload
Renewals
Zoho apps in this solution
- WAWhatsApp Business
Why GNet
A Zoho partner for accounting firms
We design Zoho CRM around how your team works, with local support in Dubai.
- Pipelines for bookkeeping, tax and CFO services
- Proposal and engagement letter templates with Zoho Sign
- Recurring task and deadline tracking
- Retainer billing in Zoho Books
Zoho One
One platform for your whole accounting firms business
One connected system for sales, finance, HR and operations, with one login.
- Zoho CRM for leads, clients and deals
- Zoho Books for invoicing, payments and UAE VAT
- Zoho People and Zoho Payroll for HR and WPS
FAQ
Zoho for accounting firms: frequently asked questions
Can Zoho CRM manage proposals and engagement letters for accounting firms?
Yes. Fee proposals are generated from branded templates in Zoho CRM and engagement letters are signed online with Zoho Sign, with the signed copy stored on the client record.
Can we track VAT and corporate tax deadlines?
Yes. Filing deadlines are stored for each client, with reminders to the accountant and the client before each VAT and corporate tax due date.
Does it work with Zoho Books?
Yes. Zoho CRM connects to Zoho Books, so signed engagements become retainer invoices and payment status is visible to the client manager.
Can we see workload per accountant?
Yes. Dashboards show clients, open tasks and upcoming filings by accountant, so managers can balance the workload.
Free consultation
See this workflow running on your own process
Book a free session with a GNet Zoho consultant. We will map your process and show you how it works in Zoho CRM.
