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My digital marketing agency keeps all its finances inside Zoho Books, and the system only works when every invoice, expense and reconciliation is handled on time and with zero errors. Each month I need: • Client invoices created • Every expense entered, correctly categorized and matched to the right chart-of-accounts line • Credit-card with reconciled with Facebook, Google, TikTok and Snapchat ad invoices so nothing sits unreconciled at month-end • Facebook, Google, TikTok and Snapchat ad invoices downloaded, posted and tied back to the correct client or cost center • A concise income & expense report. The workflow is part-time but repeats every month, and I’m planning on a long-term collaboration as the agency grows. Proven Zoho Books experience is essential, and familiarity with ad platform billing will let you hit the ground running. When you reply, tell me about your hands-on Zoho Books work—especially around invoicing, expense coding and credit-card reconciliation—and include the monthly rate you would charge for this ongoing support.
Project ID: 40370783
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Active 8 days ago
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Hi There, I will manage your Zoho Books by creating invoices, recording expenses, reconciling accounts, and linking ad costs to the correct clients. I have hands-on experience in Zoho Books including invoicing, expense coding, and credit card reconciliation for digital marketing businesses. My approach is to keep everything updated monthly, match ad platform bills (Facebook, Google, TikTok, Snapchat), and ensure clean reports. My monthly rate for this ongoing support is reasonable and can be discussed based on volume of work. Thanks & Regards Hafiz Muhammad Iqbal
$30 USD in 7 days
3.5
3.5
20 freelancers are bidding on average $141 USD for this job

I'm Muhammad Asad, offering more than just accounting expertise. With my meticulous bookkeeping skills and in-depth understanding of financial systems like Zoho Books, I am equipped to manage your digital marketing agency's finances with seamless precision. The essence of my commitment lies in accurate and timely execution of financial tasks - precisely what your project needs. My proficiency with ad platform billing will ensure a smooth reconciliation between credit card expenses and invoices from Facebook, Google, TikTok, and Snapchat. My hands-on experience with Zoho Books invoicing, expense coding, and chart-of-accounts line matching enables me to reconcile accounts neatly and tie every invoice back to the right client or cost center. These capabilities guarantee efficient month-end executions so that your agency can focus on growth strategies. Long-term collaboration requires results that meet expectations. With my proven track record across various financial domains and compliance expertise in tax preparation and planning, I'm confident that I can deliver consistent excellence for your agency. Partnering with me means choosing reliability, confidentiality, and personalized service tailored specifically to your company's unique needs. I look forward to contributing to the growth of your business by safeguarding its financial health month after month.
$250 USD in 7 days
8.9
8.9

Hello, I am Mohmed, an experienced Accountant with over 8 years of expertise in Accounting, Bookkeeping, and Xero. I have carefully reviewed your project requirements for a Zoho Books Accountant for your Digital Marketing Agency. To ensure the smooth financial operations of your agency, I will diligently create client invoices, accurately categorize expenses, reconcile credit card transactions with ad invoices from Facebook, Google, TikTok, and Snapchat, and provide you with concise income & expense reports every month. My proficiency in Zoho Books and experience with ad platform billing will enable me to seamlessly handle these tasks. I am keen to discuss this project further with you. Please initiate a chat so we can delve into the details. Best regards, Mohmed
$210 USD in 7 days
5.8
5.8

Hello, With over 7 years of experience in Accounting, Financial Analysis, Xero, and Bookkeeping, I am well-equipped to handle your Zoho Books requirements for your digital marketing agency. I have carefully reviewed your project description and understand the importance of accurate and timely financial management within Zoho Books. To ensure the smooth operation of your finances, I will diligently create client invoices, accurately categorize expenses, reconcile credit card transactions with ad invoices from Facebook, Google, TikTok, and Snapchat, and provide you with concise income and expense reports each month. My expertise in Zoho Books and experience with ad platform billing will enable me to seamlessly handle these tasks. I am confident in my ability to provide the necessary support for your agency's financial needs. Let's connect in chat to discuss further details and how I can assist you in achieving your financial goals. You can visit my Profile: https://www.freelancer.com/u/HiraMahmood4072 Thank you.
$100 USD in 2 days
5.0
5.0

Hi, With over 7 years of experience in managing financial systems, particularly with Zoho Books, I am well-equipped to meet the precise needs of your digital marketing agency. I will ensure that all client invoices are created on time, every expense is accurately categorized, and credit card reconciliations with platforms like Facebook, Google, TikTok, and Snapchat are flawlessly executed. My attention to detail guarantees zero discrepancies, while my deep understanding of accounting processes ensures that income and expense reports will be concise and informative for your ongoing evaluations. I prioritize clear communication throughout our collaboration, maintaining transparency regarding workflow progress and any emerging issues. I am committed to following established processes to ensure deadlines are met consistently, and I am eager to build a long-term partnership as your agency continues to grow. For this part-time ongoing support, my proposed monthly rate is [insert your rate here]. I look forward to discussing how I can contribute to the success of your business.
$140 USD in 7 days
5.1
5.1

As a seasoned virtual assistant, my experience with financial management and analytical skills make me an ideal candidate for your Zoho Books Accountant position. My proven track record of handling invoicing, expense coding and credit card reconciliations will ensure timely and accurate bookkeeping for your growing digital marketing agency. I understand the criticality of maintaining error-free accounting records on Zoho Books, and assure you that no stone would be left unturned in matching every expense and reconciling each invoice. I'm not just offering a service; I'm aiming to form a long-term collaborative relationship as your agency grows. My commitment to your success combined with my willingness to learn will ensure that I adapt effectively to your project requirements. The monthly rate that works best for this extensive ongoing support is quite flexible upon discussion, as I believe in respecting the value exchange in every working partnership. Let me handle your Zoho Books effectively behind the scenes so that you can focus on achieving new milestones for your digital marketing agency.
$100 USD in 1 day
4.8
4.8

I have worked with digital marketing agencies earlier and also worked in the Gulf region, so I understand both ad billing workflows and compliance aspects. I have a few questions: 1. What is the average number of monthly transactions and invoices 2. Are ad accounts already linked or invoices are manually uploaded 3. Do you follow any specific chart of accounts for client wise tracking My approach - Create and send client invoices on time - Record all expenses with proper categorisation - Download and match ad invoices with credit card transactions - Reconcile accounts monthly with zero pending items - Share a simple income and expense report with clear insights About me I am a Chartered Accountant and CPA with over 8 years of experience working with clients across Gulf region, US, and UK. I am expert in Zoho for transaction recording, invoicing, reconciliation, and financial reporting. I have handled similar agency setups with accuracy and consistency. Though my profile is new here, I have served more than 300 clients. For this scope, my monthly rate would be in the range of $150–$300 depending on volume.
$175 USD in 7 days
4.1
4.1

April 14, 2026 Hello I hold an MBA and bring over 8 years of comprehensive accounting experience, including more than 2 years specializing in cloud-based accounting systems. I am a certified QuickBooks Advanced ProAdvisor and XERO Advisor, with additional experience in Zoho Books, Wave and MYOB. My expertise includes bank reconciliation, chart of accounts management, invoicing, payroll processing, VAT compliance and full-cycle bookkeeping. I am committed to delivering accurate, timely and efficient financial management services. Sincerely Md. Altas Uddin.
$100 USD in 7 days
4.2
4.2

Hello I am a Chartered Accountant having 10 years of experience in bookkeeping and financial management I have strong hands on experience with Zoho Books including invoicing expense categorisation and bank and credit card reconciliations I have handled similar workflows where ad platform expenses like Facebook Google and others are recorded matched and allocated to correct clients or cost centres ensuring nothing remains unreconciled at month end I focus on accuracy timely updates and clean reporting and can provide a clear income and expense summary each month my expected monthly rate would be 200 USD depending on volume we can discuss further on chat
$200 USD in 5 days
3.5
3.5

Hi, I can help you keep your Zoho Books file fully up to date every month with accurate invoicing, expense coding and clean reconciliations. I'm a qualified Chartered Accountant from India and have used Zoho Books extensively, including for my own accounting practice. I’m comfortable managing your workflow consistently. What I will take care of each month: • Creating all client invoices in Zoho Books • Entering and categorizing every expense correctly • Reconciling your credit card with Facebook, Google, TikTok and Snapchat ad invoices • Downloading and posting all ad platform invoices and tying them to the right client or cost center • Providing a concise monthly income & expense summary For this ongoing monthly support, my rate is USD 200/month. If this fits what you’re looking for, I can start with your next billing cycle. Best regards, CA. Sreedeep Chennamangalam
$200 USD in 7 days
2.7
2.7

With over a decade of professional accounting experience and a specialized focus on bookkeeping for digital marketing agencies using Zoho Books, my skill set aligns seamlessly with your project needs. My name is Finxis of FinxisAI, and I offer much more than just numbers on a page. As an AI-powered financial services platform, we enhance financial compliance, automate bookkeeping, and offer real-time financial clarity. We've worked with other leading accounting systems such as QuickBooks, Xero, and Sage so we are familiar with the demands of complex financial ecosystems. The key here is that our platform will ensure your finance workflow is streamlined and automated extensively. For example, expenses will be accurately categorized and matched to the right chart-of-accounts line while reconciling the credit-card with Facebook, Google, TikTok and Snapchat invoices will no longer be an issue which in itself saves you significant time at month-end. The automation power offered by our platform gives us an edge over anyone who is still manually handling finances offline. Furthermore, this isn't just another one-off gig for me, but rather a long-term collaboration that I'm confident would work well for both of us.
$140 USD in 7 days
2.9
2.9

With Adeeba, you can expect a refreshing blend of extensive Zoho Books experience and a steadfast dedication to accuracy and efficiency. With a formidable 4-year background as a CA finalist and expertise in Appfolio & Quickbooks, I am well-versed with the intricacies of financial management which lend themselves perfectly to your project. I have very hands-on experience with Zoho Books including invoicing, expense coding, and credit-card reconciliation—critical pieces of your puzzle for ensuring your ad invoices from Facebook, Google, TikTok, and Snapchat are tied back correctly to not only the specific client but the correct cost center as well. Additionally, my exposure to MYOB, Quick Book, Xero will help me smoothly maneuver between those platforms and Zoho Books for comprehensive and synchronized financial reporting. My goal is always to materialize smooth functioning back-end processes that empower businesses to focus on their core competencies. As your digital marketing agency grows exponentially, my comprehensive skill set—from GST Registration to Balance Sheet preparations—will be an invaluable asset to your long-term vision. I eagerly await the opportunity to prove myself worthy of your trust in me.
$100 USD in 7 days
0.0
0.0

Zoho Books expert: invoicing, expense tracking, ad reconciliation & monthly reporting. I currently manage accounting for a digital marketing agency using Zoho Books
$200 USD in 5 days
0.0
0.0

Hello ClientFirstName, I’ve read your Zoho Books workflow needs and I’m confident I can streamline month-end with zero error. With hands-on Zoho Books experience, I’ve built end-to-end monthly processes for digital marketing agencies: automated client invoicing, precise expense coding tied to the chart of accounts, and clean credit-card reconciliations that align with Facebook, Google, TikTok, and Snapchat ad spends. I’ll deliver a concise income vs. expense report each month and keep all ad invoices downloaded, posted, and linked to the correct client or cost center. I’ll also ensure every reconciliation is complete by month-end, so you never sit with unreconciled items. Here’s how I’ll handle your monthly cycle: - Create and send client invoices on schedule - Enter and categorize every expense accurately against the correct CoA lines - Reconcile all credit-card statements to ad platform invoices - Download, post, and tie ad invoices to the appropriate client or cost center - Produce a clear monthly income & expense report for review I’ve shared an initial estimate based on your description, and once we go over a few technical or functional details, I’ll confirm the exact cost and delivery schedule. I’ll propose a long-term collaboration cadence focusing on consistency, accuracy, and proactive issue detection. What Zoho Books edition are you using (Standard, Plus, Premium), and do you require multi-currency support for client invoices and expenses? Best regards, Asad
$75 USD in 3 days
0.0
0.0

Hi there, Monthly bookkeeping for a growing agency is exactly what I do. I'll create your client invoices, categorize every expense correctly, download and post your Facebook, Google, TikTok and Snapchat ad invoices and make sure everything reconciles cleanly before month end. You'll get a clear income and expense report with nothing left hanging. I've more than 10 years experience with Zoho Books covering invoicing, expense coding and credit card reconciliation so I can step straight into your workflow without a learning curve. Happy to discuss the rate once we know the full scope. Feel free to message me, happy to talk through the details. Best regards, ANJALI
$100 USD in 7 days
0.0
0.0

With 6+ years of experience in Digital Marketing Campaigns, we’ve worked extensively with Zoho Books + ad platform billing reconciliation, ensuring clean financial tracking for performance-driven agencies. We understand your need for accuracy, consistency, and zero reconciliation gaps—especially with multi-platform ad spends. Our approach: • Invoice management – Monthly client invoicing with proper GST/tax setup – Organized client-wise tracking for easy reporting • Expense entry & categorization – Accurate chart-of-accounts mapping – Platform-wise cost allocation (Meta, Google, TikTok, Snapchat) – Clean tagging by client/campaign for clarity • Ad billing reconciliation – Download + record all ad invoices – Match with credit card transactions (zero pending items) – Ensure every spend is mapped to correct client/cost center • Credit card reconciliation – Monthly reconciliation with detailed verification – Fix discrepancies proactively – Maintain audit-ready books • Reporting – Clear income & expense report – Client-level profitability insights – Monthly summary with key observations • System & consistency – Structured workflow to ensure no missed entries – Scalable process as your agency grows Monthly Rate: ₹12,000 – ₹18,000 (depending on transaction volume & ad accounts) Goal: Maintain clean, accurate, and fully reconciled books every month, so you can focus on scaling campaigns without financial confusion.
$40 USD in 9 days
0.0
0.0

Kuwait City, Kuwait
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