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Live webinars

Join our experts for live, interactive webinar sessions to help you understand how Zoho Books can benefit your business.

On-demand webinars

Webinars designed to help businesses understand the fundamentals of Zoho Books.

Expert talks

Get tips and tricks on managing your accounts efficienlty from the experts in the field.

Live webinars On-demand webinars Expert talks
3rd December
11:00 AM PST

Introduction to Zoho Books and Migrating Accounting Systems

By Joshua Bleznick, Consultant, Presti & Naegele Accounting

By Val Steed, Director Accountants, Zoho

By Nathan R, Marketing Manager, Zoho

By Talha Baqar, Program Manager, Zoho

In this session, participants will see a live demo of the tools and resources Zoho Books has to offer. After the demo, participants will learn about the process for migrating accounting systems.

3rd December : 11:00 AM PST
Joshua Bleznick

By Joshua Bleznick

Consultant, Presti & Naegele Accounting

Val Steed

By Val Steed

Director Accountants, Zoho

Nathan R

By Nathan R

Marketing Manager, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

56 Mins

Why do accounting firms need a CRM system

By Ty Hendrickson, CPA, Founder of Sales Seed.

By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho

By Nathan R, Marketing Manager, Zoho

By Talha Baqar, Program Manager, Zoho

Ty Hendrickson, CPA will talk on how Implementing the right CRM in an accounting firm can be the secret to success.

Ty Hendrickson

By Ty Hendrickson

CPA, Founder of Sales Seed.

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Nathan R

By Nathan R

Marketing Manager, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

56 Mins

Financial Analytics: Empowering businesses at every stage of growth

By Ashwinth S, Marketing Analyst

This webinar talks about multi-org consolidation, forecasting cash flows and key finance KPIs, profit analysis, blending finance with non-finance data for cross functional insights, and a lot more.

Ashwinth S

By Ashwinth S

Marketing Analyst

60 Mins

Accounting and Finance Basics for Entrepreneurs

By Salvatore Russo, Partner, Presti and Naegle Accounting Consultants

By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho

By Talha Baqar, Program Manager, Zoho

By Nathan R, Marketing Manager, Zoho

In this video we walk you through the basics of forming your business, choosing the right entity structure, reviewing and understanding financial reports, and how to use accounting software to help you to manage your business.

Salvatore Russo

By Salvatore Russo

Partner, Presti and Naegle Accounting Consultants

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Nathan R

By Nathan R

Marketing Manager, Zoho

60 Mins

Setting Up and Migrating Accounting Systems, by Joshua Bleznick

By Joshua Bleznick, Consultant, Presti & Naegele Accounting Consultants

By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho

By Nathan R, Marketing Manager, Zoho

By Talha Baqar, Program Manager, Zoho

Watch this video to learn learn what a business needs to consider while setting up and migrating accounting systems. This session is useful for new and existing business owners who are considering a new accounting system and also for bookkeepers or accountants who are interested in discussing a new accounting system with their clients.

Joshua Bleznick

By Joshua Bleznick

Consultant, Presti & Naegele Accounting Consultants

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Nathan R

By Nathan R

Marketing Manager, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

60 Mins

Demystifying Sales & Use Tax, Presented by Avalara

By Scott Peterson, VP of US Tax Policy and Govt. Relations at Avalara.

By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho

By Nathan R, Marketing Manager, Zoho

By Talha Baqar, Program Manager, Zoho

In this webinar, Scott Peterson, VP of US Tax Policy and Govt. Relations at Avalara, offers a masterclass on Sales and Use Tax in the United States. Watch this video to learn about the South Dakota v. Wayfair, Inc. ruling, economic nexus, exemption certificates and more.

Scott Peterson

By Scott Peterson

VP of US Tax Policy and Govt. Relations at Avalara.

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Nathan R

By Nathan R

Marketing Manager, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

60 Mins

Why do accounting firms need a CRM system- By Ty Hendrickson CPA

By Ty Hendrickson, CPA, Founder of Sales Seed.

By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho

By Nathan R, Marketing Manager, Zoho

By Talha Baqar, Program Manager, Zoho

Ty Hendrickson, CPA will talk on how Implementing the right CRM in an accounting firm can be the secret to success.

Ty Hendrickson

By Ty Hendrickson

CPA, Founder of Sales Seed.

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Nathan R

By Nathan R

Marketing Manager, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

90 Mins

Integrating Sales and Finance in the Cloud - Zoho CRM and Finance

By Susan Clark, Zoho Advanced Solution Partner

By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho

By Talha Baqar, Program Manager, Zoho

By Nathan Rodgerson, Marketing Manager, Zoho

This session will do a deep dive into Zoho CRM and the Zoho Finance suite to learn how to setup the integration and how to maximize its usefulness.

Susan Clark

By Susan Clark

Zoho Advanced Solution Partner

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Nathan Rodgerson

By Nathan Rodgerson

Marketing Manager, Zoho

60 Mins

Solutions for working from home for accountants

By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho

By Talha Baqar, Program Manager, Zoho

By Nathan Rodgerson, Marketing Manager, Zoho

With working from home becoming a norm, we have Val Steed, Talha Baqar and Nathan Rodgerson discussing tips and solutions to make working from home effective.

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Nathan Rodgerson

By Nathan Rodgerson

Marketing Manager, Zoho

56 Mins

Canada's economic response plan for businesses with Ward Blatch

By Ward Blatch, CPA, CA

We’re pleased to bring you an online learning session with Ward Blatch, CPA, CA, Director, K2E Canada Inc. In this session, Ward talks about Canada's COVID-19 Economic Response Plan that was laid out by the federal government and how it pertains to businesses.

Ward Blatch

By Ward Blatch

CPA, CA

58 Mins

Plan d'intervention économique du Canada pour les entreprises avec Marie-Andrée Giroux

By Marie-Andrée Giroux, FCPA, FCMA, Partenaire Zoho

Le gouvernement du Canada a proposé diverses mesures de redressement pour atténuer les répercussions économiques du COVID-19 sur les entreprises canadiennes, y compris le soutien aux travailleurs autonomes.

Marie-Andrée Giroux

By Marie-Andrée Giroux

FCPA, FCMA, Partenaire Zoho