"Welcome "+username+

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

60 mins

Best practices for migrating accounting systems

By Joshua Bleznick, Consultant, Presti & Naegele Accounting Consultants

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

By Talha Baqar, Program Manager, Zoho

By Nathan Rodgerson, Marketing Manager, Zoho

Learn all about the process for migrating accounting systems, including export and import of sales and purchase data, Accounts Receivable, Accounts Payable, Chart of Accounts, customer and vendor lists, and more.

Joshua Bleznick

By Joshua Bleznick

Consultant, Presti & Naegele Accounting Consultants

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

66 mins

How to set up a new accounting system

By Joshua Bleznick, Consultant, Presti & Naegele Accounting Consultants

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

By Talha Baqar, Program Manager, Zoho

By Nathan Rodgerson, Marketing Manager, Zoho

In this session, Zoho Books Advisor Joshua Bleznick talks about everything a business needs to consider when setting up their books. This session is perfect for new and existing business owners who are considering a new accounting system, and 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

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Nathan Rodgerson

By Nathan Rodgerson

Marketing Manager, Zoho

60 Mins

Essential business survival guide during COVID-19

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

By Talha Baqar, Program Manager, Zoho

By Vijay Sundaram, Product Expert

In this recorded session, we speak about the fundamentals of company management during the COVID-19 crisis.

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Vijay Sundaram

By Vijay Sundaram

Product Expert

54 Mins

Understanding the updated CARES Act for SMBs - Webinar | Zoho Books

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

By Talha Baqar, Program Manager, Zoho

By Nathan R, Marketing Manager, Zoho

Learn all about the fundamentals of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) from our experts.

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

Navigating the PPP and EIDL - presented by Andrew Presti, Senior Partner at Presti and Naegle Accounting Consultants

By Andrew Presti, Senior 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 session, Andrew Presti, Senior Partner at Presti and Naegle, talks about the Paycheck Protection Program (PPP) and Economic Injury Disaster Loans (EIDL). This session will cover the loan application process, PPP loan forgiveness process and tax implications of COVID loans.

Andrew Presti

By Andrew Presti

Senior 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

Navigating the PPP and EIDL - presented by Salvatore Russo, Partner at Presti and Naegle Accounting Consultants

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

Learn about the United State's SBA's Paycheck Protection Program (PPP) and Economic Injury Disaster Loans (EIDL). This session will cover the PPP and EIDL loan application process, PPP loan forgiveness process and tax implications of COVID loans.

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