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WORKSHOP 2020

Whether you are a novice or an expert, the Zoho Finance Workshop will give you the training that you need to manage your business finances effortlessly, from handling accounting, doing taxes, tracking inventory, processing payroll, and automating subscription billing, to streamlining expense reporting.

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Calendar Icon Tuesday, 15th December Register Now
9:00 AM - 9:15 AM
15 mins
Zoho Finance Workshop Keynote

On day one we will explore Zoho Books in depth.

9:15 AM - 10:45 AM
90 mins
Cloud Accounting with Zoho Books: A Detailed Setup and Walkthrough

In this detailed session, we'll cover everything you need to know about setting up your new accounting system and the key features of Zoho Books.

10:55 AM - 12:00 PM
65 mins
A Complete Guide to Migrating Accounting Systems

Joshua Bleznick, an accounting systems migration expert, will give a hands-on demo of how to migrate to Zoho Books from another accounting system.

Our Speakers

Val Steed

Director of Accountants,

Zoho Corp

Talha Baqar

Program Manager,

Zoho Corp

Joshua Bleznick

Consultant,

Presti and Naegele Accounting

Nathan Rodgerson

Marketing Manager,

Zoho Corp

Calendar Icon Wednesday, 16th December Register Now
9:00 AM - 10:30 AM
90 mins
Warehouse and Order Management with Online Sales Channels: Zoho Inventory

In this session, we'll see how to set up and maintain online sales channels such as Amazon, eBay, Etsy, and your website. This session will walk you through workflows for maintaining stock in multiple warehouses, packaging, and shipping.

10:40 AM - 11:25 AM
45 mins
A Deep Dive into Expense Management and Setup: Zoho Expense 2.0

This session will guide businesses on how to set up an effective company expense policy and reimbursement system. We will also give you a walkthrough of the new features in the upcoming release of Zoho Expense 2.0.

11:25 AM - 12:00 PM
35 mins
Automating Recurring Revenue Streams: Zoho Subscriptions

Explore how to set up recurring revenue streams for your business with Zoho Subscriptions.

Our Speakers

Salman Nazar

Product Expert,

Zoho Inventory

Ramesh Subramanian

Product Expert,

Zoho Expense

Nathan Rodgerson

Marketing Manager,

Zoho Corp

Val Steed

Director of Accountants,

Zoho Corp

Talha Baqar

Program Manager,

Zoho Corp

Calendar Icon Thursday, 17th December Register Now
9:00 AM - 10:00 AM
60 mins
Integrating Sales and Finance: Walkthrough With a CRM Expert

This session on integrating sales and finance will be taught by Susan Clark, a Zoho CRM expert who has authored over 15 books on CRM systems. Susan will discuss why businesses need a CRM and how to leverage the integration between Zoho CRM and Zoho Books to increase productivity.

10:00 AM - 10:30 AM
30 mins
Beyond Bookkeeping: Getting the Most Out of Your Accountant Relationship

Accountants have the unique ability to help small businesses learn and implement a wide variety of tools and strategies to grow their businesses. Join us for a panel discussion on how to work with your accountant to grow your relationship beyond bookkeeping.

10:40 AM - 11:40 AM
60 mins
Customizing Your Back Office with Analytics, Dashboards, and Workflows

This session will be taught by CPA and Zoho Books expert, Marie-Andrée Giroux, who will go in-depth discussing how to create custom financial reports and dashboards with Zoho Analytics and how to set up custom workflows in Zoho Books.

11:40 AM - 12:00 PM
20 mins
Zoho Payroll for Small Business in CA, TX, and NY

This session will go over the basics of Zoho Payroll for small business owners in California, Texas, and New York.

Our Speakers

Susan Clark

Susan Clark

Zoho Advanced

Solution Partner

Talha Baqar

Talha Baqar

Program Manager,

Zoho Corp

Val Steed

Val Steed

Director of Accountants,

Zoho Corp

Marie-Andrée Giroux,

Marie-Andrée Giroux,

CEO, Cofinia conseil

Zoho Books Experts

Nathan Rodgerson

Nathan Rodgerson

Marketing Manager,

Zoho Corp

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