Zoho Automation for SA SMEs - TVS Global Advisors

Purpose: Run finance like a modern CFO office.

Scope

Zoho Books/Payroll/Inventory/CRM setup & integrations
Approval workflows, VAT 15% controls, audit trails
Executive dashboards (P&L, CF, WC, tax) and data governance
Team training; first-month shadow close

Key Deliverables

Configured finance stack, COA, VAT codes
Workflow & policy documentation
Dashboard suite + training materials

Operating KPIs

Go-live in 3-4 weeks; first “clean” month-end in Month 2

Ideal for: Digitally-savvy SMEs & startup finance teams