01 How it works
Four steps from messy to clear.
We've made the process simple on purpose. Here's exactly what working with Etqan Books looks like.
§ 02 Steps
- 01
Free consultation
We start with a 30-minute call to understand your business, your current setup, and where you want to go. No commitment, no jargon.
- 02
Choose a package or build a custom plan
Based on your needs, we recommend Basic, Growth, or a tailored mix. You stay in control of scope and budget.
- 03
We organise your books and set up Zoho Books
We clean and structure your data, configure Zoho Books to fit your operation, and make sure your records are accurate and easy to work with.
- 04
Monthly reports and ongoing support
Every month, you receive a clear financial report and ongoing support — so you always know where you stand and what to do next.
§ 03 Roles
Your job is forwarding receipts. Ours is everything else.
What you do
- 01 Forward receipts and bank statements when they arrive
- 02 Issue invoices through your normal process
- 03 Answer one quick question a month if we have one
What we do
- 01 Categorise every transaction in Zoho Books
- 02 Reconcile bank, card, and supplier accounts monthly
- 03 Track VAT collected and paid; flag the filing window
- 04 Produce a clean monthly P&L and deliver it on the fifth
- 05 Reply on WhatsApp within one business day
04 Next step
Ready to start with step one?
Your free consultation is the easiest way to see how Etqan Books fits your business.