Experiencing Zoho Book with sales and clients 

Every time I help someone move to Zoho Books, I realize how much I end up learning from them. You’d think it’s just about teaching clients how to use a new accounting system, but it’s actually the opposite. Half the time, I’m the one getting schooled — about how their business runs, how they manage cash flow, or even how they’ve built their own “systems” inside Excel.

And honestly, Excel deserves some love. Everyone talks about automation and cloud software like spreadsheets are outdated, but they’re not. Excel has been the backbone of so many companies. People have built entire accounting worlds in there — color codes, hidden formulas, endless tabs. It’s not fancy, but it works. I’ve seen setups so well done that I thought, “Yeah, I’d keep this too.” The only problem is, it doesn’t scale. Once more people need access, or once you start chasing invoices across emails, Excel starts to fall apart. That’s usually when Zoho Books makes sense — it maintains the same logic, simply adding structure, automation, and collaboration.

I’ve worked with people from all kinds of industries, and each one makes me look at accounting differently. In hospitality, it’s all about timing — daily sales, service charges, and keeping track of everything by shift. In construction, it’s project-based, with retention payments and billing milestones. Retail is another universe: POS, cash flow, stock tracking — they live in numbers all day. It’s funny because once you start listening to how they work, you stop thinking of Zoho Books as software. You start thinking of it as a reflection of their business.

What I like most is how every setup becomes personal. We’re not just “installing” something — we’re taking what the client already knows and turning it into a digital version that makes sense to them. Some clients don’t even realize how good their own system is until we start mapping it out. They’ll say, “Oh, I didn’t know we could automate this,” or “We’ve been doing that manually for years.” Those are my favorite moments.

So yeah, selling Zoho Books isn’t just about the software. It’s about learning how people actually run their businesses. It’s about respecting what they’ve already built — especially the Excel systems that got them this far — and showing them how to take the next step. Every client teaches me something, and every project reminds me that the best way to sell is to keep learning.