How Alto CPA Group, LLC Helps Small Businesses Simplify Their Finances  with Zoho Books, Zoho Expense, and Zoho Payroll

07.16.25 07:18 PM By Michael D'Amato, CPA

Running a small business comes with a lot of moving parts—but your finances don’t have to be one of them.

At Alto CPA Group, LLC, we help entrepreneurs and small business owners take control of their books, expenses, and payroll using smart, streamlined tools like Zoho Books, Zoho Expense, and Zoho Payroll.


📘 Zoho Books: Bookkeeping Made Simple

Zoho Books is more than just accounting software—it’s a financial command center. We work with clients to:
- Set up or restructure their chart of accounts
- Clean up transactions for accuracy
- Reconcile bank and credit card accounts
- Set up recurring invoices and journals
- Build clear, meaningful financial reports they can actually use

- Include financial analytics identifying areas of concern and opportunity


💳 Zoho Expense: Smarter Spending

We help clients:
- Set up custom expense categories
- Implement mileage and reimbursement tracking
- Automate workflows and approval rules
- Sync expenses directly into Zoho Books
- Stay compliant with tax-deductible recordkeeping

💼 Zoho Payroll: Confident Compliance

Payroll does not need to be a headache. We help clients:
- Set up payroll and payroll taxes to run efficiently and effectively
- Run timely payrolls
- Review payroll summaries and liabilities each month
- Stay compliant with all monthly, quarterly and annual filings

 

📊 From Chaos to Clarity

Whether you're a solopreneur or a growing team, our job is to make sure you always know where your money stands—without hours of manual data entry or spreadsheet stress.

We provide:
- Ongoing support and training in Zoho tools
- Cleanup and catch-up services
- Monthly or quarterly reviews to help you stay on track
- Ongoing bookkeeping

Let’s Make Finance a Strength, Not a Stressor

If your small business is using Zoho—or wants to—we are here to help you get more out of it. Let’s build a system that works for you.

📩 Ready to streamline your back office? Let’s talk.