Alokesh Dutta
Step-by-Step Plan for Indian CMAs to Monetize Zoho Books & QuickBooks
Phase 1: Foundation (1–2 weeks)
Objective: Understand the basics
- Revise cloud accounting fundamentals and how they relate to traditional principles.
- Zoho Books: Start free trial, use Zoho Learn & YouTube.
- Focus on: GST setup, Banking, Invoicing, Reporting, Expense Management.
- QuickBooks: Register free as an Accountant, explore tutorials and Intuit Academy.
Phase 2: Certification (3–4 weeks)
Objective: Gain official recognition
- Join Zoho Partner Program and pursue Zoho Books Consultant Certification.
- Complete QuickBooks ProAdvisor Certification with modules & quizzes.
- Get listed in the Intuit directory (for global visibility).
Phase 3: Practice & Portfolio (2–3 weeks)
Objective: Build credibility
- Create dummy company accounts (e.g., service/trading firms).
- Practice invoicing, GST returns, reconciliations, payroll, and MIS reports.
- Develop a portfolio with screenshots or videos of your workflows.
- Post on LinkedIn, your website, or freelance platforms.
Phase 4: Monetize Skills (Ongoing)
Objective: Start earning
- Freelancing: Use Fiverr, Upwork, Freelancer for services like setup, GST filing, MIS reports.
- Domestic Market: Collaborate with CAs/CMAs. Target startups, MSMEs. Use IndiaMart, JustDial, UrbanPro.
- Training: Offer one-on-one coaching, online classes, or paid courses on Udemy or your website.
Tools for Setup & Marketing
- Zoom/Google Meet for remote consultation
- Canva to create marketing flyers and presentations
- LinkedIn and Facebook Page for promotion
- Simple portfolio website (or free landing page tool)
- WhatsApp Business to manage client communications and catalogs
Need Help Getting Started?
- ✅ Custom flyer or brochure for promoting services?
- ✅ Sample training module for students/MSMEs?
- ✅ Templates (invoice, GST setup, chart of accounts)?
