Bickert Management Inc.
Free Zoho Books Checkup | Bickert Management Inc.
Offer Ends In:
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Limited Spots • April Offer

One Hour
Your Books
Expert Eyes

An expert review of your Zoho Books delivered straight to your inbox. No pitch. No pressure. Just a clear, honest report on what is working and what is not.

1 hr Review Time
$0 Completely Free
15 Spots Available

What's Included in Your Free Checkup

01

Books Structure Review

Full Accounting Setup Assessment

We review your Chart of Accounts and overall setup to see how your books are organized.

02

Best Practices

Optimization Guidance

Recommendations tailored to your business based on accounting best practices.

03

Data Health Check

Accuracy and Consistency Review

We assess reconciliations and categorization to surface gaps, errors, or risks.

04

Financial Visibility

Understand Your Numbers Better

We review your P&L trends and key reports to highlight gaps and improve clarity.

05

Bottleneck Identification

Find What's Slowing You Down

We identify manual processes and inefficiencies affecting your accuracy and workflow.

06

Action Roadmap

Clear Next Steps

High-level recommendations on what to improve and how to strengthen your accounting processes.

No credit card. No pitch. Just honest, expert feedback on your Zoho Books. We only have 15 spots available this month, so claim yours before they fill up. Delivered via email within 7 days.

April Open Offer

Following the success of our March CRM checkup, we are bringing the same expert review to Zoho Books. For this month only, we are offering a free, comprehensive health check of your accounting setup to a limited number of businesses. Spots fill up fast, so claim yours today.

By the End, You'll Have:

✓
Clear visibility into any gaps or issues in your books.
✓
Identified opportunities for improvement in your accounting setup.
✓
A better understanding of your financial data and reports.
✓
Expert guidance explained in simple, practical terms.
✓
A high-level action plan you can move forward with, with or without BMI.

How to Claim Your Spot

Claiming your spot is simple. We already have everything we need. Just two quick steps:

01
Click the button above and complete the brief form to request your checkup.
02
That's it. Our team will be in touch and your report will be delivered via email within 7 days.

Data Security & Access

Your data security is our priority. Access to your Zoho Books will only be requested for review purposes and will be handled with strict confidentiality. We recommend providing controlled or accountant-level access where possible. No changes will be made to your data without your knowledge or approval.

This is a review and report, not implementation.

To keep the review focused and valuable, we maintain strict boundaries.

We will NOT be performing the following during this checkup:

  • Bookkeeping or transaction entries
  • Corrections or reclassification of data
  • Bank reconciliations
  • Workflow or automation setup
  • Custom reports or configurations
  • Data cleanup or migration

If you need assistance implementing any of the changes we identify, feel free to reach out to us. We're here to help.

© 2026 Bickert Management Inc.
Zoho Premium Partner. Certified in Zoho Books accounting and financial management.