Cloud Books Academy
+91 84465 22037 nikita@cloudbooksacademy.com Mon – Fri: 10am – 7pm
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Cloud Books Academy – CA-led Zoho Books training, implementation and accounting support for professionals and businesses.

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Zoho Authorized Zoho Books Trainer

Master Zoho Books & Grow Your Accounting Career

Practical, CA-led Zoho Books training for accountants, finance professionals and businesses – from fundamentals to advanced automation, with real-world, income-generating skills you can apply immediately.

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CertifiedZoho Books Professional
10+ CAs& their teams trained
100% OnlineFlexible learning
CA Nikita Joshi, Authorized Zoho Books Trainer
3 Zoho CertificationsBooks · Trainer · Payroll
Live Virtual Workshop4 days · 2 hours/day
CA Nikita Joshi · Founder & Trainer
The Cloud Books Academy team
Founders of Cloud Books Academy
CA-Led Training backed by real-world practice experience
About Cloud Books Academy

Your Premier Destination for Mastering Zoho Books

We offer a comprehensive online training program tailored specifically for accountants and financial professionals. Our expertly designed curriculum covers everything from fundamental concepts to the advanced features of Zoho Books – a leading cloud-based accounting software.

With flexible online classes, interactive lessons and real-world applications, Cloud Books Academy fits into your busy schedule. Our certified instructors bring years of experience and industry knowledge, so you gain practical skills you can apply in your professional role right away.

To transform the way accountants build their careers by equipping them with practical, income-generating skills in cloud accounting tools like Zoho Books.

Our mission is not just to teach software – but to create confidence, unlock work-from-home opportunities, and help professionals break free from limited salary structures.

To build a future where every accountant – regardless of background, career stage, or personal responsibilities – has the skills, confidence, and opportunities to grow, earn, and succeed on their own terms.

We envision a platform that empowers thousands of professionals, especially women and aspiring accountants, to achieve financial independence by embracing technology.

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Our Courses

Learn Zoho Books the Practical Way

Self-paced recorded courses and live virtual workshops designed around real accounting work – not just software demos.

Recorded Course

Zoho Books Masterclass

  • Recorded
  • 100% Online
  • Self-paced

A complete recorded programme taking you from fundamentals to advanced Zoho Books features – learn anytime, at your own pace, and implement with confidence.

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Live Workshop

Zoho Books Finalisation Workshop

  • Virtual
  • 4 Days
  • 2 hrs/day

A hands-on, interactive virtual workshop on finalising books of accounts in Zoho Books – including financial reporting and automation.

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Coming Soon

Zoho Payroll Masterclass

  • By a certified Zoho Payroll Professional

Our next masterclass, covering Zoho Payroll, is on its way. Message us on WhatsApp to be the first to know when enrolments open.

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Live Online Workshop

Join Our Zoho Books Workshop – Online

Workshops cover a range of topics, from basic Zoho Books functionality to advanced features such as financial reporting and automation. Perfect for students, professionals, freelancers and small business owners looking for hands-on training.

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4 Days Structured training programme
2 Hours / Day Fits around your work schedule
Virtual Join from anywhere
CA-Led Taught by CA Nikita Joshi
Corporate Training

Customized Zoho Books Training for Teams & Organizations

We offer specialized training programs for companies, CA firms and accounting teams looking to upgrade their systems and improve efficiency using Zoho Books. Every training is tailored to your business requirements and your team’s skill level.

What we cover

  • Complete Zoho Books implementation training
  • Workflow setup & process optimization
  • Automation and reporting
  • Team-level hands-on training
  • Industry-specific use cases

Why choose us

  • Customized content based on your business
  • Practical training – not just a software demo
  • Focus on real implementation challenges
  • Improves team productivity and accuracy
Ideal for:
CA Firms SMEs & Startups Companies moving to cloud accounting

OutcomeYour team becomes capable of using Zoho Books efficiently, reducing errors and improving overall financial management.

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CA Nikita Joshi at the Cloud Books Academy office
Corporate session for a Pune based CA firm
Session at Pune ICAI
Our Services

End-to-End Zoho Books Support for Your Business

From day-one setup to ongoing bookkeeping – a fully streamlined accounting system with minimal errors and maximum efficiency.

01

Zoho Books Setup & Implementation

We set up Zoho Books from scratch, ensuring everything is configured correctly from day one.

Includes
  • Company setup
  • Chart of accounts configuration
  • GST setup
  • Invoicing and billing structure
  • Reports customization
02

Data Migration

Switching from another software? We ensure a smooth and accurate transition.

Includes
  • Migration from Tally, Excel or other software
  • Data validation and accuracy checks
  • Opening balance setup
  • Historical data handling
03

Accounting Outsourcing

Focus on your business while we handle your accounts.

Includes
  • Bookkeeping
  • Financial statements preparation
  • GST compliance
  • Accounts receivable & payable management
  • Payroll support
CA-led expertise
Practical implementation experience
Accuracy & compliance focused
Personalized support
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CA Nikita Joshi
Zoho Authorized Trainer
Meet Your Trainer

CA Nikita Joshi

Founder · Authorized Zoho Books Trainer · Virtual CFO

CA Nikita Joshi brings unparalleled expertise to our training programs. As an Authorized Zoho Books Trainer and Certified Zoho Books Professional, Nikita is dedicated to helping you unlock the full potential of Zoho Books.

In addition to her role as a virtual CFO for a Private Limited Company, Nikita is a partner in a prestigious CA firm, blending practical experience with advanced knowledge. She has conducted numerous workshops on Zoho Books, training over 10 Chartered Accountants and their teams to implement Zoho Books efficiently and effectively for their clients.

Certified Zoho Books Professional
Certified Zoho Books Trainer
Certified Zoho Payroll Professional
Partner in a CA firm & Virtual CFO
Connect on LinkedIn
Certified Zoho Books Professional certificate Certified Zoho Books Professional
Certified Zoho Books Trainer certificate Certified Zoho Books Trainer
Certified Zoho Payroll Professional certificate Certified Zoho Payroll Professional
Recognition & Moments

Trusted by Zoho & the CA Community

Highlights from our journey – sessions, certifications and our association with the Zoho Finance team.

Zoho Payroll Trainer certification presented by Mr. K P Narayanan Zoho Payroll Trainer certification presented by Mr. K P Narayanan Zoho Books coach hoarding featuring Nikita Joshi in Pune Featured on hoardings across Pune Visit to Zoho Campus at Chennai HQ Visit to Zoho Campus, Chennai HQ Discussion about Zoho Finance growth Discussion about Zoho Finance growth Zoho Books session Zoho Books session Zoho Finance team visit to the Cloud Books Academy office Zoho Finance team visit to our office
CA Nikita Joshi on Coffee with CA – Zoho Books official YouTube channel
On Zoho Books’ Official YouTube Channel

Coffee with CA – Nikita Joshi

Hosted by Harsh Agarwal, this episode explores Nikita’s journey of choosing chartered accountancy while coming from a business-oriented family, becoming the first degree holder in her family, and building her own practice in a competitive field.

Building a CA practice Building credibility early Continuous learning Advice for young professionals
Watch the Episode
Free Resources

Download Our Free Zoho Books Toolkits

Ready-to-use resources to help you onboard clients and implement Zoho Books faster.

Free Download

Client Onboarding Questionnaire for Zoho Books

Collect everything you need from a new client before setting up their Zoho Books organisation.

Download Free
Free E-Book

“Work Less, Earn More – Zoho Books for CA in Practice”

How practising CAs can use Zoho Books to save time and grow their practice.

Download Free
Free Download

Zoho Books Setup Flowchart

A step-by-step visual guide to setting up Zoho Books correctly from day one.

Download Free

Hear It From Our Learners

Read genuine reviews from students and professionals on Google.

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FAQ

Frequently Asked Questions

Cloud Books Academy is a leading provider of training for Zoho Books, offering personalized coaching, group coaching, and workshops. Our mission is to help individuals and organizations master Zoho Books to enhance their accounting and financial management.

Our training services are designed for a diverse audience, including students, working professionals, freelancers, and small business owners. We tailor our programs to meet the specific needs of each group.

Personalized Coaching: Ideal for individuals or small teams seeking customized, one-on-one training tailored to specific needs.
Group Coaching: Suited for organizations that want to train multiple staff members with a structured, interactive approach.
Workshops: Perfect for students, professionals, freelancers, or small business owners looking for a more general, hands-on training experience.

Absolutely. We provide end-to-end migration services, ensuring a smooth transition from your current accounting software to Zoho Books. This includes data transfer, system configuration, and training.

We offer comprehensive support, including setup and customization, troubleshooting, report generation, and integration with other Zoho applications or third-party software. Our support can be provided via phone, email, or remote access.

Our account outsourcing services include bookkeeping, financial statement preparation, tax planning and filing, payroll processing, accounts receivable/payable management, and more. We tailor our services to meet the specific needs of your business.

To get started, simply contact us for a consultation. We will discuss your business needs, develop a customized service plan, and outline the onboarding process. Once agreed upon, we will begin handling your accounting tasks seamlessly.

Group coaching includes structured training sessions for multiple participants from your organization. Sessions cover key aspects of Zoho Books and are tailored to the collective needs of your team.

We recommend groups of 5 to 20 participants to ensure effective learning and interaction. Larger groups can be accommodated with additional arrangements.

Yes, we can customize the content of group coaching sessions based on your organization’s specific needs and goals.

Group coaching sessions can be arranged in various formats, including half-day, full-day, or multi-day sessions, depending on your requirements.

Workshops cover a range of topics, from basic Zoho Books functionalities to advanced features such as financial reporting and automation. Specific topics are selected based on the needs of the participants.

Yes, these are virtual workshops, so you can join from the convenience of your own place.

It is a 4-day training workshop with 2 hours each day.

You can register for a workshop through our website or by contacting us directly. We will provide you with details on upcoming workshops and registration procedures.
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Let’s Talk Zoho Books

Have a question about our courses, workshops or services? Reach out – we’re happy to help.

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