Industry
Accounting for construction and real estate
Project and property accounting, cash-basis or accrual books, and monthly packs that compare this month with the last — for developers, contractors and real estate firms.
CASE STUDY
Monthly master financials for a UAE real estate firm
A UAE real estate company keeping cash-basis books in Zoho
The challenge
The client wanted a consistent monthly financial pack built from its cash-basis exports, its bank statement and a monthly expense report.
What we did
- Set up one closing workbook per month with an index, P&L by month, balance sheet by month and an expenses-versus-bank check
- Show the current month beside the prior month for comparison
- Roll the previous month's workbook forward each month as the base for the new close
The result
The client receives a monthly master financials workbook in a fixed layout, with expenses checked against the bank.
What we do
What we handle for construction and real estate
Monthly master financials
A fixed monthly pack: P&L and balance sheet by month, with expenses checked against the bank.
Project-wise tracking
Costs and billing tracked by project or site so margins are visible.
Divisions and entities
Separate divisions or companies kept apart and consolidated when needed.
Contractor and vendor payments
Bills, retentions and advances tracked and reconciled.
Cash flow planning
Cash forecasts that follow project milestones and collections.
Lender reporting
Project reports and information packs for banks.
Why WeareZO
Numbers that follow the project
Construction and property businesses need to see each project and each month clearly. We keep a consistent monthly format so trends are easy to spot.
We work with clients in India and the UAE.
FAQs
Frequently asked questions
Ready for books you can trust?
Book a free call with our team. We'll understand your setup, map your deliverables and share a fixed monthly price — no surprises.