Odoo

Odoo Accounting

Odoo Accounting Set Up Right the First Time

Your accounting is only as good as the setup behind it. We configure Odoo with your accountant, so sales, stock and purchasing post correctly from day one.

  • Built with your accountant
  • Inventory valuation connected
  • US sales tax considered early
+1 (469) 609-7049

Tell Us About Your Project

Where Accounting Setups Go Wrong

Copied chart of accounts

Importing an old chart without review carries old problems into a system that works differently.

Stock and books disagree

Inventory valuation settings decide how stock hits your balance sheet. Wrong choices are painful to fix later.

Sales tax left until last

US sales tax varies by state. It needs a plan, such as Odoo's tax settings or a service like AvaTax.

What We Set Up

  • Chart of accounts and fiscal periods
  • Inventory valuation settings
  • Sales tax configuration
  • Bank feeds and reconciliation
  • Customer invoices and vendor bills
  • Payment methods and terms
  • Financial and management reports
  • Opening balances
Discuss Your Project

How We Work With Your Accountant

  1. Review

    We go through your current books and reporting needs together.

  2. Design

    We agree the chart of accounts, taxes and valuation method.

  3. Test

    We run sample transactions and check every posting.

  4. Close

    We support your first month-end in Odoo.

Frequently Asked Questions