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Are you a Tax and Accounting Advisor?

Let’s collaborate so that your clients using Odoo continue to receive excellent advice from you.

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Benefits for your Advisory Firm

Forget about problems in Odoo and learn with Contaldia.

We share knowledge

We will train your team on how to work with Odoo so they can verify and access reports, taxes, and all the information about your client directly in their Odoo.

We configure and review modules

Your client will have a Contaldia-validated Odoo, with all available modules updated to streamline and simplify accounting and tax processes.

Save time and provide better advice

Focus on advising your client, and Contaldia will make sure that Odoo and the data are always up to date to help you deliver a better service.

Benefits for your Client

Everything must be perfect, everything balanced and up to date in Odoo.

Perfect Odoo

Your client will have their Odoo properly configured, constantly supervised by a Contaldia expert who will help with bookkeeping and resolve all their questions in the best possible way, avoiding errors and improving communication and information exchange with their advisor.

Perfect Accounting 

No errors, everything balanced, with processes optimized through years of experience and hundreds of accounting setups in Odoo.

Perfect Advisory

Having updated, reliable, and secure data for both the advisory firm and your client in a single ERP like Odoo will enable truly enhanced advisory services, allowing your client to make the best decisions for their business.

Do we answer all your questions?

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FAQ

Let’s dive into the details and help make Contaldia your go-to reference for Odoo.

The client will pay Contaldia for all the services they need related to tax, labor, or accounting. And your advisory firm will charge for the services you provide to the client, such as payroll management, corporate income tax, personal income tax returns, and more. You’ll simply save time by not handling the client’s day-to-day accounting and quarterly filings, gaining time and peace of mind to offer better advice to your client. Check rates and prices in FAQ

The client will write to a Contaldia project that will be shared with you, giving you access to all the client’s tasks and allowing you to share the history with the client and all involved parties. This simplifies communication, as your client will always write to a single email linked to their project.

Keeping your Odoo-using client is essential, but it’s equally important to fully understand Odoo in order to correctly obtain data, taxes, reports, and overall accounting. That’s why you’ll learn how Odoo works alongside Contaldia, allowing you to continue charging for the services you provide to your client while remaining their main advisor.

Contact us now and let’s move forward with a short meeting.

Join us so that your advisory firm and your clients can have the peace of mind that Odoo is the best ERP for their business.