Get your Odoo working and your books closed.
Lots of small businesses are stuck on a half-configured Odoo and books that are always a month behind. I fix the setup, close the month, and hand you a system your team can actually run.
Three ways I can help
Fixed prices, agreed before any work starts. No hourly meter running in the background.
Odoo fixes and setup
Projects from $1,500 to $5,000
For the Odoo that got halfway set up and then stalled. I scope it, fix it and walk your team through it.
- Accounting, inventory, purchasing and sales setup
- Cleanup of messy products, partners and journals
- Custom reports, templates and automations
- Written guides your staff can follow
Monthly bookkeeping and close
From $500 to $1,500 a month
Your books categorized, reconciled and closed every month, with reports you can actually read.
- Bank and card reconciliations
- Transaction categorizing and cleanup
- Month-end close checklist, done for you
- Monthly P&L, balance sheet and cash summary
- Works in Odoo, QuickBooks Online, QuickBooks Desktop or Versa Cloud ERP
Spreadsheet templates
From $8, instant download
Prefer to do it yourself? The same spreadsheets I use, cleaned up for anyone to use in Excel or Google Sheets.
- Month-End Close Kit
- Small Business Bookkeeping
- 13-Week Cash Flow Forecast
- Inventory, invoices, budgets and more
Ready-made tools for Odoo and your books
Plug-in Odoo modules that fix the everyday headaches, and spreadsheet templates for the businesses that aren't on Odoo yet.
Odoo modules
Built for Odoo 19. Install it yourself, or add installation for $150.Understudy
$59 one-time$149 for up to 10 people
Click through a task once and Understudy writes the how-to guide for you: every step, with a screenshot. Add a narrated video if you like, then send the finished guide straight into Odoo Knowledge, or export it to Word or PDF. Pay once, no monthly fee.
Sending to Odoo needs Odoo Enterprise with the Knowledge app.
Need it to work your way? I can connect Understudy to other systems, like Google Drive, SharePoint or Notion, or change how it works for your team. Custom setups are quoted up front, starting at $250.
Ask about itMass Update Lines
$79Change prices, discounts, taxes or quantities on every line of a quote, purchase order or draft invoice at once, instead of one line at a time.
Ask about itVendor Credit Alert
$59Shows a banner on the vendor, purchase order, receipt and bill when you have credit sitting with that vendor, so it gets used instead of forgotten.
Ask about itNo Product Quick-Create
$29Stops staff from accidentally creating junk products by typing a new name on an order line.
Ask about itShip Date in Customer Portal
$39Adds the ship date to your customers' order list in the portal, so they stop emailing to ask when it ships.
Ask about itCollection Reminders
$149Sends past-due invoice reminders on a schedule you set (courtesy, 15 days, 45 days, final notice), with a test mode before anything reaches a customer.
Ask about itLate Payment Charges
$129Adds a monthly finance charge to past-due balances, with a grace period, a minimum and a per-customer opt-out.
Ask about itSales Tax by State Report
$99Builds a sales-by-state Excel report every quarter, with its own tab for each state where you file sales tax, and emails it to you on the 20th. Invoices and credits are both counted, so the numbers are ready for your filings.
Ask about itMonth-End Close Monitor
$249Runs automatic checks on your books (unreconciled items, missing bills, quantities that don't match) and emails a weekly summary before close.
Ask about itSpreadsheet templates
Excel and Google Sheets, 3 styles each. Instant download.Sound familiar?
These are the problems I see most often in small-business Odoo databases. Most are fixable in a single project.
- Inventory never matches the shelfUnits of measure, routes and counts set up so on-hand is right.
- Bank reconciliation is months behindBank feeds, reconcile rules and a clean starting balance.
- The chart of accounts is a messA chart that fits your business and reports that make sense.
- Purchase orders and receipts don't line upA clean buy, receive and bill flow your warehouse can follow.
- Invoices and emails look wrongBranded quotes, invoices and customer emails that say the right thing.
- Nobody trusts the reportsSales, margin and cash reports built on numbers you can check.
- Staff work around the systemSimple steps, fewer clicks and guides that match your screens.
- The partner left it half doneI pick up where they stopped and finish the job.
From mess to handover
One person, start to finish: I scope it, build it, test it on a copy of your system and walk your team through it.
Free call
20 minutes to hear what's broken and what "fixed" looks like for you.
Fixed quote
A written scope and one price. You approve it before anything starts.
Build on a test copy
Changes are made and tested on a copy of your database first.
Check and hand over
I move it live, walk your team through it and leave written guides.
Hi, I'm D.B.
I'm a bookkeeper who works in Odoo, QuickBooks Online, QuickBooks Desktop and Versa Cloud ERP. I've set up accounting, inventory, purchasing, sales and month-end close in Odoo from the ground up, and fixed plenty of half-finished setups along the way.
The Bookkeeper's Desk is where I help small businesses get their system working, their books closed and their reports telling them how the business is really doing.
And yes, my initials are DB while the business is BD. A bookkeeper finds that funnier than most people do.
Good to know
Which Odoo do you work with?
Odoo Online, Odoo.sh and self-hosted Odoo, Community or Enterprise. Tell me your version on the call and I'll confirm.
How do you price a project?
After a free call I send a written scope with one fixed price. Most Odoo projects land between $1,500 and $5,000 depending on how much needs fixing.
Will you change my live system right away?
No. Work happens on a test copy first. Nothing goes live until you've seen it and said yes.
What software do you work in?
Odoo, QuickBooks Online, QuickBooks Desktop and Versa Cloud ERP. On a different system? The bookkeeping is the same, and I get up to speed quickly.
Book a free 20-minute call
Tell me what's broken or behind. You'll get an honest read on what it takes to fix, even if that's "you can do this yourself."
Email me to book thebookkeepersdeskshop@gmail.com