H O W I T W O R K S
Three steps from first call to your books running inside Odoo, properly.
Whether you're starting with a Finance Health Check, going straight to BookSmart, or hiring through WAO Talent, the shape of the process is the same — discovery, a clear quote, then onboarding built around your Odoo environment..
01
Book a Discovery Call
A 30-minute call to understand your business, your current Odoo setup, and what's actually not working. No generic sales pitch — we need to know what version of Odoo you're on, how many transactions you're processing, and where the pain actually is.
Senior Bookkeeper or Account Manager on the call.
Confirms which service fits — BookSmart, Health Check, or Talent
No obligation, no cost
02
Get a Clear, Fixed Quote
A proposal generated from the discovery call, delivered within 24 hours — scope, tier, pricing, delivery timeline, and the service agreement. Pricing is published on our services pages for a reason: you should never be surprised by an invoice.
Health Check clients: pricing is fixed and published up front — Core, Complete, or EOFY Premium. No quote needed, just a booking.
03
Onboarding — Built Around Your Odoo Environment
Once you sign, we set up a dedicated Odoo service user account (never full admin access unless the engagement specifically requires it), review your chart of accounts, and configure your client portal. A kick-off call walks through the monthly process and introduces your team before the first close.
Chart of accounts, tax codes, and payment terms reviewed before the first close
Client portal configured with task checklist and document upload structure
First month close gets extra senior review — we don't cut corners to make a good first impression
F I R S T M A N A G E M E N T R E P O R T: W I T H I N 9 B U S I N E S S D A Y S O F M O N T H - E N D
W H A T O N B O A R D I N G A C T U A L L Y C O V E R S
No surprises in month one.
The same standard applies whether you're a direct client or coming through a Partner Connect white-label engagement.
01
Odoo Access
Dedicated service user account created — scoped to what the engagement actually needs.
02
Chart of Accounts Review
Structure, tax codes, and payment terms checked before anything is processed.
03
Portal Setup
Task checklists, document folders, and your monthly report archive configured up front.
04
FKick-off Call
45 minutes — walks through the monthly process, introduces your team, confirms communication preferences.
Not sure where to start?
A Finance Health Check is the lowest-commitment way to find out exactly what you need.