Why Oddo Financial Services?
Business owners wear many hats, and with all the responsibilities of running and growing your business, it’s sensible to decide which tasks need your personal attention and which you should outsource.
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More and more business owners have seen the benefit of outsourcing in order to reduce costs and get a better quality of specialized service.
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Oddo Financial Services offers a wide range of services to help your business thrive, from tax preparation to payroll.
Contact us to learn more about how we can help you!
Our Services
Monthly
Business Bookkeeping
We handle the numbers!
From managing bank transactions to monthly reconciliations, we're your one-stop-shop for all things QuickBooks. Oddo Financial Services provides assistance with GRT/sales tax filings, financial reports, AP/AR, budgets, and more.
Individual and Small Business
Tax Preparation
We understand that every situation is unique. Our tax experts can provide assistance tracking expenses and maximizing the deductions you qualify for! No more guesswork, our team works with you to make sure your returns are done right. ​
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Business
Consulting Services
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As obstacles arise in our businesses, it's important to have expertise you can trust. At Oddo Financial Services, we walk you through stressful situations and ease your worries along the way. Reach out to learn more about our consulting services!
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Small
Business
Packages
From business formations to clean-up projects, our team is here to help every step of the way. With packages tailored to you, our experts identify processes to ensure your business and books run smoothly, allowing you to focus on growth.
Signature QuickStart Package
Client
Discovery
Session
Setting up a bookkeeping system can be overwhelming and business isn't one-size-fits-all. Our signature QuickStart package removes the guesswork! We'll have an individual meeting with the business owner to assess specific needs and do things right from the start.
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QuickBooks Subscription
+ Set-up
When it comes to your books, details matter. Through our QuickStart Package, you receive the first month QuickBooks Subscription free, Chart of accounts, automation options, mileage/expense tracking, invoice set-up, AP/AR setup and customer-friendly payment options. Our experts ensure your books work for you so you can work on your business.
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Individual
Training
Sessions
After we get your QuickBooks account set up, we'll teach you how to use it! Through individual training sessions, we provide support to business owners and help them navigate issues as they arise. For more information on our Signature QuickStart Package, give us a call or submit an inquiry below!
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ODDO FINANCIAL SERVICES