CFO Services for Businesses Using Odoo
Already using Odoo? Now let’s put that data to work.
Odoo tracks everything—sales, expenses, inventory, payroll—but raw data alone doesn’t drive growth. That’s where our CFO team comes in. Straight Talk CPAs turns your numbers into decisions, helping you scale smarter, manage cash better, and plan with confidence.
You don’t need another spreadsheet. You need strategic financial leadership—and a partner who understands how Odoo really works.
Not Just Reporting. Real Financial Strategy.
Most businesses underuse Odoo. They have all the data, but no one to analyze it, forecast it, or guide big-picture planning. That’s the gap we fill.
We help you:
- Understand what your numbers actually mean
- Model growth, headcount, and investments
- Get clarity on profit margins by product, location, or service line
- Improve cash flow and working capital
- Communicate clearly with lenders, investors, or stakeholders
- Make
Odoo part of your growth engine—not just a tracking tool
What’s Included in Odoo CFO Services
Cash Flow Forecasting
We help you project inflows and outflows with real accuracy—so you can plan investments and expenses without guesswork.
Budget Creation & Variance Tracking
We build budgets directly aligned with your Odoo structure and monitor monthly performance to keep your business on target.
Financial Modeling & Scenario Planning
Thinking about launching a new product, hiring, or expanding? We run the numbers and help you compare scenarios in detail.
Monthly or Quarterly KPI Dashboards
We customize key performance indicators inside your
Odoo reporting so you can monitor real metrics, not vanity stats.
Board & Investor Reporting
We prepare reports that speak the language of stakeholders—clean, confident, and backed by real data.
Profitability Analysis
Understand your margins by product, channel, or customer—and make smarter pricing and inventory decisions.
Lender & Grant Readiness
We prepare documentation that gets you approved faster—whether you’re seeking funding, loans, or grants.
- Businesses ready to scale but unsure how to plan for it
- Teams overwhelmed by reports but lacking insights
- Founders who want clarity before hiring, expanding, or investing
- Companies juggling cash flow, debt, and growth opportunities
- Anyone who wants to unlock the
why behind the numbers
Best-Fit Clients for Odoo CFO Services
Client Spotlight: From Uncertainty to Clarity
Client Type: Mid-sized manufacturer using Odoo for end-to-end operations
The Problem:
They had great sales—but never seemed to have cash on hand. They didn’t know which products were profitable or how to fund growth without draining reserves.
What We Did:
- Built a 12-month rolling cash flow model
- Created product-level margin analysis
- Set inventory reorder points based on cash and demand
- Advised on timing for equipment purchases and tax planning
The Outcome:
They grew 38% year over year—without running out of cash. They also secured a $500K line of credit using our financial package.
