Our Services
Accounting & Bookkeeping Services
Accurate categorization of income and expenses, bank reconciliations, and ledger maintenance.
Generation of P&L, balance sheet, and cash flow reports directly from Odoo, with customized dashboards.
Automation and reconciliation of vendor payments and customer invoices.
Real-time valuation and accounting for inventory changes using Odoo’s modules.
Tracking of capital assets and automatic posting of depreciation.
Taxation Services
Federal and state tax return preparation for businesses and self-employed clients.
Automated tax rules in Odoo, with Nexus-based filings, especially for multi-state or eCommerce clients.
Communicating on behalf of clients during IRS audits or inquiries.
Minimizing liability with quarterly planning and custom strategies.
Year-end reporting and compliance, integrated with payroll modules.
Financial Planning & Advisory
- Cash Flow Forecasting
Predictive models using Odoo data to help plan for growth or economic changes. - Budgeting & Variance Analysis
Track performance against budgets and highlight cost-saving opportunities. - Break-Even & Profitability Analysis
Ideal for startups and growing businesses aiming to scale efficiently. - Grant & Loan Application Support
Financial statements, business plans, and projections tailored for funding or SBA loans. - Startup Advisory & Entity Structuring
Guidance on LLC vs. S-Corp, chart of accounts setup, and best practices for new businesses.
Payroll & HR Accounting
- Payroll Setup & Integration
Syncing payroll software or modules (e.g., Odoo Payroll, Gusto, ADP) with accounting workflows. - Employee Benefit & Tax Reporting
Including 401(k), HSA, and insurance reporting within your accounting system. - Timesheet & Expense Reimbursements
Integrated tracking and approval flows via Odoo or third-party tools.
ERP Customization & Process Automation
- Custom Accounting Module Development
Build tailored reports, dashboards, or workflows for industry-specific needs. - API Integrations
Connect Odoo with banks, Stripe, PayPal, QuickBooks, or payroll providers. - Audit Trail & Compliance Tracking
Automate internal controls and documentation for audits or financial reviews.
Streamline and optimize your business accounting with Odoo ERP — achieve efficiency, accuracy, and real-time financial control with Pivot Aide’s expert solutions
We specialize in helping businesses get the most out of Odoo ERP. Whether you’re just getting started or have already implemented Odoo but need expert support, our team is here to optimize your accounting workflows and unlock the platform’s full potential.
New to Odoo?
We’ll guide you through a smooth setup — from initial configuration and module selection to staff training and ongoing support. Our tailored approach ensures your accounting system is built to support your business goals from day one.
Already Using Odoo?
If you’re struggling with accounting integrations, payroll setup, bank reconciliation, or need custom features — we’ve got you covered. We offer:
- Odoo Accounting Setup & Cleanup
- Payroll Integration & Automation
- Bank Reconciliations & Real-Time Reporting
- Custom Modules & Dashboards
- Tax Preparation Assistance & Audit Support
Our consultants bring deep expertise and a hands-on approach to help you resolve bottlenecks, improve accuracy, and ensure compliance — just in time for tax season and beyond.
Business Formation
Start Strong with Our Business Formation Services Launching your business should feel exciting — not overwhelming.
At Pivot Aide Consulting, we take the guesswork out of setting up your business legally and strategically.
From choosing the right business structure to ensuring compliance with federal and state requirements, our experts handle every step so you can focus on growth.
Why Proper Business Registration Matters
✔️ Legal Protection
Separate your personal assets from your company’s liabilities, and protect yourself from unnecessary risks.
✔️ Tax Advantages
The right structure unlocks deductions, credits, and other benefits that save you money from day one.
✔️ Credibility & Growth
A properly formed entity builds trust with clients, partners, and investors — opening doors to funding, contracts, and more.
✔️ Compliance Made Simple
Stay on the right side of the law with expert guidance on permits, licenses, EINs, and state-specific filings.
Our Proven Formation Process
Working with Pivot Aide means you get a dedicated partner who makes it simple:
We begin with a one-on-one session to understand your goals, business type, and long-term vision.
Our consultants recommend the best-fit structure — LLC, Corporation, S-Corp, or Partnership — to protect you and maximize benefits.
We check for name availability and reserve it to secure your brand identity.
From drafting Articles of Incorporation to applying for your EIN and other required registrations, we handle it all accurately and on time.
You receive a tailored compliance checklist for ongoing federal and state requirements — so you never miss a deadline.
Have questions or plans to grow? We’re here for you with continuous advisory and consulting.
Start Your Business the Right Way
Every detail counts when it comes to business formation. Let Pivot Aide Consulting handle the complexity — so you can launch with confidence, protect your assets, and plan for long-term success.