Nos références
David Ho Certified Public Accountant (Practising)
🌟 About David Ho Certified Public Accountant (Practicing)David Ho Certified Public Accountant (Practicing) is a professional service firm in Hong Kong providing audit, assurance, and accounting advisory services. Known for precision and client focus, the firm continues to evolve with digital tools that elevate both efficiency and service quality.
🎯 Why David Ho CPA Chose Zubbily & Odoo
Running multiple client engagements in professional services requires discipline, visibility, and financial clarity. David Ho CPA selected Zubbily not just as a technology vendor, but as a partner who can bridge professional service workflows with financial outcomes. Unlike generic IT providers, Zubbily brings both professional service process expertise and corporate finance insights—helping firms like David Ho CPA see the full picture of their engagements from start to finish.
With Odoo, Zubbily implemented a tailored solution that helps the firm:
• Organize and manage audit and accounting engagements as structured projects
• Centralize working papers and knowledge for better collaboration
• Automate expense capture and payroll
• Clearly visualize profitability at the engagement level, turning data into actionable insights
This holistic framework ensures that every engagement is efficiently delivered and profitably managed.
🛠 Odoo Modules Implemented
✅ Project
✅ Sales
✅ Subscription
✅ Knowledge
✅ Expenses
✅ HR & Payroll
💬 David Ho CPA’s Testimonial
"Partnering with Zubbily gave us more than a system upgrade—it gave us a new way to run our practice. With Odoo, we can now manage client engagements end-to-end and keep our working papers organized.
We can instantly see how each engagement contributes to profitability. Zubbily’s understanding of professional service workflows made the transition smooth and practical, giving us the confidence to focus more on clients and less on administration." Finance/Assurance
IMM lnvestment Global Limited
The overseas investment arm of IMM Investment Corp (http://imm.co.kr/).IMM Investment Corp. is a leading investment manager in Korea specializing in buyout, corporate private equity, infrastructure and venture capital investment opportunities with 60+ fully dedicated professionals in 4 offices across 3 countries. As of June 2021, IMM Investment Corp. manages over US $4.7 billions of assets. As its next growth chapter, IMM is strongly pursuing geographic expansion into overseas markets through affiliates to drive future growth of IMM.
Since forming the HK licensed entity in 2019, IMMG is rapidly implementing its rollout plan by executing investments (2019/2020: Texas Express Pipeline, Brazos Midstream), raising new funds (2021: Clean Energy Transition Fund, Nahda Venture Debt Fund), and providing our overseas expertise to select Korean institutions (2020/2021: M&A and capital markets advisory).
IMMG is leveraging its extensive transaction experience in the U.S. market and longstanding relationships with Korean investment managers to serve as the driving force in further penetrating Korean presence into the global investment arena. Finance/Assurance
Kenneth Chau & Associates
Implementing Odoo for a Compliance-Driven Legal PracticeKenneth Chau & Associates is a Hong Kong law firm operating within a highly regulated environment, where both operational workflows and financial management must comply with the requirements set by the Law Society of Hong Kong .
To support their practice, Zubbily implemented a tailored Odoo setup covering Project, Timesheet, Accounting, Analytics, HR & Payroll, as well as Sales and Purchase.
Unlike typical businesses, legal practices require strict handling of client matters, time recording, billing structures, and financial controls. Zubbily worked closely with the firm to align Odoo with these specific operational and compliance requirements, ensuring that workflows, reporting, and internal controls were properly structured from day one.
The result was a smooth and efficient implementation completed within a short timeframe, allowing the firm to enhance visibility across case management, billing, and financial reporting—while maintaining full compliance.
With Odoo implemented by Zubbily, Kenneth Chau & Associates now operates with a more structured and transparent system, supporting both daily practice management and long-term operational discipline. Finance/Assurance
POON & CHEUNG
With over 30 years of excellence, “Poon & Cheung, Solicitors” is a trusted name in Hong Kong’s legal landscape, renowned for delivering tailored and effective solutions to its clients.To further digitalize client service and operational efficiency, Poon & Cheung partnered with Zubbily to implement Odoo’s business management solutions. By integrating Odoo’s CRM, Timesheet, Invoicing, and Knowledge modules, the firm has streamlined critical workflows—from managing client relationships to improving time tracking, billing accuracy, and knowledge sharing. These enhancements enable Poon & Cheung to focus on what matters most: providing exceptional legal services.
With Zubbily’s support and Odoo’s practical tools, Poon & Cheung is taking strategic moves to modernize its operations and enhance its services for the future. Finance/Assurance
