The work behind your books,
returns & reports. Handled.
From collecting source documents to the closed month, the signed return, and the investor-ready deck — CLOUDIT's people, process, technology, and AI run the entire workflow behind your firm, so your team stays on billable, client-facing work. AI powers the process; human experts drive the strategy.
Trusted by modern firms.
Behind every business's accounting, there's a lot to get right.
Serving a client well is not "doing the books." It's four kinds of understanding, applied every single month — and it's exactly where generic outsourcing falls short.
Know the industry
Every industry closes differently — its own reporting, its own chart of accounts, its own month-end rhythm. Dental isn't SaaS isn't construction.
Know how the business runs
Its KPIs, its projects, its jobs. A contractor needs every cost assigned to its contract and work-in-progress valued. Each industry has best practices — we arrive already knowing them.
Know what the owner is building
No two businesses are the same. Reports are how management sees its own performance — so the accounting must reflect the vision, not just the transactions.
Know where the numbers come from
Banks, payroll, billing, CRM, POS, project-management tools — every source connected and reconciled, so the picture is complete, provable, and diligence-ready.
CLOUDIT = People + Process + Technology + AI. A team that knows your industry, a process proven across 350+ firms, technology that fits your stack, and Celia running through all of it. Understand → Connect → Run → Deliver. One workflow — nothing handed off manually, nothing falling between the cracks.
Whatever kind of business you run, we already know it.
CLOUDIT isn't one generic service — it's accounting, FP&A, tax, and staffing shaped around what your specific business actually needs, delivered by people, Praxa + Celia, or both.
Reclaim your capacity
Stop saying no to good clients. Embedded staff and Praxa + Celia inside the workflow you already run — partners review, we do the rest.
Volume without burnout
March shouldn't cost you your best people. Documents gathered, returns prepared and reviewed — delivered through your own tax software.
Take on more clients
Every new client used to mean hiring another analyst. Not anymore — Praxa and our team build the model and the pack; you own the relationship.
Diligence-ready books
Raise-ready before the term sheet arrives. Revenue by stream, deferred revenue tracked, MRR reported monthly — on whatever you already run.
Insurance-aware bookkeeping
Your books should understand payers. Insurance vs. patient-pay, multi-location consolidation, AR worked weekly — built for how healthcare gets paid.
Stop doing your own books
You didn't start a business to do bookkeeping. A dedicated professional, Celia chasing receipts, and a plain-English P&L every month.
One standard, every entity
Eight portfolio companies, one financial truth. Standardized reporting across every entity, staffed diligence when you're acquiring.
60+ niches served
Construction, real estate, e-commerce, law, logistics… if it has books, we've probably closed them.
Your firm is capped by capacity, not by demand.
“We said no to good clients this year — not for lack of demand. For lack of hands.”
“Every hire takes months, and the good ones are gone before the second interview.”
“My best people spend their evenings on prep work a trained team should be doing.”
“Revenue keeps growing. Margins don't. The work scales faster than the profit.”
If two of those sound familiar, you don't have a demand problem — you have a capacity problem. Capacity is exactly what CLOUDIT delivers: trained people, proven process, and AI, working as one team behind yours.
Three service lines. One embedded team.
However your engagement is shaped, the work itself falls into three lanes — each staffed by professionals certified in the software you already run, each with a clear starting price.
Bookkeeping & monthly close
QuickBooks, Xero and NetSuite certified — reconciliations, AP/AR, payroll inputs, and a monthly close that lands by business day 10, with Celia doing the first pass on every file.
DEDICATED BOOKKEEPER FROM $750/MO
Tax preparation & review
1040, 1120, 1120S, 1065 and state returns — preparers certified across Drake, ProConnect, UltraTax, Lacerte, CCH and more. Seasonal surge or year-round seats, IRS §7216 compliant end to end.
SEATS FROM $750/MO · SURGE STAFFING JAN–APR
FP&A & fractional CFO support
Budgets, rolling forecasts, cash outlooks, KPI dashboards, and board- and investor-grade decks — ready for fundraising, sale, or acquisition — so your firm can sell CFO advisory without hiring a $120K analyst.
INCLUDED IN EVERY PLAN · FROM $750/MO
Built by an accountant, for accountants.
Sam Mazumdar has spent two decades inside the accounting profession. For more than 10 years he has led CLOUDIT with one focus: giving firms the capacity, technology, and confidence to serve clients at a level they could never reach alone.
Book a discovery call →Leadership that understands firms from the inside out.
Every client engagement is backed by accomplished CPAs, CFOs, technology innovators, and business leaders with decades of experience across Big Four firms, public accounting, M&A, private equity, tax, advisory, and firm operations.
Sam MazumdarFounder & CEOThe visionary redefining accounting through AI, automation, and global talent.
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Ashish Jindal (Andrew)Co-Founder & COOThe heart of our back-office operations, scaling CLOUDIT to new heights.
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Daniel Guarin, EA, CTC, MSTAdvisory Board, F&AOur go-to specialist on regulatory compliance and firm best practices.
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Martin D. Eisenstein, Esq.Advisory Board, M&ACPA, Attorney, and mastermind behind accounting mergers and acquisitions.
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Chris R. Whalen, CPAAdvisory Board, TaxTrusted CPA, published author, and Fox TV regular making tax feel simple.
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Tracey Ann Gordineer, EAAdvisory Board, Business GrowthOur 'Financial Compass' guiding clients through life's biggest financial decisions.
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Steve LottAdvisory Board, Market Research'The Finance Guy', a fractional CFO who makes numbers make sense.
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CocoCHO, Chief Happiness OfficerHead of morale, tail-wagging, and unscheduled office visits.
Firms like yours, in their own words.
See the work. Download the proof.
Four real engagements — what the client faced, what we delivered, and the numbers afterward. No email gate, no form. Just take them.
Modernizing the Finance Function
Legacy ERP to QuickBooks Online, five years of deferred revenue corrected, two roles absorbed — and the close cut to ~1 week.
Download PDF ↓ Multi-Entity · Month-End CloseTransforming Month-End Accounting
End-to-end close ownership across multiple entities, 100+ standardized review procedures, leadership freed for advisory.
Download PDF ↓ SaaS · Bookkeeping & AdminStabilizing Operations in 15 Days
A 15-year-tenured employee's exit, absorbed without a hiccup — 90% faster follow-ups, backlog fully cleared, close on time.
Download PDF ↓ SMB · Partnership StoryMore Than Bookkeeping
How clean books and honest communication turned financial anxiety into a long-term partnership built on trust.
Download PDF ↓PDF · ONE-PAGE READS · NO EMAIL REQUIRED · SHARE THEM WITH YOUR PARTNERS
Ready to see it on your own books?
A 20-minute call. An NDA before any detail changes hands. A first close inside 45 days — backed by a 30-day money-back and no long-term contract. The risk is 20 minutes of your time.
Not ready to talk? Read what clients say →