A GLOBAL CAPABILITY CENTER, BUILT AROUND YOU

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.

Book a 20-min call → View pricing See how it works
Plans from $750/mo · Start · Scale · Grow · Enterprise · No long-term contracts · Onboard in weeks, not months
US-INCORPORATED & US-LED US GAAP TRAINED 30-DAY MONEY-BACK BANK-LEVEL DATA SECURITY A 4-HOUR JOB → 40 MINUTES IRS §7216 COMPLIANT MULTI-MILLION LIABILITY COVER
PRAXA · LIVE CELIA · ONLINE
Time to hire
Days → not months
Celia AI lift
38% / workload
Visibility
24/7 Praxa live
Capacity
+6 seats live
Month-end pipeline — on track
96%
Reconciliations
82%
Celia review pass
64%
Partner sign-off
Certified across the stack you already run
QuickBooksXeroNetSuiteBill.comZohoPower BIProConnectDrakeProSeriesLacerteCCHTaxActTaxWiseATXTaxSlayer
BY THE NUMBERS

Trusted by modern firms.

350+
Accounting firms
50,000+
Tax returns filed
300+
US-trained professionals
6,000+
Accounting clients
60+
Industry niches
1M+
Monthly closes delivered
BEHIND EVERY SUCCESSFUL FIRM

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.

01 · THE INDUSTRY

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.

02 · THE OPERATIONS

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.

03 · THE OWNER'S VISION

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.

04 · THE SOURCE DATA

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.

WHO IT'S FOR

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.

Build your practice and client industry niche with us
CPA & ACCOUNTING FIRMS

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.

TAX-HEAVY FIRMS

Volume without burnout

March shouldn't cost you your best people. Documents gathered, returns prepared and reviewed — delivered through your own tax software.

FRACTIONAL CFOs

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.

SAAS COMPANIES

Diligence-ready books

Raise-ready before the term sheet arrives. Revenue by stream, deferred revenue tracked, MRR reported monthly — on whatever you already run.

HEALTHCARE PRACTICES

Insurance-aware bookkeeping

Your books should understand payers. Insurance vs. patient-pay, multi-location consolidation, AR worked weekly — built for how healthcare gets paid.

SMALL & MEDIUM BUSINESS

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.

PE & PORTFOLIO COMPANIES

One standard, every entity

Eight portfolio companies, one financial truth. Standardized reporting across every entity, staffed diligence when you're acquiring.

NICHE IS THE NEW BLACK

60+ niches served

Construction, real estate, e-commerce, law, logistics… if it has books, we've probably closed them.

Find your fit →
THE PROBLEM

Your firm is capped by capacity, not by demand.

01

“We said no to good clients this year — not for lack of demand. For lack of hands.”

02

“Every hire takes months, and the good ones are gone before the second interview.”

03

“My best people spend their evenings on prep work a trained team should be doing.”

04

“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.

WHAT WE DELIVER

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.

SERVICE LINE 01 · ACCOUNTING

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

SERVICE LINE 02 · TAX

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

SERVICE LINE 03 · FP&A

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

See full pricing →Match a lane to your business
FROM THE FOUNDER

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 →
20+
Years in accounting
10+
Years building CLOUDIT
LEADERSHIP · US-LED. CPA-BUILT.

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 MazumdarSam MazumdarFounder & CEO

The visionary redefining accounting through AI, automation, and global talent.

Read full bio
Ashish Jindal (Andrew)Ashish Jindal (Andrew)Co-Founder & COO

The heart of our back-office operations, scaling CLOUDIT to new heights.

Read full bio
Daniel Guarin, EA, CTC, MSTDaniel Guarin, EA, CTC, MSTAdvisory Board, F&A

Our go-to specialist on regulatory compliance and firm best practices.

Read full bio
Martin D. Eisenstein, Esq.Martin D. Eisenstein, Esq.Advisory Board, M&A

CPA, Attorney, and mastermind behind accounting mergers and acquisitions.

Read full bio
Chris R. Whalen, CPAChris R. Whalen, CPAAdvisory Board, Tax

Trusted CPA, published author, and Fox TV regular making tax feel simple.

Read full bio
Tracey Ann Gordineer, EATracey Ann Gordineer, EAAdvisory Board, Business Growth

Our 'Financial Compass' guiding clients through life's biggest financial decisions.

Read full bio
Steve LottSteve LottAdvisory Board, Market Research

'The Finance Guy', a fractional CFO who makes numbers make sense.

Read full bio
CocoCocoCHO, Chief Happiness Officer

Head of morale, tail-wagging, and unscheduled office visits.

CLIENT SPEAKS · real client words

Firms like yours, in their own words.

“Could not have better people working with us. Everyone at CLOUDIT is top-notch — every member of their team genuinely cares about the success of my firm.”
Chris · Partner, top NY CPA firm
“We have recently thrown a lot at them and they are handling it well. The turnaround is quick, the team is very reliable, and I'm glad they are on our team.”
Garrick · Owner, midsize firm, Chicago
“Your work ethic is admirable — we couldn't have managed the rising work volume and growth without you guys!”
Theo · Founder, major CPA firm, LA
CLIENT STORIES · ON CAMERA
Client storyHow a growing CPA firm scaled capacity without hiring
Client storyClosing books faster with embedded AI + trained staff
Client storyFrom tax-season overflow to a modern, elastic practice
Read more client stories →
CASE STUDIES · REAL ENGAGEMENTS, REAL NUMBERS

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.

SaaS · Finance Function

Modernizing the Finance Function

60–80 hrsfinance time saved, every month

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 Close

Transforming Month-End Accounting

80+ hrsof leadership time redirected each month

End-to-end close ownership across multiple entities, 100+ standardized review procedures, leadership freed for advisory.

Download PDF ↓ SaaS · Bookkeeping & Admin

Stabilizing Operations in 15 Days

15 daystransition, zero disruption

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 Story

More Than Bookkeeping

Anxiety → Confidencea story of transformation

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

GET STARTED

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.

Book a 20-min call → See pricing

Not ready to talk? Read what clients say →

WHO IT'S FOR

Find the business that sounds like yours.

CLOUDIT isn't a menu of services — it's a capability center that reshapes itself around what your specific business needs. Pick the one that's you.

Build your practice and client industry niche with us
For CPA & accounting firms

Stop turning down work you should be winning

Your bottleneck is capacity, not demand. CLOUDIT embeds bookkeeping, tax, and FP&A staff — or Praxa and Celia directly — into the workflow you already run, so partners spend their time reviewing judgment calls, not chasing reconciliations.

TechnologySupporting

White-label Praxa + Celia as your own firm's edge — bookkeeping, tax workpapers, and FP&A dashboards, automated.

ExpertsPrimary

Bookkeepers, tax preparers, and FP&A analysts embedded in your tools, managed on our side.

Both togetherThe CLOUDIT way

Celia does the first pass on every engagement; your embedded professional reviews, resolves, and signs off.

  • ✓ Take on tax-season volume without a hiring cycle
  • ✓ Free senior CPAs from prep to focus on advisory
  • ✓ Offer Fractional CFO services without adding headcount
The questions firm partners actually ask
Will my clients know it isn’t my in-house team?
Only if you tell them. We work white-label — your firm’s brand, your workflow, NDAs all the way down.
How fast can a seat start?
Days, not months: discovery call → role match from our bench → onboarded into your tools inside 1–2 weeks, even mid-season.
What about IRS §7216?
Our consent-and-disclosure workflow is built for it — the documentation exists before anyone asks for it.
350+
Accounting firms already run their back office on CLOUDIT
BEST FOR
Firms from solo practitioners to 50-person practices who need elastic capacity, not another fixed hire.
For tax-heavy firms

Season after season, without the staffing scramble

A tax practice lives and dies by throughput. CLOUDIT runs the full pipeline behind your signers — documents gathered, missing items tracked and chased, returns prepared with technology and AI, reviewed for quality, and delivered through your preferred tax software.

TechnologySupporting

Workflow automation in Praxa: document collection, missing-information tracking, AI-assisted preparation, and status you can see per return.

ExpertsPrimary

Trained preparers and dedicated reviewers, certified across the platforms you already use, elastic for the season.

Both togetherThe CLOUDIT way

Celia gathers and flags; preparers complete; reviewers QC — and only then does a return reach your signer.

  • ✓ 1040, 1120, 1120S, 1065 & state returns — across 15+ platforms (Drake, ProConnect, UltraTax, Lacerte, CCH…)
  • ✓ Document gathering & missing-info follow-up handled for you, tracked in Praxa
  • ✓ Surge seats January–April, elastic back down in May — no fixed hires
  • ✓ IRS §7216-compliant consent and disclosure, end to end
The questions tax partners actually ask
Do we have to switch tax software?
No — we deliver through your preferred platform. Our preparers are certified across 15+ of them.
Who chases missing client documents?
We do — a tracked missing-items list with automated follow-ups, visible to you in Praxa at every step.
Can you handle review, or only prep?
Both. Every return passes a preparer and a separate reviewer before it ever reaches your signer.
50,000+
Tax returns filed through CLOUDIT teams
BEST FOR
Tax-heavy practices that need season throughput — high volume, zero missed deadlines, no permanent headcount.
For fractional CFOs & advisory firms

Take on more clients without hiring your own analyst

You own the relationship and the judgment calls. Praxa's Fractional CFO Suite and an embedded FP&A analyst do the modeling, the dashboard, and the board pack — every month, under your name.

TechnologySupporting

Praxa auto-builds the KPI dashboard, cash outlook, and forecast from your client's connected books.

ExpertsPrimary

A dedicated FP&A analyst preps the model and the narrative before every client review.

Both togetherThe CLOUDIT way

Praxa refreshes the model every close; you review it with the client and own what it recommends.

  • ✓ White-labeled reporting under your own brand
  • ✓ Board & investor-grade packs, every month — every spend correlated with its purpose, every revenue given its meaning against forecast
  • ✓ Investor-ready financial decks for fundraising, sale, or PE acquisition — your CFO fronts the investors, our team builds everything behind
  • ✓ Cross-department coordination — the right questions asked of the right department heads, so the numbers carry the story
The questions fractional CFOs actually ask
Whose name is on the deliverables?
Yours. Packs, dashboards, and models carry your brand — wholesale pricing stays between us.
What if a client outgrows the monthly pack?
Escalate to a named analyst or full fractional-CFO support without switching platforms or re-onboarding the client.
Do I have to commit to volume?
No — start with one client at $900/month wholesale and add client by client.
3×
More client capacity, without adding an analyst to your own payroll
BEST FOR
Independent fractional CFOs and boutique advisory practices ready to grow their client book without growing their own headcount.
For SaaS companies

Investor-grade books, built on whatever you already run

Revenue recognized correctly by stream, deferred revenue tracked, MRR and cash reported monthly — so when a diligence team asks, the answer is already documented, not assembled under deadline.

TechnologySupporting

Praxa class-tags revenue by stream and rolls the deferred revenue schedule automatically from your billing system.

ExpertsPrimary

A named fractional CFO and controller close your books and own the investor conversation.

Both togetherThe CLOUDIT way

Praxa builds the revenue schedule and KPI dashboard; your CFO-level lead reviews and presents it.

  • ✓ Revenue recognized by stream (ASC 606), reconciled to billing
  • ✓ MRR bridge, deferred revenue, cash runway — monthly
  • ✓ Diligence-ready books before your first raise conversation
The questions founders actually ask
Do we have to change software?
No — we work on the QuickBooks, Xero, or NetSuite you already run, reconciled to Stripe or your billing system.
Is revenue recognized properly (ASC 606)?
Yes — by stream, with deferred revenue schedules that tie to the balance sheet, the way a diligence team will test it.
What does this cost next to hiring a controller?
A fraction — a named team from $750/month versus a $98K+ fully-loaded analyst, with zero hiring risk.
10 BD
Business-day close, every month, on the platform you already use
BEST FOR
Pre-seed to Series A SaaS founders who need a real finance function without a full-time hire.
For healthcare practices & organizations

Books that understand how healthcare gets paid

Insurance reimbursement timing, multi-location consolidation, and practice-owner tax planning are not generic bookkeeping problems — they need a team that's handled them before.

TechnologySupporting

Praxa keeps multi-location numbers reconciled and visible in one place, even across separate entities.

ExpertsPrimary

A bookkeeper or controller who separates insurance collections from patient-pay correctly, every close.

Both togetherThe CLOUDIT way

Celia flags reconciliation exceptions; your CLOUDIT accountant resolves them against payer detail.

  • ✓ Insurance vs. patient-pay collections tracked separately
  • ✓ Multi-location consolidation for group practices
  • ✓ Practice-owner tax planning (entity structure, retirement)
The questions practice owners actually ask
Do you need access to patient data?
No — we work on financial data only. PHI never enters the bookkeeping workflow.
Can you handle multiple locations and entities?
Yes — one chart of accounts, per-location P&Ls, consolidated monthly, closed by business day 10.
Do you understand insurance timing?
Insurance and patient-pay are tracked separately, and AR is worked weekly by payer bucket.
60+
Industry niches served, healthcare included
BEST FOR
Medical, dental, and health-services groups who need benchmarks built for healthcare, not generic retail comps.
For small & medium businesses

Stop dreading your own bookkeeping software

You didn't start a business to become a bookkeeper. A dedicated professional handles the day-to-day; you get a plain-English monthly picture instead of a login you're afraid to open.

TechnologySupporting

Celia chases receipts, categorizes transactions, and reconciles automatically between visits from your bookkeeper.

ExpertsPrimary

A dedicated bookkeeper or virtual assistant for books, admin, scheduling, and document chasing.

Both togetherThe CLOUDIT way

Celia keeps things current day to day; your bookkeeper closes the month and explains it in plain English.

  • ✓ Monthly close & a P&L you can actually read
  • ✓ Tax-ready books — no year-end scramble
  • ✓ Start at a few hours a month, scale as you grow
The questions owners actually ask
What’s the minimum commitment?
40 hours a month (the Start plan, $750/mo) — no annual contract, flex down or cancel with notice.
Do I get one person or a rotating cast?
A named, dedicated bookkeeper backed by a covered bench — the same person, every month.
I’m months behind on my books — how bad is catch-up?
A one-time scoped transition ($2,000–$6,000) brings you current; then the monthly rhythm takes over.
40 hrs
The Start plan begins here — no annual contract required
BEST FOR
Owner-operators who need to get the books off their own plate without hiring a full-time controller.
For PE firms & portfolio companies

One finance function, standardized across the portfolio

Roll-ups and add-on acquisitions live or die on whether every entity reports the same way. CLOUDIT standardizes the chart of accounts and monthly close across your portfolio, and staffs up fast when a deal needs diligence support.

TechnologySupporting

Praxa gives the deal team one consolidated, comparable view across every portfolio company.

ExpertsPrimary

Controllers and accountants stand up a consistent finance function inside each newly acquired company.

Both togetherThe CLOUDIT way

Praxa holds the standardized reporting template; our staff run the close inside each entity to it.

  • ✓ One standardized reporting format, every portfolio company — reconciled and reported back to your investors on a recurring basis
  • ✓ Functional specialists staffed to each portco's volume mix — AP, AR, R2R, O2C (AP may be 40% of the work at one company, 10% at another)
  • ✓ OCR-driven vendor-bill capture where AP is heavy; AI consolidations across portfolios and franchises
  • ✓ Month-end, reconciliations, add-backs & EBITDA calculations, compliance, and bank due diligence
  • ✓ Post-close, 90-day finance function stand-up
The questions deal teams actually ask
How fast can a new acquisition be standardized?
Finance function stood up to the portfolio template within 90 days of close.
Can you surge for diligence?
Yes — controller- to CFO-level hours in pre-approved blocks, on a call’s notice.
One reporting view across the portfolio?
One chart of accounts, one close calendar, one consolidated Praxa view over every entity.
90-day
Finance-function stand-up after a close — standardized, not improvised
BEST FOR
PE firms running roll-ups or add-on acquisitions who need every entity reporting the same way, fast.
HOW IT WORKS

No black boxes. No surprises.

Working with CLOUDIT is deliberately simple: three steps to deploy, four pillars underneath. One workflow — nothing handed off manually. No new software. No IT project. No hiring cycle.

DEPLOYING CLOUDIT

Three steps. That's the whole project.

1

Tell us what you need

A free 30-minute scoping call. NDA signed before any detail changes hands. We map your workflow, software stack, and the role you're missing — and match from our bench, not a job posting.

Your effort: one call
2

We onboard into your tools

You keep your software, your logins, your process. Access is granted named-user and least-privilege, credentials vaulted — then your professional and Praxa go live inside 1–2 weeks.

Your effort: grant access
3

You review. We deliver.

Celia takes the first pass, your CLOUDIT team does the work, you see status live in Praxa and sign off on judgment calls. Close lands by business day 10. Scale seats up or down any month.

Your effort: ~90 min / month
Security from day zero: NDA before data · named-user, least-privilege access · vaulted credentials · IRS §7216-aware workflows · multi-million liability cover. Full detail under 03 · Security below.
THE CLOUDIT LOOP · WHY IT WORKS

One loop, every engagement.

This is the machine behind the promise: AI does the first pass, professionals make every call, and each cycle teaches Celia your SOPs — so the loop gets faster every month. That's exactly where AI stands out.

CLOUDIT EXPERTS — ON THE LOOP
PRAXA — IN THE LOOP

Collect

Documents, feeds & client questions arrive; Celia chases whatever's missing.

Celia

First pass

Categorized, drafted, reconciled — exceptions flagged before anyone asks.

Celia

Resolve

Your embedded professional reviews, fixes, and completes the work.

Your team

Sign-off

Reviewer QC, then partner approval — nothing ships unseen.

Your team

Delivered

The close, the return, or the pack — on time, in your own tools.

Output
⟳ CELIA LEARNS YOUR SOPs — EVERY CYCLE GETS FASTER
Post delivery

The output ships. The questions don't.

Clients keep asking — how did we do last month, why is payroll up, where did the margin go? Celia answers instantly from the closed books, with sources, and flags advisory opportunities to your team. Included in every engagement — never billed by the hour.

✦
CeliaYour AI assistant · always on
Online · sources on
JUL 8 · 9:42 AM
How did June look compared to May?
✦
June closed at $412K revenue (+6%) with a 38% gross margin. Net income came in at $54K — up 9% vs. May, driven mainly by stronger service revenue.
Source · June close pack, p.2Answered in 2s
Why is payroll higher this month?
✦
Payroll was up $18K: June had three pay periods, and two new hires started on June 3. It normalizes in July — no action needed.
✓ Variance note added to your reporting pack
✦
Ask Celia anything about your numbers…
A 4-HOUR JOB → 40 MINUTES 82% CELIA FIRST-PASS ACCEPTANCE 100% HUMAN-SIGNED, ALWAYS

One platform. One AI. Four capabilities.

Praxa runs the practice, Celia runs the first pass — four capabilities, built for accounting and financial services.

Intelligent Practice Management

Praxa brings the entire practice into one intelligent platform — CRM, onboarding, engagements, workflow, document management, task tracking, billing, and team collaboration. Every process connected, automated, and visible in real time.

Private Enterprise AI

Celia runs on a purpose-built, secure LLM architecture — complete tenant isolation, enterprise-grade encryption, role-based access. Confidential client data is never exposed to public AI models.

Firm Knowledge Intelligence

Multi-tenant RAG connects QuickBooks, Xero, CCH, UltraTax, SharePoint, Microsoft 365, emails, SOPs and client documents into one searchable intelligence layer — contextual, firm-specific answers, instantly.

Adaptive AI Reasoning

Celia selects the optimal AI model and reasoning strategy for every task — from bookkeeping and tax research to reporting and client communication — delivering faster, more accurate outcomes.

Where human expertise meets enterprise AI. Human Capital + AI — Praxa as the intelligent operating system, Celia as the secure AI engine, and CLOUDIT professionals making every judgment call. AI assists. Professionals deliver.

The people behind the platform

300+ US-trained professionals — tax preparers, bookkeepers, FP&A analysts, and virtual assistants — working inside Praxa, reviewed by senior US leadership.

Trained for U.S. work

Every professional is trained for U.S. accounting standards and your firm's software stack — not general back-office work.

Matched, not assigned

Role-matched in a discovery call and onboarded into your tools — your software, your SOPs, your naming conventions.

Managed on our side

Performance-managed by CLOUDIT with weekly visibility in Praxa — senior US leadership reviews every engagement.

Backed by a bench

Full-time employees on our payroll — engage on 1099 or W2 — with a covered bench so your close is never late.

Certified across your stack: QuickBooks, Xero, Bill.com, Zoho, NetSuite, Power BI, ProConnect, Drake, ProSeries, Lacerte, CCH, TaxAct, TaxWise, ATX & TaxSlayer — available on every plan, Start to Enterprise, from our Gurugram Global Capability Center overlapping U.S. business hours.

Security that reads like an audit file

The same four disciplines on every engagement — in place before anyone touches a client file.

Least-privilege access

Named-user, role-based access on every system — credentials vaulted, reviewed quarterly, NDA obligations signed individually by every professional.

Encrypted & monitored

End-to-end encryption in transit and at rest, continuous monitoring, a documented incident-response plan, and security-reviewed vendors only.

Insured & verified

Multi-million dollar professional liability cover — plus background, education, employment-history and government-ID checks on every professional.

Compliance-ready

WISP best practices including IRS §7216, US-incorporated and US-operated, on Microsoft-certified cloud infrastructure with an audited operational framework.

Business continuity: every role is backed by a documented process and a covered bench — a professional being unavailable never means your close is late.

▲

Capacity

Scale up for tax season, dial back after. No fixed commitments, flex hours down anytime, switch to a tax pro when you need one.

Indemnity

Every engagement is backed by CLOUDIT's quality guarantee — if a deliverable doesn't meet the agreed standard, we make it right at our cost, not yours.

Virtual Capability Centre

Not a vendor relationship — an extension of your own office. Dedicated seats, direct access, a Gurugram back-office that feels like yours.

↗

Expansion

Start with one role. Add service lines and headcount as you grow — from solo practitioners to 50-person firms — without renegotiating from scratch.

INTRODUCING PRAXA

The AI-powered operating system for modern accounting firms.

Running an accounting practice shouldn't require juggling ten different applications, disconnected spreadsheets, and endless manual reviews. Praxa brings your entire practice together into one intelligent platform — managing every stage of the client journey, from onboarding to bookkeeping, financial reporting, tax compliance, advisory, billing, and ongoing client communication.

Powered by Celia, your AI accounting assistant, Praxa doesn't simply organize work — it helps complete it faster, more accurately, and with greater consistency. Whether you manage 50 clients or 5,000, Praxa enables your firm to scale without compromising quality.

Praxa Firm Console — firm overview with Celia, your AI assistant
ONE PLATFORM · EVERY WORKFLOW

Every operational and client-facing function your firm needs.

CLIENT ACCOUNTING
  • ✓ AI-assisted bookkeeping
  • ✓ Bank reconciliations
  • ✓ Month-end close
  • ✓ Financial statement preparation
  • ✓ Multi-entity accounting & consolidations
  • ✓ General ledger management
AI REVIEW & QUALITY ASSURANCE

Every deliverable passes through Celia's intelligent review engine before reaching your team.

  • ✓ Transaction anomaly detection
  • ✓ Missing documentation alerts
  • ✓ Coding recommendations & variance analysis
  • ✓ Financial consistency & compliance checks
  • ✓ Review workflows & risk flagging
TAX & COMPLIANCE

Manage the complete tax lifecycle.

  • ✓ Individual & business tax preparation
  • ✓ Workpaper management & document collection
  • ✓ Tax notices & extension management
  • ✓ Filing workflow & compliance calendar
  • ✓ Client approvals
FRACTIONAL CFO SUITE

Everything required to deliver advisory services.

  • ✓ Cash flow forecasting & budgeting
  • ✓ Scenario planning & forecast models
  • ✓ KPI dashboards & board reporting
  • ✓ Financial planning & analysis
  • ✓ Executive insights & business health scoring
BILL MANAGEMENT

Complete AP & AR automation.

  • ✓ Vendor management & invoice processing
  • ✓ Approval workflows & payment tracking
  • ✓ Collections
  • ✓ Client invoicing & recurring billing
PRACTICE MANAGEMENT

Run your entire firm from one workspace.

  • ✓ Client CRM & workflow automation
  • ✓ Project, task & team collaboration
  • ✓ Capacity planning & resource allocation
  • ✓ Time tracking
CONNECTED ECOSYSTEM · PRAXA CONNECTS WITH THE SOFTWARE YOUR CLIENTS ALREADY USE
Accounting softwareCRM platformsPOS systemsPayrollBankingPayment processorsE-commerceDocument managementKnowledge bases Accounting softwareCRM platformsPOS systemsPayrollBankingPayment processorsE-commerceDocument managementKnowledge bases
MEET CELIA

Your AI accounting assistant.

Celia works alongside every member of your firm — from bookkeepers and accountants to controllers, tax professionals, and Fractional CFOs. Instead of replacing professionals, Celia amplifies them by eliminating repetitive work and providing intelligent recommendations in real time.

  • ✓ Categorize transactions automatically
  • ✓ Prepare reconciliations
  • ✓ Review financial statements
  • ✓ Detect unusual transactions
  • ✓ Draft client responses
  • ✓ Generate management reports
  • ✓ Build financial forecasts
  • ✓ Analyze KPIs
  • ✓ Answer accounting questions
  • ✓ Surface client risks before they become problems
  • ✓ Assist with tax preparation
  • ✓ Produce advisory insights
  • ✓ Learn your firm's SOPs and workflows
BUILT FOR FIRMS · VALUABLE FOR CLIENTS

Every improvement inside your practice creates a better experience for your clients.

  • ✓ Faster month-end closes
  • ✓ Real-time financial visibility
  • ✓ Better cash flow decisions
  • ✓ AI-powered business insights
  • ✓ Improved tax readiness
  • ✓ Fewer accounting errors
  • ✓ Continuous financial monitoring
  • ✓ Stronger communication
  • ✓ A single secure collaboration portal
  • ✓ More strategic advisory throughout the year

AI assists. Professionals deliver. The speed of AI. The judgment of experienced accounting professionals. Celia accelerates the work, your firm owns the relationship, your professionals deliver the outcome.

FOR ACCOUNTING FIRMS & CPAs

Let's talk about your firm.

Book a 30-minute call. We'll walk you through Praxa and Celia, talk through your workflow, and show you whether CLOUDIT is a fit. No pressure. No pitch deck.

Book a demo → See pricing
PRICING

Priced by delivery mode, not by guesswork.

Every engagement starts with a free scoping call. The ranges below are a starting point — final pricing depends on volume, complexity, and the mix of technology and experts you choose.

FOUR PLANS · EVERY FINANCE & ACCOUNTING DELIVERABLE

Every plan covers the full menu of finance & accounting deliverables — bookkeeping, accounting, tax, FP&A and fractional CFO services — across every industry type. Delivered through technology, reviewed by human experts.

Start
$750/mo
40 hours a month · one specified skill
  • ✓ One workflow handled end-to-end — bookkeeping, tax prep, or reconciliations
  • ✓ Praxa + Celia included
  • ✓ Human-reviewed before anything ships
  • ✓ Plain-English monthly reporting pack
  • ✓ Monthly — pause or cancel anytime
  • ✓ 30-day money-back on your first engagement
Scale
$1,400/mo
80 hours a month · steady part-time role
  • ✓ A part-time professional in the skill you specify
  • ✓ Multiple workflows — close, AR/AP, payroll postings
  • ✓ Controller oversight included
  • ✓ Praxa + Celia included
  • ✓ Named manager & weekly status
  • ✓ Flex hours up or down, month to month
Grow
$2,600/mo
A full-time employee · specified skill
  • ✓ A dedicated full-time employee — bookkeeping, accounting, tax, or FP&A
  • ✓ Reviewer QC on every deliverable
  • ✓ Scale seats up or down monthly
  • ✓ Pods across service lines — accounting, tax, FP&A, CFO support
  • ✓ White-label delivery under your firm's brand
  • ✓ SLAs, security review, named engagement manager
Enterprise
Custom
Loan Staffing · dedicated teams at volume
  • ✓ Loan Staffing — dedicated full-time employees on 12-month terms, exclusively yours
  • ✓ Best per-hour economics at volume — multi-seat teams across every service line
  • ✓ Your employees, on our payroll — no benefits, severance, or overhead on your books
  • ✓ White-glove pod onboarding — a full team stood up in weeks
  • ✓ Hourly, project-based, or skill-based commercial models
EVERY PLAN AVAILABLE HOURLY · PROJECT-BASED · SKILL-BASED  —  FREE SCOPING CALL · ONBOARD IN WEEKS
ADD-ONS
ItemRateNotes
Overflow / diligence hours$95–$150/hrController-level to CFO-level, pre-approved blocks
Tax season surge staffingPlan rate + 15–25%Jan–Apr, elastic up and back down
Transition / onboarding$2,000–$6,000One-time, scoped to what's being taken over
INCLUDED IN EVERY ENGAGEMENT · NO EXTRA CHARGE
  • ✓ Performance management on our side — plus a covered bench if someone is out
  • ✓ Praxa visibility & Celia — live status, AI first-pass on every deliverable
  • ✓ Quality guarantee — below standard, we make it right at our cost
  • ✓ 30-day money-back — on every new engagement, no questions asked
  • ✓ No recruiting or replacement fees — re-matching from the bench is free
  • ✓ Named manager & weekly status — a person accountable to you, every week
EVERY PRICING QUESTION, ANSWERED
Is there a long-term contract?
Start, Scale and Grow are monthly — scale, pause, or cancel with 30 days' notice. Grow's dedicated 12-month option locks in the best per-hour rate.
What counts toward my hours?
Only productive work, logged in Praxa and visible to you in real time. Management, QC, and bench cover are on us.
Do unused hours roll over?
Yes — unused plan hours roll to the next month (capped at half a plan), so a slow month is never money wasted.
How does billing work?
One monthly invoice in USD, in advance, net 15 — ACH or card. No setup fee beyond the scoped one-time transition.
Can I scale up for tax season and back down?
Yes. Surge seats run January–April at plan rate +15–25%, and flex back down in May with no penalty.
What if the professional isn't the right fit?
We re-match from the bench at no cost — and the 30-day money-back applies if we still haven't earned it.
What does onboarding actually cost?
A one-time $2,000–$6,000, scoped to what's being taken over — it covers access setup, SOP capture, and your first close shadowed end-to-end.
Are there hidden costs?
No recruiting fees, no benefits, no severance, no software seats to buy. The rate on this page is the cost.
Want to see the dollar difference for your firm? Run the savings calculator →
ROADMAP

Fully deployed in 90 days. Not a quarter more.

Our industry talks in quarters and "phase twos." Our promise is different: from first call to a fully running capability center in 90 days — with a written report card at the end, and a clean exit if we haven't earned the next 90.

THE ECONOMICS · WHY 90 DAYS PAYS

Same clients. +60% earning per client by day 90.

Every hour of capacity we add flows straight back into billable delivery — deeper service lines, faster closes, and the advisory conversations your team finally has time for. By the close of the 90-day roadmap, earning per existing client is up 60% — by virtue of capacity increase, not price increases.

100DAY 0
115DAY 30
135DAY 60
+60%160DAY 90
EARNING PER EXISTING CLIENT · INDEXED · DAY 0 = 100
DAY 0–7

Discovery, match & security setup

Free scoping call; NDA signed before any detail changes hands. We map your workflow and stack, match the role from our bench (not a job posting), and set up named-user, least-privilege access with vaulted credentials.

Discovery callRole matchedNDA & access
DAY 8–21

Onboarded into your tools

Your professional embeds in the software you already run — nothing to migrate. Praxa goes live on day one of onboarding, your SOPs are captured, and the first deliverables ship shadowed and double-reviewed.

Praxa liveFirst deliverables
DAY 22–45

First close, first proof

Your first month-end close runs on the calendar. A quality baseline is documented and reviewed with you — this is where trust either builds or doesn't, and we treat it that way. Weekly visibility cadence locks in.

Close #1Quality baseline
DAY 46–75

Full speed

The second close lands by business day 10. Celia is tuned to your SOPs and doing the first pass on everything. Tax-season surge or added service lines get planned now — from evidence, not hope.

BD-10 closeCelia tunedSurge planned
DAY 76–90

The 90-day report card

A written scorecard against your day-0 baseline: turnaround time, quality pass rate, hours returned to partners, cost versus in-house. You decide expansion from numbers — and if we haven't earned the next 90 days, the exit is clean: your data, files, and SOPs leave with you.

Report cardExpansion decision
Backed twice over: the 30-day money-back and our quality guarantee both apply inside the 90 days — the real risk of trying CLOUDIT is about 90 minutes of your time, not 90 days.
See the valuation impact →
FIRM VALUATION

What is your firm worth before and after CLOUDIT?

The market is repricing accounting firms based on how deeply they've adopted AI-driven operations. Enter your annual revenue to see the directional gap.

$250K$25M
Directional estimate, not a formal appraisal. "Before" assumes no AI adoption (1×) — a traditional firm on manual workflows.
Before CLOUDIT
$1.50M
1.0× revenue · no AI adoption
→
After CLOUDIT
$6.75M
4.5× revenue
Estimated valuation increase+$5.25M
Firms adopting AI across operations command 4–5× revenue; firms delivering AI-powered client solutions command up to 20×. Multiples are illustrative, drawn from directional market commentary on AI-adopting practices — not a formal appraisal or guarantee.
SAVINGS CALCULATOR

What would this role cost to hire in-house?

Compare a fully-loaded US in-house hire against CLOUDIT staffing, role by role. Firms typically grow at up to 70% lower cost than building the same roles in-house.

110
Salary benchmarks are illustrative US averages — adjust the role and employee count to your market before quoting a client.
Estimated annual savings
$75,400
In-house annual cost$116,000
CLOUDIT annual cost$40,600
Savings percentage65%
In-house$116,000
CLOUDIT$40,600
Directional estimate based on general US market compensation benchmarks. Actual savings depend on role complexity, region, and delivery mode — confirm on a scoping call.
RESOURCES & CASE STUDIES

Real firms. Real numbers.

Representative client outcomes, real client words, and the guides our team uses with firms every week.

CASE STUDIES · representative outcomes
Scaled without hiring
“We took on 40 new clients this tax season without posting a single job ad.”
+40
Clients added
0
New local hires
11 wk
Time to full capacity
Managing Partner, 18-person CPA firm (Southeast US)
Faster close, embedded AI
“Month-end went from three weeks to eight business days once Celia took the first pass.”
62%
Faster close
96%
Recon pass rate
4
Clients onboarded to Praxa
Director of Client Accounting, regional CAS practice
Tax season, without the chaos
“Flexed from 2 to 8 seats in February, back to 2 by June. Never touched a fixed contract.”
4×
Peak-season capacity
0
Missed filing deadlines
30-day
Money-back used as leverage, never needed
Founder, solo-to-6-person practice (Texas)
CLIENT SPEAKS · real client words, from cloudit-us.com
“Could not have better people working with us. Everyone at CLOUDIT is top-notch — every member of their team genuinely cares about the success of my firm. I highly recommend them.”
Chris · Partner, top NY CPA firm
“The team is doing a fantastic job. We have recently thrown a lot at them and they are handling it well. The turnaround with work is quick, the team is very reliable, and I'm glad they are on our team.”
Garrick · Owner, midsize firm, Chicago
“Your work ethic is admirable — we couldn't have managed the rising work volume and growth without you guys!”
Theo · Founder, major CPA firm, LA
“Thank you for all your efforts, sacrifices, dedication, and all the sleepless nights that went into delivering all the work on time during tax season.”
Diana & Rudy · Partners, top NY CPA firm
“I appreciate the attention to detail on all the accounts, and how the team really owns the transactions. A positive force in all industries.”
Hina · CFO, major real-estate company
“I have a great team working with me! Detail-oriented, diligent, and a great personality. I look forward to continuing to work with them.”
Kendra · The Accounting Lab
RESOURCES
Available
Playbook

The CPA Firm Capacity Playbook

How to diagnose whether your bottleneck is demand or capacity — and what to do about each.

Available
Guide

The SaaS Revenue Recognition Playbook

A worked sample of monthly SaaS-grade reporting built entirely on your existing books — no new software required.

Coming soon
Self-assessment

AI Maturity Self-Assessment

A 10-minute scorecard to see where your firm sits on the valuation curve today.

Coming soon
Checklist

Tax Season Surge Staffing Checklist

What to lock in by December so March never becomes an emergency again.

CONTACT US

Let’s talk about your firm.

Tell us a little about what you need and we’ll get back to you within one business day.

Prefer to talk now?

Book a free 20-minute discovery call — no prep needed.

Book a 20-min call →

Email

info@cloudit-us.com

Phone

+1-917-336-8923

Offices

New York, USA
Global Capability Center: Gurugram, India

LEGAL

Privacy Policy

In effect since January 1, 2018 · CLOUDIT Automation & Accounting Services LLC (“CLOUDIT”, “we”, “us”)

1. Who we are

CLOUDIT Automation & Accounting Services LLC is a New York, USA company operating a Global Capability Center in Gurugram, India. We provide outsourced accounting, FP&A, tax, and staffing services — supported by our AI systems, Praxa and Celia — to CPA firms and businesses. This Privacy Policy explains what information we collect through this website and in the course of providing our services, how we use it, and the choices you have.

2. Information we collect

We collect the following categories of information:

  • Contact information you provide — such as your name, firm or company name, email address, and mobile phone number when you book a discovery call, request a resource, fill out a form, or otherwise contact us.
  • Business and engagement information — details about your firm, service needs, and, once you become a client, the accounting and financial records you entrust to us under our service agreement.
  • Technical information — standard log data such as browser type, device, pages viewed, and approximate location derived from IP address, used to operate and improve this website.

3. How we use your information

  • To respond to your inquiries and schedule discovery calls.
  • To provide, administer, and improve our services.
  • To send you communications you have requested or consented to, including email updates and, where you have opted in, SMS/text messages.
  • To meet our legal, regulatory, and professional obligations.

4. SMS/text messaging & consent

If you provide your mobile phone number and opt in to receive SMS/MMS messages from CLOUDIT (for example, via a webform on this site or a written agreement), you consent to receive text messages from us relating to your inquiry or engagement, such as appointment reminders, service updates, and account notifications.

  • Message frequency varies. Message and data rates may apply.
  • Opt-out: You can opt out at any time by replying STOP to any message. Reply HELP for help, or contact us at info@cloudit-us.com or +1-917-336-8923.
  • Consent to receive text messages is not a condition of purchasing any of our services.
  • Any webform on this site that collects a phone number will include a link to this Privacy Policy.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Mobile phone numbers, SMS opt-in data, and text-messaging consent will not be sold, rented, or shared with any third party for the purpose of marketing.

5. How we share information

We do not sell your personal information. We share information only with:

  • Service providers who help us operate the website and deliver our services (e.g., scheduling, hosting, communications platforms), bound by confidentiality and data-protection obligations. These providers may not use your information for their own marketing.
  • Our own personnel, including our Global Capability Center team, under strict confidentiality and access controls.
  • Legal authorities where required by law, regulation, or legal process.

For clarity: text-messaging originator opt-in data and consent are never shared with, sold to, or transferred to any third party.

6. Your choices & opting out

  • SMS: reply STOP to any text message to stop receiving texts.
  • Email: use the unsubscribe link in any marketing email, or email info@cloudit-us.com.
  • Access, correction, deletion: you may request a copy of, correction to, or deletion of your personal information by emailing info@cloudit-us.com. We will respond consistent with applicable law.

7. Data security & retention

We protect personal information using administrative, technical, and physical safeguards, including access controls, encryption in transit, and confidentiality agreements with all personnel. See our Security & Compliance page for more detail. We retain personal information only as long as needed for the purposes described above or as required by law and professional standards.

8. Children

Our website and services are intended for businesses and are not directed to children under 16. We do not knowingly collect personal information from children.

9. Changes to this policy

We may update this Privacy Policy from time to time. The effective date above reflects the latest revision. Material changes will be posted on this page.

10. Contact us

CLOUDIT Automation & Accounting Services LLC
New York, USA · Global Capability Center: Gurugram, India
Email: info@cloudit-us.com · Phone: +1-917-336-8923

LEGAL

Terms of Service

In effect since January 1, 2018 · These terms govern your use of this website and, where referenced, our services.

1. Acceptance of terms

By accessing or using cloudit-us.com (the “Site”), you agree to these Terms of Service. If you do not agree, please do not use the Site. Client engagements are governed by a separate written service agreement; if there is a conflict, the service agreement controls.

2. Our services

CLOUDIT provides outsourced accounting, FP&A, tax support, and staffing services through a Global Capability Center model, supported by proprietary AI tooling (Praxa and Celia). Content on this Site — including calculators, playbooks, and case studies — is provided for general information only and does not constitute accounting, tax, legal, or investment advice. Calculator outputs (savings and valuation estimates) are illustrative estimates, not guarantees of results.

3. Use of the Site

  • You may use the Site only for lawful purposes and in accordance with these terms.
  • You may not attempt to interfere with the Site's operation, scrape it at scale, misrepresent your identity in forms, or use the Site to transmit malicious code.

4. Communications

By submitting your contact information through the Site, you agree that we may contact you about your inquiry by email or phone. SMS/text messaging is sent only with your consent and is governed by our Privacy Policy, which explains message frequency, rates, and how to opt out (reply STOP).

5. Intellectual property

The Site and its content — including text, design, logos, Praxa and Celia branding, playbooks, and calculators — are owned by CLOUDIT or its licensors and are protected by intellectual-property laws. You may not reproduce or distribute Site content without our prior written consent, except for personal, non-commercial reference.

6. Confidentiality of client data

Client records processed under an engagement are handled per the applicable service agreement and our Security & Compliance practices. Nothing on this Site transfers ownership of your data to us.

7. Disclaimers

The Site is provided “as is” and “as available.” To the fullest extent permitted by law, CLOUDIT disclaims all warranties, express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Site will be uninterrupted or error-free.

8. Limitation of liability

To the fullest extent permitted by law, CLOUDIT will not be liable for any indirect, incidental, consequential, special, or punitive damages arising from your use of the Site. Our total liability arising from use of the Site will not exceed one hundred U.S. dollars (US$100). This section does not limit liability that cannot be limited under applicable law, and does not apply to client engagements, which are governed by their service agreements.

9. Third-party links

The Site may link to third-party services (for example, our scheduling provider). We are not responsible for the content or privacy practices of third-party sites.

10. Governing law

These terms are governed by the laws of the State of New York, USA, without regard to conflict-of-law principles. Any dispute arising from these terms or the Site will be resolved in the state or federal courts located in New York.

11. Changes

We may revise these terms at any time by updating this page. Continued use of the Site after changes are posted constitutes acceptance of the revised terms.

12. Contact

Questions about these terms: info@cloudit-us.com · +1-917-336-8923.

LEGAL

Security & Compliance

How we protect the client records, financial data, and personal information entrusted to us.

1. Our security posture

CLOUDIT operates as an extension of your firm, so we hold ourselves to the same standard of confidentiality and control your clients expect from you. Security is enforced across our U.S. operations and our Global Capability Center in Gurugram, India.

2. Data protection

  • Encryption: data is encrypted in transit (TLS) between you, our systems, and the platforms we work in.
  • Access control: role-based, least-privilege access — team members can access only the client accounts they are assigned to, with unique credentials and multi-factor authentication.
  • Your systems, your data: wherever possible we work inside your existing accounting stack (e.g., your ledger, document, and tax platforms), so your data stays in systems you control and can revoke at any time.

3. Workforce controls

  • All personnel sign confidentiality and non-disclosure agreements before touching any client data.
  • Background verification is performed on hiring, and staff receive recurring security and data-handling training.
  • Delivery-center workstations are managed devices with restrictions on removable media and unauthorized software.

4. AI systems (Praxa & Celia)

Our AI tooling operates under the same access controls as our human team: it processes client data solely to deliver the engaged services. Client data is not used to train models for other customers, and AI outputs are reviewed by qualified accountants before anything reaches your books — no black boxes.

5. Privacy & messaging compliance

  • Personal information is handled per our Privacy Policy.
  • We do not sell personal information. Mobile phone numbers and SMS opt-in/consent data are never shared with or sold to third parties for marketing purposes.
  • SMS programs follow carrier and CTIA guidelines: clear opt-in, STOP/HELP keyword support, and disclosure of message frequency and rates.

6. Business continuity

We maintain redundant connectivity and staffing depth at our delivery center so client deadlines — including tax-season peaks and month-end closes — are met even during local disruptions.

7. Incident response

We maintain an incident-response process covering identification, containment, remediation, and client notification. If an incident affects your data, we will notify you promptly, consistent with our agreements and applicable law.

8. Questions or reports

To report a security concern or request more detail on our controls (including for vendor due-diligence questionnaires), contact info@cloudit-us.com or +1-917-336-8923.