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.
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
Month-end pipeline — on track
Certified across the stack you already run
QuickBooksXeroNetSuiteBill.comZohoPower BIProConnectDrakeProSeriesLacerteCCHTaxActTaxWiseATXTaxSlayerQuickBooksXeroNetSuiteBill.comZohoPower BIProConnectDrakeProSeriesLacerteCCHTaxActTaxWiseATXTaxSlayer
BY THE NUMBERS
Trusted by modern firms.
300+
US-trained professionals
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.
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
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 →
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 MazumdarFounder & CEOThe visionary redefining accounting through AI, automation, and global talent.
Read full bio
Ashish Jindal (Andrew)Co-Founder & COOThe heart of our back-office operations, scaling CLOUDIT to new heights.
Read full bio
Daniel Guarin, EA, CTC, MSTAdvisory Board, F&AOur go-to specialist on regulatory compliance and firm best practices.
Read full bio
Martin D. Eisenstein, Esq.Advisory Board, M&ACPA, Attorney, and mastermind behind accounting mergers and acquisitions.
Read full bio
Chris R. Whalen, CPAAdvisory Board, TaxTrusted CPA, published author, and Fox TV regular making tax feel simple.
Read full bio
Tracey Ann Gordineer, EAAdvisory Board, Business GrowthOur 'Financial Compass' guiding clients through life's biggest financial decisions.
Read full bio
Steve LottAdvisory Board, Market Research'The Finance Guy', a fractional CFO who makes numbers make sense.
Read full bio
CocoCHO, Chief Happiness OfficerHead 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
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.
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.
Not ready to talk? Read what clients say →