We go beyond staffing—we’re with you throughout the journey, allowing you to focus on what matters most to help you Grow your practice.
3 Steps & We’re On the Go!
1
Discovery call
During our discovery call, we learn about your goals, pain points, timeline, budget and the specific skills and software experience you need.
2
Engagement Letter
Once the scope is defined, we formalize the process, source top talent, and set your onboarding date. After signing, we build your augmented team and set up your white-labeled portal.
3
Onboarding
Skip the hassle, no resumes, no searching. We set up systems, workflows, and expectations. Your white-labeled practice manager goes live, your team is introduced, and the transition begins seamlessly. Your staff, ready to go!
GETTING STARTED
Enjoy the flexibility that a remote bookkeeper brings without the hiccups. Get the most value from an outsourced bookkeeper by streamlining the process.
Define the scope of work and how to execute cost-effectively with the right resource model.
An outsourced bookkeeper is likely more cost-efficient than a full-time hire or doing it yourself, which can create expensive errors and eat up bandwidth. Here’s how:
Hire on a team as augmented staffing as-needed basis at a fixed/hourly rate.
Scale your services and roles as business needs increase.
Now, onboard your ready-to-go team in days or even hours. Simplify collaboration by aligning processes and setting the right expectations.
Whether you’re working with an in-house accountant or another remote-based professional accountant, start on the right foot with these steps:
Establish expectations for communication
Align on deadlines and processes
Provide access to the appropriate platforms
Outline & review the best practices customized for you with CLOUDIT!
Sign up now
CLOUDIT’s AI-powered platform optimizes talent matching, streamlines workflows, and delivers data-driven insights, empowering your business for immediate and long-term success.