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Staffing Augmentation

Staffing shortages can stall the growth of CPA firms. Expand your capacity in days or even hours-and confidently say 'yes' to new and existing clients!

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Hire CPA & Accounting Talent Lightening Fast

Get U.S.-trained Staffing Services for Accounting Firms

Scale up for Tax and Accounting busy season or slim down when things get slow.

Add new service lines, using experts with profitable special skills and build a niche.

Become more efficient to take on growth, save more money add more profits.

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Staffing Augmentation vs. Traditional Hiring 

Aspect
Staffing Augmentation
Traditional Hiring
Time-to-Onboard
(1-2 weeks)
(1-3 months)
Cost
Cost Effective
High-Cost Plus (Benefits, infrastructure)
Flexibility
Highly Flexible
Fixed Contracts
Skill Specialization
Access to Niche Expertise & Technology
Limited to Local Talent Pool & Old School

Option A

Flexi Hiring – Per Seat basis on a subscription model:

Our augmentation model is based on a skilled-based team structure. We help you select the right candidate for the staff augmentation team that aligns with your services and operational needs. For example, a standard accounting seat augmentation includes highly skilled professionals, all of whom are qualified accountants with expertise in the following areas:

  • Level 1:

    Bookkeeper (Dedicated Full Charge Bookkeeper)

  • Level 2:

    Accountant (Reviewer & Month End close)

  • Level 3:

    Controller (Reporting, Training, SOP’s, Quality Control)

Similarly, a tax seat augmentation team will include,

  • Level 1:

    Preparer

  • Level 2:

    Reviewer

  • Level 3:

    Controller

Staffing Augmentation for an Accountant Seat:

Just not a Bookkeeper

Function
Bookkeeper
Accountant
Controller
AI Agent
Transaction Processing (AP/AR, payroll, etc.)
✓
✓
Improved efficiency, accuracy
Account Reconciliations
✓
✓
Direct Data In
Basic Financial Statements
✓
✓
✓
Financial report building
Cash Flow Monitoring
✓
✓
✓
Dashboards & KPI's
Month-end Close
✓
✓
✓
Automated checklist for inconsistencies
AJE's and Tax-ready
✓
✓
Turnaround improvement, real-time reporting
Analysis & Advisory (tax, cash flow, etc.)
✓
✓
Task management workload
Customized Reporting
✓
✓
Client onboarding workflow
Compliance (GAAP, etc.)
✓
✓
Time track & Timesheets
Team Mgmt & Training
✓
Client portals, dashboards
Controls & Standard Operating Procedures
✓
Fintech integrations
ERP Implementation
✓
Simply complex reconciliations
  • Not a core function, but they can perform these functions if necessary.

Staffing Augmentation for a Tax Seat

Just not a Tax Preparer

Function
Preparer
Reviewer
Controller
AI Agent
Tax Return Preparation
✓
✓
Streamlined data entry, automated calculations
Tax Review & Compliance
✓
✓
Al-driven accuracy checks, automated compliance alertsDirect Data In
Tax Planning & Advisory
✓
✓
Dynamic tax scenario modeling, predictive analytics
Sales Tax & VAT Filings
✓
✓
✓
Automated tax rate application, bulk e-filing
Payroll Tax Filings
✓
✓
Automated payroll tax deductions, deadline tracking
Corporate Tax Compliance
✓
✓
Real-time compliance monitoring, audit-ready reports
IRS & State Tax Audit Support
✓
✓
Al-assisted audit risk analysis, document automation
Estimated Tax Payments
✓
✓
✓
Automated tax projections, deadline reminders
Tax Credits & Deductions Analysis
✓
✓
Al-powered deduction maximization, automated tracking
Client Communication & Portal Management
✓
Self-service client portals, automated document uploads
Tax Documentation & Workflow Management
✓
Task automation, workflow tracking dashboards
International Tax Compliance
✓
✓
Automated exchange rate calculations, cross-border compliance tracking
  • Not a core function, but they can perform these functions if necessary.

Option B

Loan Staffing- Full-Time Employee (Annual Contract):

Other than staffing augmentation, full-time hiring involves directly employing individuals full-time who are aligned with the job description and required skill level.

How we interview candidates

Only 2% - 3% of candidates pass our strict selection process. You’ll never waste time considering people who aren’t up to the job.

Step 1: Our ATS (Application Tracking System)

Captures information that allows the CLOUDIT platform to narrow down the applicant pool to the most qualified talent

Step 2: Application Review

Our ideal candidates should have years of experience in their area of work, as well as excellent communication skills.

Step 3: Proctoring Written Test & Interview

Every candidate has to pass our written test MCQs and Simulation-driven test. Our Expert Recruiters then interview successful candidates. Formal interviews assess applicants’ areas of expertise and whether they have the soft skills needed to be a successful CLOUDIT expert.

Step 4: Skills Assessment

Unique to each area of expertise, the assessment tests essential knowledge and proficiency in a given service based on the job descriptions.

Step 5: Comprehensive Background Check

We conduct a thorough background check, including education, government identity, and employment verification. 

[At this stage, only the top 2%- 3%  of all applicants are accepted into the CLOUDIT employment]

Step 6: Centralized training

Every candidate offered has to undergo a strict 60-day training capsule where we train for certifications, culture, real-work simulation, soft skills, etc., before they pass and are approved to hit the live floor.

Step 7: Ongoing Profile Verification

Once accepted, we regularly check that our experts’ experience, skills and other background information are accurate and up to date. This ensures experts get matched with their best-fit clients and our network remains of the highest caliber.

STAFFING AUGMENTATION BENEFITS

We help accounting firms Grow with exceptional US-trained professionals.

The staff augmentation model allows companies and firms to scale their workforce up or down based on project demands, ensuring flexibility and cost-effectiveness. It’s a strategic approach to address
short-term skill gaps or increased workloads without the complexities of permanent hiring.

5 WAY STAFF AUGMENTATION HELPS BUSINESS GROW

Step 1

Scalability

Step 2

Cost-Effective

Step 3

Access to diverse skill sets

Step 4

Faster time to market

Step 5

Focus on core competencies

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Meet Our Exceptional accounting & tax professionals at your fingertips 

Explore just a few of our network’s top accounting and bookkeeping talent and how they deliver expertise across industries and specialties. Super Fast & 100% Accurate Delivery!

Ankit
Anshul
Robin
Ria
Preety
Neha
Kritika
Bhawna
Asmita
Vaidhav
Suk
Snehal
Shuani
Shilpa
Shikha
Shefali
Sakshi
Sandesh
Rupesh

We saved you a Spot!

Interested in joining our team?

Explore our current openings and find the perfect fit for you!

Join us now!
7/8

Sachi S. Mazumdar

Is a seasoned financial professional with over 19 plus years’ experience.

She showcased her leadership in financial planning and strategic decision-making and CFO advisory. As the COO- Chief Operating Officer (FP&A) at CLOUDIT, she commands a senior executive role overseeing the Financial Performance Improvement department. She is a qualified MBA in Finance from ISB (Business School)

During her prior tenure she worked in various fortune 500 organizations including Big4’s like KPMG, Credit Suisse, GE (General Electric) and HSBC. Her strategic contributions were instrumental in guiding CxO-level executives, offering insightful recommendations, and conducting comprehensive risk analyses. Her role as Vice President-Group Finance at Credit Suisse further emphasized her seniority and influence in driving change, fostering innovation, and ensuring transparent financial reporting for the entire organization.

She has consistently demonstrated her ability to implement change mechanisms, establish strong financial controls, and enhance corporate performance management. Her proficiency in stakeholder management is a testament to her ability to build and nurture relationships with executives, board members, and investors.

An advocate for fact-based decision-making and possessing an entrepreneurial spirit, Sachi’s leadership is marked by a commitment to lifelong learning, client focus, and driving growth.

3/8

Martin D. Eisenstein, Esq.

When we need to bring in an experienced mastermind in accounting merger & acquisitions, we look to Martin. He is a critical cog in our success in every facet of our firm!

Martin is the specialist you will hear from if you need information on any aspect of business operations, business valuations, business growth and investment opportunities. He is a veteran in dealing with the risk and reward of any move that a business might make, and we cherish his understanding of legal and accounting issues within the business world.

Martin is a CPA and an Attorney at Law and brings years of expertise in accountancy, tax consultation, and business services. Martin operates Martin D. Eisenstein CPA & Attorney At Law, a company based in Secaucus, New Jersey. He provides bespoke services to his clientele, from tax strategy planning and preparing tax returns to personal wealth management and business marketing strategy development.

Apart from providing his expertise, Martin regularly focuses his time on enjoying chess games and participating in regular aquatic exercises. He is also deeply knowledgeable about The Beatles and regards them as the greatest musical group.

5/7

Steve Lott, MBA

As one of our most distinguished gurus in finance and business development, Steve is often called ‘The Finance Guy’ for his incredible understanding of numbers!

8/8

Chris R. Whalen, CPA

When we need to bring in a trusted CPA to help manage our client’s taxation and workload, Chris is someone who we believe in. His experience and know-how are vital to everything that we do! 

Chris is an expert in income tax and regularly assists businesses across North America in tax strategy planning, personal wealth maximisation, and business marketing strategy development. He is a rounded expert in all things to do with taxation, accountancy, and business services. As a Certified Public Accounting and Business Advisory owner, Chris can make complex financial decisions seem simple.

A specialist in various aspects of the financial world, we love partnering with Chris because he brings so much knowledge about the financial industry forward. We can trust his insight and expertise on all matters of financial and business planning, as he has the credibility and the credentials to give us information and understanding that we can trust. 

On top of being a highly successful business owner and financial guru, Chris is also a respected author. He has written various books, including ‘Be The Chocolate Milk’. A regular speaker and expert guest on Fox TV, Chris brings a wit and a charm to what is often a very serious industry. If you like working with a serious professional who can still keep things light and friendly, Chris is the expert you need.

4/8

Tracey Ann Gordineer

Tracey Ann Gordineer brings a unique blend of financial expertise, tax knowledge, and behavioral insight to her role in providing tax and accounting services. A graduate of the University of Georgia, she completed the CERTIFIED FINANCIAL PLANNER™ (CFP) program at Oglethorpe University and holds a Master’s in Social Work from the University of Central Florida—reflecting her deep interest in how financial decisions intersect with behavior, relationships, and emotions.

Tracey is an Enrolled Agent (EA) and a National Tax Practice Institute Fellow, having completed the rigorous three-year program through the National Association of Enrolled Agents (NAEA). She previously served as President of the Georgia Association of Enrolled Agents and as a Director on the NAEA Board.

Raised in Atlanta, Tracey Ann began her career in real estate and later served as a manager for a Fortune 500 risk management firm. Her desire to deliver comprehensive, fiduciary advice to individuals and businesses led her into the fields of tax, accounting, and investment management. With personal experience managing family and small businesses, she is especially passionate about helping entrepreneurs and business owners reach their financial and operational goals.

Outside of work, Tracey enjoys ballet, running, tennis, and a good book.

6/8

Andrew Jindal

A seasoned professional with over two decades of experience in the advisory field, currently stands as the Co-Founder and Director at CLOUDIT (India Operations).

2/8

Daniel Guarin, EA, CTC, MST

At CLOUDIT, we regularly deal with clients who are unsure if they follow the best practice at firms operations. When we need someone to assist, we turn to Daniel!

As a specialist in public and corporate accounting practices, Daniel is our go-to specialist when we need trustworthy insight on regulatory compliance. Daniel is our expert in ensuring companies meet all of their regulatory requirements – at CLOUDIT, Daniel is critical to our success.

Daniel is among the most experienced members of the CLOUDIT team. Having started his accountancy career in the United States Marine Corps, Daniel began his firm, Full Compliance, LLC, in 2006. Through Full Compliance, Daniel provided up-to-date insight to companies across the USA to ensure they complied with all state laws and industry regulations. From accountancy firms to Fortune 500 real estate agencies, Daniel brings exceptional expertise and know-how to his clients.

Danny is a respected team leader with expertise in client management, team coordination, and business consultation. A dynamic individual with a real passion for compliance, Daniel regularly acts as one of our most important team leaders and management specialists. His organizational skills and ability to stay focused under pressure are vital to our success at CLOUDIT.

1/8

Sam Mazumdar

When it comes to leadership which is constantly demanding, Sam is the go-to person we have full confidence in bringing everyone on board to help us manage and play our critical roles in all our endeavours at CLOUDIT!

As the Founder and CEO of CLOUDIT, Sam brings his versatility, experience, knowledge and passion for numbers to our business. Sam is a highly accomplished entrepreneur, with outstanding success in providing outsourced accounting services across North America, Canada & UK. With such an extensive and wide-reaching career experience for one so young, Sam brings both a modern approach and an understanding of the traditional. He established CLOUDIT Automation & Accounting Services in 2017, with a vision to fully automate accounting practices for Accounting firms. Under his watch, Sam and his team has turned CLOUDIT from an exciting start-up to a cloud-based accounting giant in the USA.

Sam has the magic touch that can bring order to any accounting chaos. Sam’s approach goes beyond mere problem-solving; he focuses on creating strategies that are not just solutions but also catalysts for growth and efficiency. Through creativity and dogged determination, he has successfully deployed diverse accounting systems & procedures to leading corporates across industries, earning several commendations and a high reputation for consistency.

With over 21 years of experience in Accounting & Financial Services, he brings the precision and care of a professional while providing dedicated service to all of his clients. He started his career in the finance with IBM and then worked with Intuit’s pioneering project in developing the QuickBooks Online product. Subsequently, he assumed leadership positions in esteemed organizations, including Thompson Dunavant PLC (USA), Erinaceous Group PLC (UK), and LP North America Inc. Sam spearheaded the process of setting up the back-office accounting system for ZocDoc, which currently has 6 Million users on its portal with total funding of $223Million. His work to forge partnerships with other CPAs and accountancy firms has ensured that we can continue offering our clients the most trusted, comprehensive and hi-tech back-office solution.

Sam holds a Bachelor’s degree in Accounting, a Chartered Accountant background (CPA equivalent) and a MBA in Finance. His work ethic and his natural intellect make Sam the ideal leader for CLOUDIT as we continue to make a difference to the accountants world and practising CPAs across North America. When he’s off the clock, he loves listening to music and indulges in the pleasures of reading books.