Your Extended Finance Team.
AI-Supported. Senior-Reviewed.
Accounting firms that are scaling need more than a staffing vendor. CLOUDIT is your dedicated Global Capability Center: trained professionals, AI-enhanced workflows, and senior oversight on every deliverable.
Bookkeeping and accounting. Tax preparation. Client accounting services. Virtual assistant support. All under one roof, available tomorrow.
BOOK A DISCOVERY CALLNo commitment. · Clarity from the first conversation. · Active in 5 business days.
What We Hear in Every Conversation
If Any of These Sound Familiar,
You Are in the Right Place.
"I find myself as the owner of a multi-million dollar business doing bank recs because I don't want to rattle the team." That is a real quote from a real firm owner. It comes up more than you would expect.
You Cannot Take On More Clients
Your firm is growing but your team is at capacity. Work is piling up and you are turning away opportunities you should be closing.
Heard in our demos
"The pain points are just the scaling to growth. We're throwing bodies at this thing and it's not really saving us any time."
Hiring Is Too Slow and Expensive
Finding qualified accounting talent takes 3 to 4 months. Local talent is scarce. And once you hire, training takes more time than you have.
Heard in our demos
"We've been trying to find people but it's just really hard to find the right accounting talent locally."
You Have Been Burned Before
You tried outsourcing. The team constantly pinged your clients with irrelevant questions. The platform was too complicated. It created more work, not less.
Heard in our demos
"We've gone through this process 3 or 4 times. The thing that's always been a struggle is getting an external team to complete tasks without constantly pinging the client."
You Cannot See What Your Team Is Doing
The moment work leaves your desk, visibility disappears. You need to know what is happening, who is working on what, and how time is being spent.
Heard in our demos
"I need to make sure we have full visibility into everything being done. Every task, every hour."
Tax Season Breaks Your Team Every Year
Capacity spikes in January and your team absorbs it. Then summer comes and you are carrying overhead you cannot justify. The cycle repeats.
Heard in our demos
"Tax services take a lot of our capacity during those times and right now our CEO is doing them."
You Are Doing Work You Should Not Be Doing
Bank recs. Tax returns. Collections follow-up. The operational work keeps landing on the owner's desk because there is no one else to hand it to.
Heard in our demos
"There's money there and it just keeps getting forgotten about. It's not an overwhelming amount of work but it gets left behind."
The Solution
A Global Capability Center
Built for Accounting Firms.
Not a staffing agency. Not a freelance platform. A dedicated, structured back-office team that operates under your brand, on your systems, with senior oversight on every deliverable.
CLOUDIT embeds a trained, AI-supported team into your firm's delivery workflow. Your clients experience your firm. You get the capacity, the quality, and the control of an in-house team, with the flexibility of an on-demand partner. Senior review on every piece of work means quality does not degrade as you scale.
Capabilities
One Partner.
Full Back-Office Coverage.
Every service is delivered by a dedicated professional, supported by AI-enhanced workflows and reviewed by a senior lead before it reaches your client.
Bookkeeping and Accounting
Full-cycle bookkeeping, reconciliations, financial reporting, and month-end close. Delivered on your systems, under your brand.
Core ServiceTax Preparation
Individual and business tax preparation with a dedicated tax professional. Structured for volume, built for accuracy, reviewed before submission.
Core ServiceAudit and Financial Reporting
Audit preparation, clean financials, and reporting packages that meet the standard your clients and their stakeholders require.
Core ServiceFP&A and Advisory Support
Financial modeling, forecasting, and management reporting for firms expanding into advisory and client accounting services.
AdvisoryVirtual Assistant Support
Trained accounting firm VAs who handle client communication, document collection, scheduling, inbox management, and administrative workflows.
OperationsFractional CFO Services
Strategic financial leadership for firms that want to offer CFO-level guidance to their clients without adding a full-time partner.
StrategicFull Visibility. Always.
The Control You Need.
Without the Micromanagement.
The number one fear firms have when working with an extended team is losing visibility. CLOUDIT's SmartTask platform was built to solve exactly that.
SmartTask. Your Command Center.
Every task, every team member, every client. You have full visibility into the work at all times, updated in real time, without having to ask.
- ✓Real-time screen monitoring updated every 5 minutes
- ✓Detailed timecards broken down by client and task
- ✓Task tracking with status and completion visibility
- ✓Communication logs so nothing falls through the cracks
- ✓Your client never sees CLOUDIT. They see your firm.
How It Works
From First Conversation
to Delivery-Ready in Days.
A structured onboarding that gets your team active fast, with full quality controls in place from day one.
01
Discovery
We understand your firm's workflow, your clients, your systems, and where your capacity is constrained. You leave with a clear picture of how CLOUDIT fits.
02
Team Assembly
We match your engagement with the right professionals from our 300+ bench. You approve the people who work under your brand before they start.
03
Onboarding and Integration
Your CLOUDIT team is trained on your processes and integrated into your existing tools and systems. Active in 5 business days, not 5 weeks.
04
Delivery with Oversight
Every deliverable passes senior review before it reaches your client. SmartTask gives you full visibility into the work at all times.
Why CLOUDIT
The Capacity of a Team.
The Standards of a Partner.
There are several ways to add capacity to an accounting firm. Most of them introduce new problems.
Not a Staffing Agency
Embedded, Not Temporary
A dedicated team that learns your firm, your clients, and your standards. Not a rotating pool of contractors you manage yourself.
Not a Freelance Platform
Accountable, Not Anonymous
Named professionals, senior oversight, and a single point of accountability. Not a marketplace where quality varies by project.
Not a Solo Hire
Depth Without the Overhead
Access to a 300+ professional bench without the cost, risk, or time of a direct hire. Scale up or down as your firm's needs change.
Not Just Technology
AI-Supported, Human-Led
AI-enhanced workflows mean faster turnaround and sharper accuracy. Senior professionals own the judgment, the review, and the outcome.
Proof
Eight Years of Delivering
for Accounting Firms.
Not a new offering. Proven work at scale, with the track record to back it.
8
Years delivering back-office work for accounting firms
198
Active client engagements with strong retention
300+
Finance professionals on the CLOUDIT bench
Referral
Led growth. Firms introduce CLOUDIT to firms.
Is This Right for Your Firm
Built for Firms That Are
Scaling with Intention.
CLOUDIT works best with firms that value quality and control alongside capacity. It is not built for firms shopping purely on price.
This is for your firm if
- ✓You are a CPA or accounting firm with 1 to 50 team members
- ✓You are adding clients and hitting delivery capacity
- ✓You want dedicated professionals, not a freelance pool
- ✓You need full visibility into your extended team at all times
- ✓You are expanding into CAS or advisory and need execution capacity
Probably not yet if
- xYou are shopping purely on price with no quality threshold
- xYou need a one-time task with no ongoing relationship
- xYour firm is not yet ready to delegate client-facing work
- xYou want a vendor relationship rather than an embedded team
Common Questions
Straightforward Answers
to the Right Questions.
Is this just outsourcing?
No. You get a dedicated, named team that operates under your brand and your standards. You approve the people who work on your clients before they start. It is an embedded extension of your firm. And unlike most outsourcing experiences, your end clients never interact with CLOUDIT directly. All communication goes through your firm.
We tried outsourcing before and it did not work. What is different here?
The most common failure point is the external team pinging your clients with questions they should not be asking. CLOUDIT routes all communication through our team and through you, not directly to your end clients. SmartTask manages the workflow so work gets completed without creating noise for your clients.
How do I know what my team is working on?
SmartTask gives you real-time screen monitoring, detailed timecards by client, task status, and communication logs. You have full visibility at any time without having to ask. Most firm owners tell us this level of transparency is more than they have with their own in-house staff.
How do you ensure quality?
Every deliverable passes senior review before it reaches your client. Eight years and 198 active engagements are behind the quality model. You also approve the specific people on your team before the engagement starts.
Can I use CLOUDIT just for tax season?
Yes. The flexible seat model is built for exactly this. Scale up for tax season, scale down in summer. There is a 3-month minimum but no long-term fixed commitment beyond that.
How do you use AI?
AI-enhanced workflows handle the data-intensive parts: reconciliation checks, anomaly flagging, report drafting, and processing. This means work arrives faster and with fewer errors. Senior professionals review every output before it leaves CLOUDIT. AI accelerates the work. Humans remain accountable for the outcome.
AI ASSISTS THE OUTPUT. CLOUDIT GUARANTEES THE OUTCOME.
Who You Will Speak With
A Conversation About Your Firm.
Not a Sales Presentation.
The discovery call is about understanding your firm's capacity, your delivery model, and whether CLOUDIT is the right fit for where you are going.
A
Angela
Client Success · CLOUDIT
Angela works directly with accounting firm owners and leaders to understand where their capacity is constrained and whether CLOUDIT is the right fit to support their growth. If it is not a fit, she will tell you. The goal is an engagement that delivers for your firm and your clients, not a closed deal that does not.
Get Started
Your Firm. Your Standards.
CLOUDIT's Capacity Behind You.
A 30-minute discovery conversation. No commitment required. You will leave with a clear picture of whether CLOUDIT fits your firm and your growth plans.
BOOK A DISCOVERY CALLPrefer to speak directly? (813) 705-9363
