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  • Facturar más horas 
  • Aumentar los ingresos brutos 
  • Aumentar los márgenes de beneficio
  • Convierta su práctica en alta tecnología de la noche a la mañana.
  • Alivie el estrés de su personal a tiempo completo 
  • Mantenga su tiempo de respuesta bajo control
  • Mantenga la calidad alta y los errores bajos 
  • Gestion los plazos sin problemas
  • Evite costos FTE y generales (por ejemplo, PTO, beneficios, capacitación) 
  • Lograr una tasa de utilización cercana al 100% 
  • Conozca sus gastos por adelantado
  • Consiga más clientes 
  • Ampliar o reducir según las necesidades 
  • Haga crecer su empresa a un costo 70% menor
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  • Administering all
    accounting and bookkeeping tasks while maintaining high-quality documentation processes.
  • Managing sales tax
    submissions and
    reporting.
  • Overseeing payroll
    administration and budgeting.
  • Reconciling bank statements for cash and income accounts.
  • Maintaining clients’ business information on automated systems and generating business analytics.
  • Forecasting budget
    requirements,
    updating journal
    Qualification:
    entries, and preparing
    audit reports.
  • Preparing financial
    statements and other
    reports.
  • Bachelors in
    Accounting and
  •  Qualified CPA/CA/
    MBA (Finance)/CMA.
  • Minimum 2 to 5 years
    of work experience.
  • Additional
    certifications in
    QuickBooks, Xero, or other accounting
    software.
  • Candidates undergo
    60 hours of in-house
    training.
  • They must pass a
    written test and a
    practical software test.

Accountant

Tax Accountant

  • Preparation of
    Individual Tax Returns
    (1040)
    planning.
  • Amended Individual
    Tax Returns (1040X)
  • Employer’s Quarterly
    Federal Tax Returns
    (941)
  • Employer’s Annual Federal Unemployment
    (FUTA) Tax Returns
    (940)
  • Wage and Tax
    Statements (W-2)
  • Partnership Returns
    (1045)
  • Corporation Returns
    (1120)
  • Other statutory formalities as guided
  • Minimum
    Qualifications:
    Bachelor’s or Master’s
    degree in Commerce with a major in Accounting, MBA in Finance or Business Accounting.
  • Minimum Experience:
    3 years of relevant
    work experience

Controler

  • Understanding of tax codes, principles and
    planning.
  • Experience with tax
    software.
  • Knowledge of basic
    bookkeeping rules and standards.
  • Ability to review
    financial statements.
    Competence in depreciation and
    amortization
    calculations.
  • Familiarity with federal
    and state tax
    applications.
    Payroll administration
    skills.
  • Strong analytical
    abilities.
  • Excellent written and
    oral communication
    skills.
  • Understanding of
    financial reporting
    standards as per
    US-GAAP.
  • Bachelors in
    Accounting and
  • Qualified CPA/CA/
    EA/MBA (Finance)/ ACCA.
  • Minimum six or more years of relevant experience.
  • Additional
    certifications in
    various accounting and tax software.
  • Preferably, the Big 4’s experience.
  • Candidates undergo 90 hours of in-house training.
  • They must pass a
    written test and a
    practical software test.

Virtual assistant

  • Manage emails,
    scheduling, and client communication.
  • Manage Inbound calls.
  • Newsletter postings
    Leads Generation
    postings
    Manage financial records, reports, and tax documents.
  • Support payroll
    processing and compliance tracking.
  • Troubleshoot
    accounting software (QuickBooks, Xero,
    etc.) and CRM tools.
  • Bachelor’s in English / Mass Communication.
  • Experience Accounting, Finance, or related field
    (preferred).
  • 1-3 years of
    experience in admin
    or bookkeeping roles.
  • Proficiency in
    accounting software & MS Office.
  • Strong attention to
    detail, communication, and confidentiality.
  • Ability to work
    independently and
    manage multiple tasks.

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.

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. cambio de diseño

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

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

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.

SERVICES

Ramp Up Your Capacity & Expand Your Offerings

Expand your staff during the busy season to add more billable hours, not more overhead. With flexible staff augmentation, it’s all upside. Differentiate your firm with additional white-label accounting services and niche skills so you can build recurring revenue and stay busier year-round. Learn more about the range of services our niche-based back-office offers

Bookkeeping & Accounting

Tax Preparation

Audit Preparation

Virtual Assistant.

Fractional CFO

Financial Planning & Analysis

Tax Planning

Forensic Audits, Advisory

M&A & Due Diligence

Downloads

How we interview candidates

Downloads

WE TAKE YOUR OPERATIONS NIGHTMARES

Downloads

STAFF ROLES & RESPONSIBILITIES

A US-based corporation providing global remote staffing. 

We do the heavy lifting, so you don’t have to. Stay focused on what matters most without the stress.

A US-incorporated

and operated entity, We comply with all applicable federal regulations, employment laws, and compliance standards.

Audited &Certified

We have a rigorously audited operational framework to ensure compliance, and process integrity.

World-Class Security

& Cloud Infrastructure certified by Microsoft services. We follow the best practice (WISP), including IRS 7216 disclosure requirements ensuring client data protection.

Full-Time Employee Model

We only hire professional licensed accountants on full-time payroll, ensuring accountability, continuity, and ethical work practices.

Unmatched Due Diligence

Employee Background Verification Education Verification Employment History Checks Government Identity Verification Individual Indemnities signed.

Certified In

QuickBooks, Xero, Bill.com, Zoho, Net Suite, Power BI, Proconnect, Drake, Pro-series, Lacerate, CCH Go, TaxAct, Tax Wise, ATX, Tax Slayer .

Comprehensive Professional Liability Insurance

Provides multi-million dollar professional liability coverage including all remote employees, to protect and mitigate clients from potential financial risks.

Innovation

Drive innovation in staffing and software solutions.

Integrity

Uphold honesty and ethical conduct.

Quality

Deliver top-quality professional services with an impact.

Teamwork

Foster a collaborative, inclusive environment.

Learning

Encourage continuous learning and growth.

Adaptability

Embrace change and market dynamics.

Accountability

Take responsibility for results.

Diversity

Embrace varied backgrounds to foster a Unified Work Culture.

Empowerment

Empower employees for ownership.

Client Success

Celebrate and prioritize the success of your clients

We Empower your practice with the right technology and skilled staffing to help you Grow your firm.

Everything comes Custom Branded to your firm name.

Book a Demo

Access

Determine the background and level of expertise required to address your needs. Narrow your search based on the following:

  • Education and credentials 
  • Industry knowledge & experience 
  • Software & technical proficiency 
  • Price 
  • Personality fit 

Staffing Augmentation vs. Traditional Hiring 

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.
  • Spend less time recruiting and onboarding.

Onboard

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!

WE TAKE YOUR OPERATIONS NIGHTMARES:

  • Accounting Software (QuickBooks, Xero, NetSuite, Zoho)
  • General Ledger Maintenance
  • Niche Accounting
  • Chart of Accounts Structuring
  • Industry-wise finance modeling
  • Periodic Adjustments & Closing
  • Accruals & Prepayments
  • Bank Reconciliation
  • Credit Card Reconciliation
  • Intercompany & Multi-Entity Reconciliations
  • Vendor & Customer Account Reconciliations
  • Inventory Reconciliation
  • Month-End / Year-End Closing
  • Vendor Bill Processing 
  • Approvals Metrics
  • Expense Management
  • Payment Processing & Scheduling
  • Late Payment Penalties & Avoidance
  • AP Reporting & Ageing analysis

 

  • Customer Invoicing 
  • Payment Collections & Follow-ups
  • Credit Control & Customer Credit Management
  • Refund Processing & Chargebacks
  • Point of Sales (POS) Reconciliation
  • AR Reporting & Ageing analysis

 

  • Cash Flow Forecasting
  • Cash Shortages & Liquidity Planning
  • Debt & Loan Repayment Scheduling
  • Overdraft & Credit Line Monitoring
  • Cash Flow Management

 

  • Payroll Processing & Salary Disbursements (W2’s, W3)
  • Employee Benefit & Deductions Management
  • Multi-State Payroll Handling
  • Payroll Tax Compliance & Late Payment Resolution

 

  • Income Tax Preparation (1040)
  • Business Tax Filing
    (1099, 1120, 1120s, 1065, 990)
  • Sales Tax Filings
  • Payroll Tax Filings (940, 941)
  • IRS Notices Handling & Resolution
  • Penalty Abatement & Negotiations
  • State & Federal Tax Compliance
  • Tax Planning
  • P&L, Balance Sheet & Cash flows 
  • Monthly & Annual Financial Reports
  • Business Intelligence Financial 
  • Investments & Asset Management
  • FP&A (Financial Planning & Analysis)
  • Budgeting & Forecasting
  • Variance Analysis & Cost Control
  • Performance Metrics & KPI Tracking
  • Financial Modeling

 

  • Audit-Ready Financial Package
  • Fundraising & Investor Reporting
  • Business Valuation & Due Diligence
  • Mergers & Acquisitions Support
  • Financial Health Assessments & Net Worth Analysis
  • Internal Audit & Process Compliance
  • Risk & Control Assessments
  • Fraud Detection & Forensic

 

  • Calendar and email management.
  • Client file organization and document preparation
  • Support with financial statements and tax preparation
  • Follow-ups with clients and managing correspondence (Email)
  • Client updates and newsletters
  • Client Invoicing & Collection
  • Tax compliance research and trend monitoring
  • Preparing reports and presentations
  • Software updates and troubleshooting
  • Proposal drafting and dashboard creation
  • Tracking project milestones and deliverables
  • Assistance with basic accounting in QBO/Xero

Access:

Determine the background and level of expertise required to address your needs.

Narrow your search based on the following:

  • Education and credentials
  • Industry knowledge & experience
  • Software & technical proficiency
  • Price
  • Personality fit

Budget:

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.
  • Spend less time recruiting and onboarding.

Onboard:

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!

Why Choose CLOUDIT?

Partner with a firm that understands your accounting needs and transforms your operations with technology and expert staffing.

1. Improve Your Results:

  • Bill more hours 
  • Increase top-line revenue 
  • Boost profit margins
  • Turn your practice hi-tech overnight

2. Streamline Your Operations:

  • Take the stress off of your full-time staff 
  • Get your turnaround time under control
  • Keep quality up and errors down 
  • Manage the deadlines seamlessly 

3. Reduce Costs and Minimize Risks:

  • Avoid FTE & Overhead costs (e.g., PTO, benefits, training) 
  • Achieve a near 100% utilization rate 
  • Know your expenses upfront

4. Get Your Firm for Growth:

  • Get more clients in the door 
  • Scale up and down to match needs 
  • Grow your firm at a 70% lower cost
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.