No black boxes.
No surprises.
Most firms are skeptical of outsourcing, and they should be. Here's the four-step process we use to embed CLOUDIT professionals into your firm, with the tools to prove it every step of the way.
You don't need
another hire.
You need a better model.
Every accounting firm we talk to is stuck in the same loop: too much work, not enough people, and hiring that never seems to solve it. CLOUDIT breaks that loop with a Global Capability Center built specifically for CPA firms.
Turning down work
You're saying no to good clients because your team doesn't have the bandwidth to take them on.
The hiring grind
You've posted on Indeed three times, sat through a dozen interviews, and still can't find the right person.
Senior staff on grunt work
Your best CPAs are buried in data entry and bookkeeping instead of doing the advisory work you hired them for.
Remote hires you can't see
You brought someone on remotely, and managing them turned into a second job you didn't sign up for.
Tax season chaos
March hits, your team is at the breaking point, and you're running on caffeine and prayer.
No black boxes.
No surprises.
Just trained professionals embedded in your workflow, with the tools to prove it.
Discovery call
We learn your firm's workflow, software stack, team structure, and pain points. No cookie-cutter solutions, no pitch deck.
Role matching
We match you with the right professional or team, tax preparer, bookkeeper, FP&A analyst, or VA, based on the work you need done.
Onboarding & integration
Your CLOUDIT team member integrates into your existing tools and processes. SmartTask goes live so you can track everything from day one.
Ongoing management
We manage performance on our end. You get weekly visibility through SmartTask and direct access to your team, with CLOUDIT backing everything up.
More than automation.
Peace of mind.
US leadership
US-incorporated, US-managed. Every engagement led by senior US professionals.
Plugs into your stack
We work inside your tools, QuickBooks, Xero, CCH, Drake, UltraTax, Lacerte.
Elastic capacity
Scale up for tax season, dial back after. No fixed commitments.
AI-driven QC
Automated review layers catch inconsistencies before your team ever sees them.
Live monitoring
Real-time dashboards and reporting. Full visibility, always.
24/7 coverage
Work moves forward while your office is closed. Deadlines don't wait.
Commitment without commitment.
- Run a leaner, more profitable practice
- Faster turnaround times
- 30-day money-back guarantee
- Cancel with 4 weeks' notice
- Flex hours down anytime
- Switch to tax pro during tax season
Let's talk about
your firm.
Book a 30-minute call. We'll walk you through SmartTask and Celia, talk through your workflow, and show you whether CLOUDIT is a fit. No pressure. No pitch deck.