RESOURCES & CASE STUDIES

Real firms. Real numbers.

Representative client outcomes, real client words, and the guides our team uses with firms every week.

CASE STUDIES · representative outcomes
Scaled without hiring
“We took on 40 new clients this tax season without posting a single job ad.”
+40
Clients added
0
New local hires
11 wk
Time to full capacity
Managing Partner, 18-person CPA firm (Southeast US)
Faster close, embedded AI
“Month-end went from three weeks to eight business days once Celia took the first pass.”
62%
Faster close
96%
Recon pass rate
4
Clients onboarded to Praxa
Director of Client Accounting, regional CAS practice
Tax season, without the chaos
“Flexed from 2 to 8 seats in February, back to 2 by June. Never touched a fixed contract.”
Peak-season capacity
0
Missed filing deadlines
30-day
Money-back used as leverage, never needed
Founder, solo-to-6-person practice (Texas)
CLIENT SPEAKS · real client words, from cloudit-us.com
“Could not have better people working with us. Everyone at CLOUDIT is top-notch — every member of their team genuinely cares about the success of my firm. I highly recommend them.”
Chris · Partner, top NY CPA firm
“The team is doing a fantastic job. We have recently thrown a lot at them and they are handling it well. The turnaround with work is quick, the team is very reliable, and I'm glad they are on our team.”
Garrick · Owner, midsize firm, Chicago
“Your work ethic is admirable — we couldn't have managed the rising work volume and growth without you guys!”
Theo · Founder, major CPA firm, LA
“Thank you for all your efforts, sacrifices, dedication, and all the sleepless nights that went into delivering all the work on time during tax season.”
Diana & Rudy · Partners, top NY CPA firm
“I appreciate the attention to detail on all the accounts, and how the team really owns the transactions. A positive force in all industries.”
Hina · CFO, major real-estate company
“I have a great team working with me! Detail-oriented, diligent, and a great personality. I look forward to continuing to work with them.”
Kendra · The Accounting Lab
RESOURCES
Available
Playbook

The CPA Firm Capacity Playbook

How to diagnose whether your bottleneck is demand or capacity — and what to do about each.

Available
Guide

The SaaS Revenue Recognition Playbook

A worked sample of monthly SaaS-grade reporting built entirely on your existing books — no new software required.

Coming soon
Self-assessment

AI Maturity Self-Assessment

A 10-minute scorecard to see where your firm sits on the valuation curve today.

Coming soon
Checklist

Tax Season Surge Staffing Checklist

What to lock in by December so March never becomes an emergency again.