Roles & services
The right person.
Already trained.
Every CLOUDIT professional is trained in U.S. accounting standards, versed in your software stack, and managed by our team so you don't have to be. Pick the role, we handle the rest.
Roles & services
The right person.
Already trained.
Every CLOUDIT professional is trained in U.S. accounting standards, versed in your software stack, and managed by our team, so you don't have to be.
Tax Preparer
Best for
CPA firms with high-volume 1040, 1120, 1065, or 990 workloads.
What they do
- Individual & business return preparation
- K-1 processing and multi-state filings
- Extensions and amended returns
- Works inside your existing tax software
Stop turning down clients every March. Your CLOUDIT tax preparer integrates into your workflow, not theirs.
Bookkeeper
Best for
Firms managing bookkeeping for small business clients.
What they do
- Bank feed reconciliation & month-end close
- QuickBooks, Xero, and NetSuite proficiency
- A/P, A/R, and payroll support
- Real-time status updates via SmartTask
Free your senior staff from the work that doesn't require their expertise.
FP&A Analyst
Best for
Firms offering advisory, budgeting, or CFO services to clients.
What they do
- Financial modeling and forecasting
- Budget vs. actual reporting
- KPI dashboards and variance analysis
- Presentation-ready deliverables
Offer advisory services without adding a full-time analyst to your payroll.
Virtual Assistant
Best for
Firms spending too much time on admin and workflow coordination.
What they do
- Client onboarding & document collection
- Scheduling, inbox management, follow-ups
- Data entry and file organization
- SmartTask coordination support
Get your time back. Your VA handles the admin so your team can focus on what they bill for.
For accounting firms & CPAs
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.