WHO IT'S FOR

Find the business that sounds like yours.

CLOUDIT isn't a menu of services — it's a capability center that reshapes itself around what your specific business needs. Pick the one that's you.

Build your practice and client industry niche with us
For CPA & accounting firms

Stop turning down work you should be winning

Your bottleneck is capacity, not demand. CLOUDIT embeds bookkeeping, tax, and FP&A staff — or Praxa and Celia directly — into the workflow you already run, so partners spend their time reviewing judgment calls, not chasing reconciliations.

TechnologySupporting

White-label Praxa + Celia as your own firm's edge — bookkeeping, tax workpapers, and FP&A dashboards, automated.

ExpertsPrimary

Bookkeepers, tax preparers, and FP&A analysts embedded in your tools, managed on our side.

Both togetherThe CLOUDIT way

Celia does the first pass on every engagement; your embedded professional reviews, resolves, and signs off.

  • ✓ Take on tax-season volume without a hiring cycle
  • ✓ Free senior CPAs from prep to focus on advisory
  • ✓ Offer Fractional CFO services without adding headcount
The questions firm partners actually ask
Will my clients know it isn’t my in-house team?
Only if you tell them. We work white-label — your firm’s brand, your workflow, NDAs all the way down.
How fast can a seat start?
Days, not months: discovery call → role match from our bench → onboarded into your tools inside 1–2 weeks, even mid-season.
What about IRS §7216?
Our consent-and-disclosure workflow is built for it — the documentation exists before anyone asks for it.
350+
Accounting firms already run their back office on CLOUDIT
BEST FOR
Firms from solo practitioners to 50-person practices who need elastic capacity, not another fixed hire.
For tax-heavy firms

Season after season, without the staffing scramble

A tax practice lives and dies by throughput. CLOUDIT runs the full pipeline behind your signers — documents gathered, missing items tracked and chased, returns prepared with technology and AI, reviewed for quality, and delivered through your preferred tax software.

TechnologySupporting

Workflow automation in Praxa: document collection, missing-information tracking, AI-assisted preparation, and status you can see per return.

ExpertsPrimary

Trained preparers and dedicated reviewers, certified across the platforms you already use, elastic for the season.

Both togetherThe CLOUDIT way

Celia gathers and flags; preparers complete; reviewers QC — and only then does a return reach your signer.

  • ✓ 1040, 1120, 1120S, 1065 & state returns — across 15+ platforms (Drake, ProConnect, UltraTax, Lacerte, CCH…)
  • ✓ Document gathering & missing-info follow-up handled for you, tracked in Praxa
  • ✓ Surge seats January–April, elastic back down in May — no fixed hires
  • ✓ IRS §7216-compliant consent and disclosure, end to end
The questions tax partners actually ask
Do we have to switch tax software?
No — we deliver through your preferred platform. Our preparers are certified across 15+ of them.
Who chases missing client documents?
We do — a tracked missing-items list with automated follow-ups, visible to you in Praxa at every step.
Can you handle review, or only prep?
Both. Every return passes a preparer and a separate reviewer before it ever reaches your signer.
50,000+
Tax returns filed through CLOUDIT teams
BEST FOR
Tax-heavy practices that need season throughput — high volume, zero missed deadlines, no permanent headcount.
For fractional CFOs & advisory firms

Take on more clients without hiring your own analyst

You own the relationship and the judgment calls. Praxa's Fractional CFO Suite and an embedded FP&A analyst do the modeling, the dashboard, and the board pack — every month, under your name.

TechnologySupporting

Praxa auto-builds the KPI dashboard, cash outlook, and forecast from your client's connected books.

ExpertsPrimary

A dedicated FP&A analyst preps the model and the narrative before every client review.

Both togetherThe CLOUDIT way

Praxa refreshes the model every close; you review it with the client and own what it recommends.

  • ✓ White-labeled reporting under your own brand
  • ✓ Board & investor-grade packs, every month — every spend correlated with its purpose, every revenue given its meaning against forecast
  • ✓ Investor-ready financial decks for fundraising, sale, or PE acquisition — your CFO fronts the investors, our team builds everything behind
  • ✓ Cross-department coordination — the right questions asked of the right department heads, so the numbers carry the story
The questions fractional CFOs actually ask
Whose name is on the deliverables?
Yours. Packs, dashboards, and models carry your brand — wholesale pricing stays between us.
What if a client outgrows the monthly pack?
Escalate to a named analyst or full fractional-CFO support without switching platforms or re-onboarding the client.
Do I have to commit to volume?
No — start with one client at $900/month wholesale and add client by client.
3×
More client capacity, without adding an analyst to your own payroll
BEST FOR
Independent fractional CFOs and boutique advisory practices ready to grow their client book without growing their own headcount.
For SaaS companies

Investor-grade books, built on whatever you already run

Revenue recognized correctly by stream, deferred revenue tracked, MRR and cash reported monthly — so when a diligence team asks, the answer is already documented, not assembled under deadline.

TechnologySupporting

Praxa class-tags revenue by stream and rolls the deferred revenue schedule automatically from your billing system.

ExpertsPrimary

A named fractional CFO and controller close your books and own the investor conversation.

Both togetherThe CLOUDIT way

Praxa builds the revenue schedule and KPI dashboard; your CFO-level lead reviews and presents it.

  • ✓ Revenue recognized by stream (ASC 606), reconciled to billing
  • ✓ MRR bridge, deferred revenue, cash runway — monthly
  • ✓ Diligence-ready books before your first raise conversation
The questions founders actually ask
Do we have to change software?
No — we work on the QuickBooks, Xero, or NetSuite you already run, reconciled to Stripe or your billing system.
Is revenue recognized properly (ASC 606)?
Yes — by stream, with deferred revenue schedules that tie to the balance sheet, the way a diligence team will test it.
What does this cost next to hiring a controller?
A fraction — a named team from $750/month versus a $98K+ fully-loaded analyst, with zero hiring risk.
10 BD
Business-day close, every month, on the platform you already use
BEST FOR
Pre-seed to Series A SaaS founders who need a real finance function without a full-time hire.
For healthcare practices & organizations

Books that understand how healthcare gets paid

Insurance reimbursement timing, multi-location consolidation, and practice-owner tax planning are not generic bookkeeping problems — they need a team that's handled them before.

TechnologySupporting

Praxa keeps multi-location numbers reconciled and visible in one place, even across separate entities.

ExpertsPrimary

A bookkeeper or controller who separates insurance collections from patient-pay correctly, every close.

Both togetherThe CLOUDIT way

Celia flags reconciliation exceptions; your CLOUDIT accountant resolves them against payer detail.

  • ✓ Insurance vs. patient-pay collections tracked separately
  • ✓ Multi-location consolidation for group practices
  • ✓ Practice-owner tax planning (entity structure, retirement)
The questions practice owners actually ask
Do you need access to patient data?
No — we work on financial data only. PHI never enters the bookkeeping workflow.
Can you handle multiple locations and entities?
Yes — one chart of accounts, per-location P&Ls, consolidated monthly, closed by business day 10.
Do you understand insurance timing?
Insurance and patient-pay are tracked separately, and AR is worked weekly by payer bucket.
60+
Industry niches served, healthcare included
BEST FOR
Medical, dental, and health-services groups who need benchmarks built for healthcare, not generic retail comps.
For small & medium businesses

Stop dreading your own bookkeeping software

You didn't start a business to become a bookkeeper. A dedicated professional handles the day-to-day; you get a plain-English monthly picture instead of a login you're afraid to open.

TechnologySupporting

Celia chases receipts, categorizes transactions, and reconciles automatically between visits from your bookkeeper.

ExpertsPrimary

A dedicated bookkeeper or virtual assistant for books, admin, scheduling, and document chasing.

Both togetherThe CLOUDIT way

Celia keeps things current day to day; your bookkeeper closes the month and explains it in plain English.

  • ✓ Monthly close & a P&L you can actually read
  • ✓ Tax-ready books — no year-end scramble
  • ✓ Start at a few hours a month, scale as you grow
The questions owners actually ask
What’s the minimum commitment?
40 hours a month (the Start plan, $750/mo) — no annual contract, flex down or cancel with notice.
Do I get one person or a rotating cast?
A named, dedicated bookkeeper backed by a covered bench — the same person, every month.
I’m months behind on my books — how bad is catch-up?
A one-time scoped transition ($2,000–$6,000) brings you current; then the monthly rhythm takes over.
40 hrs
The Start plan begins here — no annual contract required
BEST FOR
Owner-operators who need to get the books off their own plate without hiring a full-time controller.
For PE firms & portfolio companies

One finance function, standardized across the portfolio

Roll-ups and add-on acquisitions live or die on whether every entity reports the same way. CLOUDIT standardizes the chart of accounts and monthly close across your portfolio, and staffs up fast when a deal needs diligence support.

TechnologySupporting

Praxa gives the deal team one consolidated, comparable view across every portfolio company.

ExpertsPrimary

Controllers and accountants stand up a consistent finance function inside each newly acquired company.

Both togetherThe CLOUDIT way

Praxa holds the standardized reporting template; our staff run the close inside each entity to it.

  • ✓ One standardized reporting format, every portfolio company — reconciled and reported back to your investors on a recurring basis
  • ✓ Functional specialists staffed to each portco's volume mix — AP, AR, R2R, O2C (AP may be 40% of the work at one company, 10% at another)
  • ✓ OCR-driven vendor-bill capture where AP is heavy; AI consolidations across portfolios and franchises
  • ✓ Month-end, reconciliations, add-backs & EBITDA calculations, compliance, and bank due diligence
  • ✓ Post-close, 90-day finance function stand-up
The questions deal teams actually ask
How fast can a new acquisition be standardized?
Finance function stood up to the portfolio template within 90 days of close.
Can you surge for diligence?
Yes — controller- to CFO-level hours in pre-approved blocks, on a call’s notice.
One reporting view across the portfolio?
One chart of accounts, one close calendar, one consolidated Praxa view over every entity.
90-day
Finance-function stand-up after a close — standardized, not improvised
BEST FOR
PE firms running roll-ups or add-on acquisitions who need every entity reporting the same way, fast.