About Us - cloudbookcfo.com

A Leading Financial Strategy Firm with Proven Expertise

With over 21 years of experience in finance and accounting, we bring a proven track record of driving success across industries like banking, manufacturing, and services. Passionate about numbers and strategic thinking, we deliver results that create lasting value for our clients. Specializing in helping small and medium-sized businesses, our founder has held leadership roles such as Risk Analyst, Controller, CFO, and COO, providing a deep understanding of financial operations. We currently oversee financial activities for companies generating over $200 million in revenue and have previously led budgeting and forecasting for a top 225 global design firm, optimizing financial performance and strategic decisions. Our diverse experience allows us to offer tailored solutions that drive growth, enhance efficiency, and maximize profitability at every stage of your business journey.

Your questions answered

Insights from the Company CFO

What should you know about our pricing?

Our pricing is simple and transparent, with fixed monthly fees billed monthly or quarterly based on your needs. We offer three packages: Basic starting at $150/month, Advanced for more comprehensive services, and Pro for complex, high-volume businesses.

What is your typical process for working with a new customer?

We start with a consultation to review your accounting needs and goals. Based on this, we provide a proposal with services, deadlines, and pricing. After setup, we work remotely, with regular check-ins as needed.

How did you get started in this field?

We began 12 years ago by restructuring the accounting and finance department for a $12 million revenue company. Our success led to increased business, and today, we oversee a portfolio of over $200 million, supporting a diverse range of businesses from small startups to manufacturing and retail chains.

What types of customers have you worked with?

We have worked with a diverse range of clients across various industries, including manufacturing, services, and retail.

Can you share a recent project you're proud of and its duration?

We recently developed an accounting model for a retail chain with six stores, transitioning from individual Excel sheets to cloud-based accounting software. We cleaned up five months of bookkeeping and provided the owner with real-time financial access. The project took approximately six months to complete.

What recommendations would you offer to a client seeking to hire a provider in your field of expertise?

It’s crucial to define the services you need, whether basic bookkeeping or more advanced financial services like ratio analysis, forecasting, and strategic planning. Your financial advisor should outline the services provided, share past work examples, and set clear expectations with deadlines. Consider choosing a provider who can scale with your business growth. Lastly, ensure transparent pricing, with a flat fee structure for clarity.

Expert finance and accounting solutions, tailored for your business. We’re here to help & make you thrive.