San Antonio, TX

Frequently Asked Questions

Establishing your new processes and operational guidelines are a part of what we do best at Cloud Bookkeeping. Clarity and client service are our priority. We want you to feel comfortable with our services and process, and realize value in our pricing. Take a look at our frequently asked questions to learn more. If you still have questions, please don’t hesitate to contact us directly.
software that integrates with quickbooks

We offer both financial expertise and innovative problem solving for start-ups to large corporations. Our experts customize plans to meet your immediate and long-term business needs. We serve a wide variety of industries including technology, retail, non-profit, oil & gas, food & beverage, e-commerce, manufacturing, ranching, property management, medical, consulting, construction, and many more. Learn more about how we work with new clients by visiting our process page.

We are in the trade of professional bookkeeping, but we are also in the business of helping people grow their company. Our team of certified professionals serves as your bookkeeping consultants, and we do more than manage your books. We serve as your guides to make sure your business is meeting deadlines, staying compliant, and making smart financial decisions. Simply, we are your support infrastructure and we offer customized quality customer care. Visit our Services and Process page to learn more about how we can help propel you towards success.

AIPB certified logo

Our team of experts is certified QuickBooks ProAdvisors and CPAs. We are also insured and registered member of The American Institute of Professional Bookkeepers.

Our process with each client varies as our services are highly customized. Generally, we invite you to meet our team of experts. Next, after a consultation, you will complete new client paperwork and onboarding. Next, we will develop a customized action plan to best meet your bookkeeping needs. Then, we will maintain and manage your finances month over month and share regular reports and outcomes. To learn more, visit our Process page.

We use a fixed fee pricing structure to provide the highest quality bookkeeping services at the best value. Each new client experiences the same quoting process for a custom-built solution. Fixed Fee Pricing is a type of payment structure used for bookkeeping services that breaks down the costs into two phases: a one-time clean-up / transition cost and then regular maintenance. To learn more, visit our Pricing page.

Absolutely! We pride ourselves on personalized, custom financial services. We’re bookkeeping experts, but our team is well-versed in various financial services. We are always just a phone call away and eager to assist you as best as possible. Visit our Contact Us page to get in touch today.