Our Process
Meet Your Team Of Experts
We are your dependable one-stop source for all your bookkeeping requirements. Upon contacting us, you will be introduced to our team of experts who will specifically focus on you and your company’s needs. Every business is unique, and your business objectives may change over time, so we have the flexibility to expand with you as your business grows.
In-Person Consultation
We care about you and your business’s financial objectives. When you work with us you not only get high-quality bookkeeping and support dedicated to helping you be successful, but we will also learn and understand your current technology systems to help coach your team through your pain-points and help boost your business’s bottom line. During your in-person consultation, we will get to know you and discuss a customized approach to help you clean-up, manage, and grow your business. We will build customized solutions to get you where you want to be.
Complete New Client Paperwork
Now that we know you and what your business is seeking, we will work with you to complete new client paperwork and introduce you to our software. We will transfer old books, previous tax returns, bank statements, and payroll service connections so everything is managed conveniently in one location. This gives us the information we need to give your business a solid foundation.
Develop An Action Plan
After our initial consultation and onboarding, we will develop a customized action plan to get your books up to date and in compliance, and get your business on track to succeed. Plans can be as basic or as customized as you desire. Not only will we listen to your current issues and identify solutions for them, but we will also provide insight for areas of opportunity you have not thought of before. We can help you understand where our expertise is needed and work with you to build a strategy for victory.
Testimonials
"As a CPA firm serving thousands of small business clients in Central Texas, we know the importance of a quality bookkeeper. Charlie and his team have a deep understanding of QuickBooks, financial statements and the tax code. The finished product that is delivered to us is flawless. This allows us to spend more time on advisory and tax planning instead of cleaning up messy books at high bill rates. Do yourself a favor and call Charlie!"
"I have a client that uses their services to prepare their books for the year end tax returns that I prepare. Cloud goes in and reconcile each account and provides us with supporting documentation for every asset and liability account. As such, it makes our year end processing a snap. Their work has been extremely accurate, and my client appreciates the timelines that we can finalize their return."
"Thoroughly impressed with Cloud Bookkeeping's final product. The lion's share of compliance is ensuring books and records are in order and that is exactly what Niels' team delivered. My client had a lot of balance sheet activity requiring reconciliation which Cloud Bookkeeping tied down and rolled with easy to review work-paper references. Should you need accounting work done right, I recommend these guys."
"As a CPA, it is extremely difficult to find a reliable and efficient bookkeeping company to refer my clients to with trust. Cloud Bookkeeping has been just that. Charlie and his staff are professional, accurate, and extremely advance in the field of bookkeeping. On the projects I have worked on jointly with Cloud Bookkeeping, they have taken full ownership of obtaining client documents, posting and closing of all necessary accounts on the client's books, and providing a completed and accurate set of books ready for tax return preparation."
"Since we began working together several years ago, Charlie has been my most valued resource for everything QuickBooks-related. I have worked with many self-proclaimed "QuickBooks gurus" over the years, but none were more knowledgeable and professional than Charlie Perrin. When you work with Charlie, you can be sure that your books are in good hands and you will receive five-star service."
*Disclaimer: customer referred to an employee at CBK
Let Us Handle The Rest
Once your action plan is in place, we handle the rest. We will manage your books and help you grow your business with ongoing monthly reporting, compliance, and financial analysis. You can also expect to see regular management reports at the end of each month, quarter and year-end with supporting documents.
Contact Us
Contact Us
