Cloud Bookkeeping℠ Is More Than Your Typical Bookkeeping Firm.

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We strive to build long-term relationships. That’s why we listen first — then respond to your needs and problem-solve. At Cloud Bookkeeping, we provide you and your company with the finest client service in San Antonio. Whether you are looking to balance your budget or seeking meaningful insight for your company, we offer comprehensive assistance. Our qualified staff is available year-round to help you when you need it most.

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Our Attention To Detail And Client-Focused Staff Are What Set Us Apart. Let Cloud Bookkeeping℠ Help You Streamline Your Books So You Can Get Back To Business.

We provide a wide range of bookkeeping and software solutions to amplify your business. Whether you are a mature organization seeking to free up time spent on books or a large company that needs to track finances to prepare for investors and other outside capital, the team at Cloud Bookkeeping can provide the outstanding service that you need to continue moving forward.

Our Managed Solutions Are Tailored To Meet Each Of Our Client’s Needs. Some Of The Services We Provide Are:

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Managed Bookkeeping

We provide you a dedicated bookkeeping account manager who manages your automatic transaction import, tracks income and expenses, and prepares and manages your professional bookkeeping reports with supporting documents. In addition, they will build a monthly set of supporting work papers, record and account for all income and expenses, reconcile your bank and credit card accounts, and produce management reports that let you know where your business stands.

We provide Legacy Bookkeeping (year-to-date) for clients that need their bookkeeping caught up to the most recent month. We will close your books from the prior year, tying your books to your most recent year tax return. Then, we will bring your books up to date in QuickBooks™ Online software, or QuickBooks™ Desktop software, including importing transactions, completing data entry transactions, reconciling bank and credit card statements, adjusting and reconciling all balance sheet accounts and payroll expenses, and reclassifying any expenses deemed necessary.

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Full Service Payroll

We will process your payroll according to the required payroll cycle using the payroll subscriptions embedded in your QuickBooks software file or by logging into your third-party payroll service providers dashboard.

CloudBookkeeping, LLC will process payroll for your company, but this service is not a standalone offering. We will provide the services in addition to monthly bookkeeping services.

Tax Return Preparation Work Papers

CloudBookkeeping, LLC will build out a complete set of tax return preparation work papers using the highest standards in the industry. Our work papers are built with documents provided by you to support numbers on the management reports.

Features include:

  • Closed to prior year return, equity allocations made, and retained earnings reconciled
  • Completely adjusted and reconciled and referenced the Balance Sheet* report in QuickBooks software
  • Adjusting journal entry wallpaper
  • Tied revenue on the Profit and Loss* report in QuickBooks software


  • Expense reclassification as needed on Profit and Loss* report in QuickBooks software
  • Complete payroll reconciliation
  • Supporting documentation referenced to the balance sheet and Profit and Loss* report in QuickBooks software
  • Other annotations as needed to guide the tax preparer

*Refers to the Report Titles in QuickBooks

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Sales Tax Reporting

Cloud Bookkeeping will prepare and report your sales tax as required using information collected from your sales processing platform if sales tax filings are required. Sales tax is not a standalone service and is offered to Monthly Bookkeeping clients.

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1099 Vendor Management

Cloud Bookkeeping will manage your vendors inside of QuickBooks™ software. Every month we will identify new vendors who may be subject to receipt of a 1099 and request W9 information from you to maintain accurate up-to-date information inside your QuickBooks Online software. This effort helps get the 1099’s out to your vendors in a timely manner at the end of the year.

Managed Solutions Add-Ons:

Need extra help? From Software Solutions to Fractional CFO Services, Cloud Bookkeeping is here to assist you where you need it the most.

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Software Solutions

New QuickBooks Online software users users have access to a 10% discount off the current retail price through Cloud Bookkeeping’s employees membership in the ProAdvisor Program, for the life of the subscription with Cloud Bookkeeping. Some exclusions apply.

We provide consulting for QuickBooks software; installation, training, and customization of QuickBooks software; and software consulting services that are billed by the hour. We offer the following software services:

  • Setup for Quickbooks™ software
  • Analyze And Optimize For QuickBooks™ software
  • Personalized Training For QuickBooks™ software
  • Application Integration
  • Custom Application Development
  • Other Consulting Services As Needed

Controller Services

Our controller services are specifically designed to suit the exact needs of growing businesses. We oversee all work completed by your in-house bookkeepers, close your books on a monthly or quarterly basis, and provide consultations on a wide variety of client matters.

  • Consultation, Review, And Support Of Internal Bookkeeping Team
  • Workflow Process Development
  • Training Employees For Quickbooks software
  • Periodic Check-ins And Support
  • Friendly On-call Support On An As-needed Basis
  • Property Renditions
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Fractional CFO Service*

Cloud Bookkeeping will help interpret your financial position, provide insights and actionable intelligence to help our clients manage their business, and custom reporting that delivers metrics and comparative data to businesses in our clients’ industry.

*This service requires QBO Advanced software.

Need Additional Functionality Beyond Your Core Bookkeeping System?

We can help with these powerful add-ons that integrate with QuickBooks Software:
SOS Inventory – Cloud Hosted Desktop Solutions
QuickBooks Time

Questions? Check Out Our Frequently Asked Questions.

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*This tool is used to help us gain a basic understanding of your business and does not determine the cost of your monthly services. To get a more detailed quote please visit our Pricing page.


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*This tool is used to help us gain a basic understanding of your business and does not determine the cost of your monthly services. To get a more detailed quote please visit our Pricing page.