How It Works | CloudCfo

1Getting Started

  • Your Needs and Objectives
    • Tell us about your business. Tell us your story!
  • Transparent Scoping
    • We customize our services to align with your budget, financial objectives and business strategy.
  • Your CloudCfo Team
    • Your business will have its own CloudCfo Team led by an experienced Accounting Manager. Your business is now in safe hands!

2Immersion and Onboarding

  • Process Management System
    • Through our in-house developed process management system, we define and document workstreams, tasks, deliverables, communications and timelines. Full transparency!
  • A Cloud-Based Eco-System
    • We advise on the top cloud-based accounting solutions for transitioning your accounting and finance function to digital. We manage the implementation and optimization.
  • On-Boarding Risk Assessment
    • We quickly identify any risks with your books, financial controls or statutory compliance. More importantly – we’ll also help you fix any issues!

2Immersion and Onboarding

  • Process Management System
    • Through our in-house developed process management system, we define and document workstreams, tasks, deliverables, communications and timelines. Full transparency!
  • A Cloud-Based Eco-System
    • We advise on the top cloud-based accounting solutions for transitioning your accounting and finance function to digital. We manage the implementation and optimization.
  • On-Boarding Risk Assessment
    • We quickly identify any risks with your books, financial controls or statutory compliance. More importantly – we’ll also help you fix any issues!

3Day to Day

  • We Are Proactive
    • Send us the information that we request and we’ll take it from there! Our team will proactively ensure that the agreed processes and controls are always being followed.
  • Added-Value and Intuitive Financial Reports
    • Businesses need financial information that actually makes sense! Our intuitive financial reports identify exactly what you need to know about your business.
  • Ongoing Assessment of Controls, Efficiency and Scalability
    • Flexibility and adaptability are key success factors for all business models. We ensure that our processes grow with your business – so you can scale with the right controls in place.

Our commitment to Process and Output is real!
That’s why we developed our own Process Management System.

Full transparency for CloudCfo clients across all tasks, deliverables, communications and timelines!

We use an ecosystem of proven SaaS tools and solutions to help our clients grow

A dedicated team of experts

Your business will have a dedicated CloudCfo team led by an experienced Accounting Manager and supported by a team of subject-matter experts.

We are client focused. We value our relationships and understand the importance of trust, confidence, professionalism and clear communication in everything we do.

Our team is responsive and proactive and at all times working towards the ultimate goal of ensuring our clients have confidence in their accounts, books and finances.

Get In Touch

If you want to know more about our tailored services and processes, drop us a line to discuss how we can help you to grow your business. We will respond to you within 24 hours.

Get In Touch

If you want to know more about our tailored services and processes, drop us a line to discuss how we can help you to grow your business. We will respond to you within 24 hours.