How It Works | Cloud CFO

1Getting started

  • Your needs and objectives
    • Start by telling us what you want to achieve for your business. We want to hear your story.
  • Clear and transparent scope and fees
    • We define a scope together with you which will be tailored to your specific requirements. We’ll provide you with our recommended options but let you customize the service based on your budget, priorities and business strategy.
  • Your dedicated CloudCfo team
    • You will be designated your own CloudCfo team led by an experienced Certified Public Accountant (CPA). Your business is in safe hands! Our team has extensive experience migrating clients to our cloud accounting services.

2Immersion and onboarding

  • Clear processes
    • Together we clearly define workstreams, deliverables, communication protocols and timelines for all of our processes. This is then agreed and clearly documented. So you and your team will have full transparency across everything we do and when we do it!
  • A tailored cloud-based ecosystem
    • We recommend the best ecosystem of cloud-based solutions for your business model. We control implementation of your cloud accounting system. We make sure your team know exactly how it works and why it so beneficial for your business.
  • In-depth on-boarding assessment
    • We review the status of your books of accounts, your financial controls and the level of your statutory compliance. We identify potential risks and advise you on the best course of action. If your books of accounts aren’t up-to-date? No problem! We’ll help get them in order as quickly as possible.

2Immersion and onboarding

  • Clear processes
    • Together we clearly define workstreams, deliverables, communication protocols and timelines for all of our processes. This is then agreed and clearly documented. So you and your team will have full transparency across everything we do and when we do it!
  • A tailored cloud-based ecosystem
    • We recommend the best ecosystem of cloud-based solutions for your business model. We control implementation of your cloud accounting system. We make sure your team know exactly how it works and why it so beneficial for your business.
  • In-depth on-boarding assessment
    • We review the status of your books of accounts, your financial controls and the level of your statutory compliance. We identify potential risks and advise you on the best course of action. If your books of accounts aren’t up-to-date? No problem! We’ll help get them in order as quickly as possible.

3Day to day

  • We are proactive
    • You send us your financial documents electronically and we take full control of processing them. We proactively ensure that both your team and our team are following the defined processes at all times.
  • Added-value and intuitive financial reports
    • We are not content with merely doing your books and ensuring compliance. We want to make sure that you can make sense of your financial. We generate intuitive financial reports that tell you exactly what you need to know about your business.
  • Continuous assessment of controls, efficiency and scalability
    • Flexibility and adaptability are key factors for success across all business models. We will continuously assess the efficiency of our processes so your business can scale with the right controls in place. We want to see your business grow.

A dedicated team of experts

Your business will have a dedicated CloudCfo team led by a Certified Public Accountant (CPA) 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.

We use innovative and secure cloud accounting technology, online tools and smart solutions across all of our outsourced accounting, bookkeeping and finance services

Discover how cloud accounting can help you transform your company’s finances.

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

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.