Reliable Books. Clear Financials. More Time to Run Your Business.
CloudPSO provides outsourced bookkeeping and accounting support for U.S. startups and growing businesses — from transaction management and reconciliations to monthly close and financial reporting.
Complimentary consultation for discussing your challenges and how we can help you.
Complete financial management — from daily reconciliations to executive-ready financial statements.
One team handles the books end to end — you're not stitching together a bookkeeper, a payroll person, and a spreadsheet.
Full-Cycle Bookkeeping
Bank & credit card reconciliation, categorization, and monthly close on the platform you already use.
Financial Reporting & Dashboards
Monthly close to executive-ready statements. Live dashboard access plus monthly PDF summaries.
Payroll Processing
We run payroll on your existing software, or take it over entirely on Growth and above.
AP/AR Management
Bill pay, invoicing, and collections follow-up so cash timing stops being an unpredictable surprise.
Multi-Platform Expertise
Chart-of-accounts setup, integrations, and platform migrations across all major accounting software.
How we can work together.
Two ways to staff your accounting and finance function — pick the one that matches how much support you actually need.
Full-Time Dedicated Specialist
Full-time (40 hrs/week) | Guaranteed 24–48 hr task turnaround
A resource is dedicated to your business and operates under your own oversight — effectively an extension of your in-house team.
- Zero shared context switching — dedicated solely to your workflow
- Dedicated solely to your account — no shared queues
Flexible / Part-Time Support
Half-time or quarter-time options | Flexible allocation (10–20 hrs/week) | Scheduled daily or weekly updates
Structured time blocks ensure your books get consistent attention every week — right-sized for lower or seasonal volume.
- Pay for the capacity you actually need
- Full CloudPSO account manager oversight & quality control included
Both options eliminate US payroll taxes, benefits, and hardware costs
From first call to closed books, in four steps.
Free consultation
Custom scope & tier recommendation, no cost, no obligation.
Onboarding
Grant secure access to your accounting platform — QuickBooks, Xero, Zoho, NetSuite, or similar. Just getting started? We'll help you pick the right platform for your business.
Ongoing delivery
Weekly categorization & bank reconciliation, no end-of-month backlogs.
Two-Tier Quality Close
Signed P&L, Balance Sheet, live KPI dashboard; senior reviewer audits every GL reconciliation before statements are delivered to you.
Priced the way that fits how you want to buy.
Recurring plans, hourly, or project-based scope — pick the model, or let us recommend one on your consultation call.
Starter
Small & Micro Businesses
- Up to 150 transactions/month
- Basic bank & credit card reconciliation
- Monthly transaction categorization
- Standard P&L and Balance Sheet
- AR/AP available as add-ons
Growth
Growing SMBs
- Up to 300 transactions/month
- Everything in Starter
- AR/AP management (bill pay & invoicing)
- Payroll processing for up to 5 employees
- Monthly cash flow reporting
Managed Finance
Scaling Businesses & Mid-Market
- 300+ transactions/month
- Everything in Growth
- Full AR/AP management
- Payroll processing for up to 10 employees
- CFO-style monthly management reports (P&L, Balance Sheet, Cash Flow, KPI Dashboard, Payroll & Cash Monitoring, Trend Analysis, Revenue & Margin Insights)
- Live financial dashboard preparation
Senior reviewer sign-off included in all recurring plans.
Add-ons & one-off services
Initial diagnostic call before any engagement
Project-based or hourly cleanup starting at $10/hr, based on historical backlog volume
Starter tier only — client's own payroll software
Available for Starter tier
Available for Starter tier
Cheaper than an in-house hire. Senior oversight without adding payroll.
Outsourced figures are general market benchmarks. In-house figures are average fully loaded US salary + ~20% taxes/benefits. CloudPSO delivers senior-level oversight without payroll, software, or management overhead.
| Plan | CloudPSO | Outsourced (market) | In-house (US, fully loaded) | Savings |
|---|---|---|---|---|
| Starter | $500/mo | ~$780/mo | ~$1,350/mo part-time bookkeeper ~10–15 hrs/wk @ $25/hr | ~63% less vs in-house |
| Growth | $1,500/mo | ~$1,950/mo | ~$4,380/mo full-time bookkeeper $43,826/yr | ~66% less vs in-house |
| Managed Finance | $3,200/mo | ~$7,150/mo fractional controller/CFO retainer | ~$8,210/mo small-business controller $82,071/yr | ~61% less vs in-house |
* Savings calculated vs. US fully loaded in-house cost
Backed by a company that's delivered since 2017.
CloudPSO Inc. has delivered US-focused offshore & managed operations since 2017. CloudPSO's accounting team uses that same delivery infrastructure for bookkeeping, reporting, and financial operations — plus a free consultation so you can test output before any long-term agreement.
Where your data lives
We work directly inside your existing accounting platform — QuickBooks Online, Xero, NetSuite, Zoho Books, or Yardi. We never export or store your raw credentials or financial data separately.
How fast we close
Weekly categorization & reconciliation mean no end-of-month backlog. Books closed and statements delivered before the 10th, every month.
Who reviews the work
Dedicated accounting team handles ongoing transaction categorization. Every month-end close gets a two-tier internal audit by a senior financial reviewer before statements go out.
When you have a question
Dedicated account manager with scheduled daily or weekly check-ins, with scheduled daily or weekly updates on your books.
Frequently Asked Questions
It comes down to two things: your monthly transaction volume and how much of your finance function you want handled for you. Starter ($500/mo) — best if you have under 150 transactions/month and just need clean books, a monthly P&L, and a Balance Sheet. AR/AP can be added on. Growth ($1,500/mo) — right fit for growing businesses with up to 300 transactions/month that also need payroll processed and basic AR/AP included. Managed Finance ($3,200/mo) — built for scaling businesses that need the full picture: high-volume transactions, full AR/AP, payroll, and monthly CFO-style reporting with a live dashboard. Not sure? Book a free 30-minute call and we'll scope it for you — no commitment required.
Get Your Free Custom Scope Quote
We'll scope your needs, recommend a plan, and give you exact pricing — no commitment required.
Prefer to book a time directly?
Skip the form and grab a time on our calendar. We'll talk through your books, your platforms, and exactly what you need.
Schedule a Call