Accounting and Financial Services

    Outsourced Accounting and Financial Experts for your Business.

    Providing top talent and services at a fraction of the cost.

    Full-cycle accounting & bookkeeping, financial reporting, payroll, and AP/AR — delivered by dedicated or fractional experts across most-used software like QuickBooks, Xero, Zoho Books, and NetSuite.

    QuickBooks OnlineXeroZoho BooksNetSuiteYardiGusto

    Complimentary consultation for discussing your challenges and how we can help you.

    2017
    CloudPSO Inc. founded, Dallas TX
    Two-tier review
    Senior oversight & error-free reporting every month
    Multi-platform
    QBO · Xero · Zoho · NetSuite · Yardi
    Free
    Consultation before you commit
    Startups·SaaS·Agencies·Ecommerce & D2C·Professional Services·Fractional CFOs·Law Firms·Founders
    Services & Solutions

    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.

    Monthly close & real-time categorization

    Financial Reporting & Dashboards

    Daily reconciliations to executive-ready statements. Live dashboard access plus monthly PDF summaries.

    Delivered by the 5th · For funded startups

    Payroll Processing

    We run payroll on the software you already use, or handle it fully at higher tiers on schedule.

    Every pay cycle, on schedule

    AP / AR Management

    Bill pay, invoicing, and collections follow-up so cash timing stops being an unpredictable surprise.

    Weekly AR/AP cycle

    Multi-Platform Expertise

    Chart-of-accounts setup, integrations, and platform migrations across all major accounting software.

    QBO · Xero · Zoho · NetSuite · Yardi

    Cleanup & Catch-Up

    Behind on your books? We catch you up first, then roll you onto a recurring engagement smoothly.

    Billed hourly, scoped up front

    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.

    Best for high-volume operations

    Full-Time Resources

    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
    • You manage daily tasks, we handle HR, payroll, & infrastructure
    • Eliminate US payroll taxes, benefits, and hardware costs
    Request a Dedicated Specialist
    Best for startups & seasonal needs

    Half-Time | Quarter-Time

    Flexible allocation (10–20 hrs/week) | Scheduled daily or weekly updates

    Shares a team across 2–3 accounts with dedicated time blocks assigned to your books — right-sized for lower or seasonal volume.

    • Pay for the capacity you actually need
    • Full CloudPSO account manager oversight & quality control included
    • Eliminate US payroll taxes, benefits, and hardware costs
    Calculate Partial Tier Pricing

    From first call to closed books, in four steps.

    01

    Free consultation

    Custom scope & tier recommendation, no cost, no obligation.

    02

    Onboarding

    Feed connections & security authorization on QuickBooks, Xero, Zoho, NetSuite, or Yardi.

    03

    Ongoing delivery

    Real-time weekly categorization & bank reconciliation, no end-of-month backlogs.

    04

    Two-Tier Quality Close

    Signed P&L, Balance Sheet, live KPI dashboard; senior reviewer audits every GL reconciliation before statements go out.

    Guaranteed 5-Day Month-End Close
    Pricing

    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

    $500/mo
    • 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
    Get started
    Most popular

    Growth

    Growing SMBs

    $1,500/mo
    • Up to 300 transactions/month
    • Everything in Starter
    • Limited AR/AP management
    • Payroll processing for up to 5 resources
    • Monthly cash flow reporting
    Get started

    Managed Finance

    Scaling Businesses & Mid-Market

    $3,200/mo
    • High-volume transactions / full financial ops
    • Everything in Growth
    • Full AR/AP management
    • Payroll processing for up to 10 employees
    • CFO-style monthly management reports
    • Live financial dashboard preparation
    Get started

    Controller sign-off & dual-audit close included in all recurring plans.

    Add-ons & one-off services

    Books review & consultation

    Initial diagnostic call before any engagement

    Free
    Cleanup / catch-up bookkeeping

    Project-based or hourly cleanup starting at $10/hr, based on historical backlog volume

    From $10/hr
    Payroll management

    Starter tier only — client's own payroll software

    $50/employee/mo
    AR management add-on

    Available for Starter tier

    $500/mo
    AP management add-on

    Available for Starter tier

    $500/mo

    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.

    Dedicated Account Manager Zero Internal HR Overhead Same-Day Issue Resolution
    PlanCloudPSOOutsourced (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~$2,405/mo or ~$7,150/mo fractional controller/CFO retainer~$8,210/mo
    small-business controller $82,071/yr
    ~61% less vs in-house

    Backed by a company that's delivered since 2017.

    CloudPSO Inc. has delivered US-focused offshore & managed operations since 2017. This specialized accounting unit 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.

    Founded 2017, Dallas TX
    Multi-platform certified (QBO, Xero, Zoho Books, NetSuite, Yardi)
    Two-tier review
    Free consultation

    Bookkeeping guidance for founders, not accountants.

    Frequently Asked Questions

    We work directly inside your existing accounting platform (QuickBooks Online, Xero, NetSuite, Zoho, Yardi). We never export or store your raw credentials or financial data separately.

    Get Your Free 30-Minute Financial Health Check & Custom Scope Quote

    Our senior accounting team will review your current ledger, evaluate transaction volume, and outline an exact pricing plan tailored to your business.

    100% confidential
    Response within 1 business day
    Zero obligation
    Prefer to book a time directly? Schedule a call