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    Bookkeeping & Accounting Services

    Still closing your own books at midnight — or hoping someone else remembered to?

    CloudPSO manages your bookkeeping, payroll, and financial reporting end to end. Your numbers are clean, current, and checked by a senior reviewer before they reach you. Books closed promptly after month-end, every month.

    Serving US Businesses · Oceanside, CA · Founded 2017

    We'll review your setup, recommend a scope, and walk you through pricing. No commitment.

    Free Scope Review

    30-min consultation

    Available

    Mon

    10:00

    Tue

    11:00

    Wed

    12:00

    Thu

    13:00

    CASH POSITION$1.24M
    Bookkeeping
    Reporting
    Payroll
    AP / AR
    Books closed · ~5 business days
    Book now
    THE PROBLEM

    When the books slip, everything else does too.

    Reconciliation, visibility, and cash timing break down the moment the business gets busy.

    PAIN 01 · BACKLOG

    Books fall behind

    Reconciliation and categorization slip the moment the business gets busy.

    Issue #1
    PAIN 02 · BLIND SPOTS

    No real-time visibility

    Spreadsheets and part-time help can't keep pace with growth.

    Issue #2
    PAIN 03 · CASH TIMING

    Payroll and AP/AR eat hours

    Bill pay, invoicing, and collections become a weekly fire drill.

    Issue #3
    PAIN 04 · IN-HOUSE OVERHEAD

    Hiring in-house costs more than you think

    A full-time bookkeeper means salary, taxes, benefits, and management overhead.

    Issue #4

    What We Do

    One team. Six services. Nothing falls through the cracks.

    CloudPSO handles the accounting and finance side of your business — whether that's just bookkeeping, or the full stack from payroll to financial dashboards.

    Full-Cycle Bookkeeping

    Bank and credit card reconciliation, transaction categorization, and monthly close on the platform you already use. Real-time weekly categorization means no end-of-month backlog.

    How We Deliver

    From first call to closed books — four steps.

    1

    Free Scope Review

    We review your current setup, transaction volume, and platform. You get a recommended scope and rate — no cost, no obligation.

    2

    Onboarding

    We request read-only or invited access to your accounting platform. We never ask for raw credentials, and we never copy or store your financial data outside your own system.

    3

    Ongoing Delivery

    Weekly categorization and bank reconciliation keep the ledger current all month. No scramble at month-end, no backlog.

    4

    Two-Tier Quality Close

    A senior reviewer audits every reconciliation and signs off before your P&L, Balance Sheet, and KPI dashboard are delivered. Books closed and statements in your inbox promptly after month-end.

    "Every close gets reviewed by a senior accountant before it reaches you. That's not a promise — it's the process."

    CloudPSO Accounting

    Two-tier quality close process

    Who We Serve

    Built for US startups and growing businesses.

    We work with founders, operators, and finance leads across industries — anyone who needs their books handled properly without the overhead of an in-house hire.

    StartupsSaaSAgenciesEcommerce & D2CProfessional ServicesLaw FirmsFractional CFOsFounders

    Full-Time Dedicated Specialist

    40 hrs/week

    One resource works solely on your books with a guaranteed 24–48 hr task turnaround. Best for high-volume or steady-state operations. You direct daily tasks; we handle HR, payroll, training, and infrastructure.

    Dedicated sole-account focusTurnaround: 24–48h

    Flexible / Part-Time Support

    10–20 hrs/week

    A shared resource allocated to your account with scheduled daily or weekly updates and full account manager oversight. Best for startups, seasonal businesses, or lower transaction volumes.

    Scheduled time blocksHalf or quarter-time

    Both options eliminate US payroll taxes, benefits, and hardware costs.

    Pricing

    Transparent rates. Custom scope. No lock-in.

    We don't sell packages. Every engagement is scoped to your actual volume, platform, and needs — then quoted at a fixed monthly retainer or hourly rate. Start with a free call and you'll have a recommendation and a number before you leave.

    Individual Resource Rates

    RoleBest ForHourly RateMonthly (Part-Time, ~10 hrs/wk)
    BookkeeperDaily reconciliation, data entry, categorization$15/hrFrom $600/mo
    Senior Accountant / Full-Charge BookkeeperMonth-end close, accruals, multi-entity books$25/hrFrom $1,000/mo
    ControllerProcess design, internal controls, management reporting$35/hrFrom $1,400/mo
    Fractional CFOFinancial modeling, cash flow forecasting, board decks$50/hrFrom $2,000/mo

    Full-time dedicated rates available on request. Monthly estimates based on 10 hrs/week; actual scope and rate confirmed on the scoping call.

    Project & One-Off Work

    Historical cleanup, platform migrations, process redesigns, and chart-of-accounts rebuilds are quoted at a fixed price after a scoping call. No open-ended billing.

    • Cleanup / catch-up bookkeeping: From $10/hr based on backlog volume
    • Payroll management (client's own software): $50/employee/month
    • Month-to-month. No lock-in contracts. Transparent monthly billing.

    We'll review your setup, recommend a scope, and walk you through pricing. No commitment.

    Proof & Trust

    Why businesses trust CloudPSO with their books.

    Platform Expertise

    We work across the platforms your business already uses — or help you migrate to the right one.

    QuickBooks Online logo
    QuickBooks
    Xero logo
    Xero
    Zoho Books logo
    Zoho Books
    NetSuite logo
    NetSuite

    When certification is required for an engagement, we bring on QuickBooks Certified, Xero Certified, and other platform-credentialed resources.

    Senior Team

    Every engagement includes a dedicated account manager and a named senior reviewer on your monthly close. Our team holds credentials including CPA, Senior Accountant (12+ years), and Controller-level experience across a range of industries.

    CPA Oversight & Review
    12+ Years Senior Accounting
    Controller-Level Audits
    Multi-Entity & Accrual Close

    Why businesses trust CloudPSO with their books

    Investor-ready. Secure by design. Clean handoffs.

    Three promises that shape every engagement — from how we handle your data to how we hand it off.

    Investor-Ready

    Clean books are good business. Clean books investors can read are better.

    We organize and maintain your books so your financials are always clean, current, and ready when investors ask. No scramble, no cleanup sprint before a fundraise — just accurate records, reviewed every month. Whether you're pre-revenue or scaling toward a Series A, the discipline starts in the books. We make sure yours are in order.

    Data & Access

    Your data stays in your system.

    We work inside your own accounting platform — QuickBooks, Xero, Zoho Books, or NetSuite. We request read-only or invited access, scoped to what we need to do the work. We never copy, export, or store your financial data outside your platform. When the engagement ends, access is revoked.

    • We never ask for raw credentials.
    • We never move your data outside your own system.

    Tax & Handoff

    We keep the books clean. Your tax preparer does the rest.

    We don't do taxes, and we don't do audits. What we do is keep your books accurate, categorized, and reconciled year-round — so when your tax preparer or CPA sits down to file, everything they need is already organized. A clean handoff, not a cleanup project.

    Common questions.

    No. We handle bookkeeping, payroll, financial reporting, and AP/AR. We keep the books clean and organized so your tax preparer or CPA has an easy handoff — no scramble, no missing records.

    Not sure what scope you need? That's exactly what the call is for.

    We'll look at your current setup — platform, transaction volume, team size — and recommend a scope that fits. No pitch, no pressure. Just a clear recommendation and a number.

    100% confidential
    Response within 1 business day

    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

    CloudPSO Inc. · Oceanside, CA · Founded 2017 · Serving US Businesses