Cloudbook365 › Services › Bookkeeping
Expert bookkeeping services for US businesses
Accurate records, clear monthly reports and books that are ready for tax season. We reconcile your banks, card processors and marketplaces, so you can focus on running your business.
Overview
Bookkeeping built around how your business actually gets paid
Whether you need steady monthly bookkeeping, help untangling payouts from Amazon, Shopify, Walmart or Target, or a cleanup of books that have fallen behind, we match the service to your situation. Everything is delivered online, so you can see where your business stands from anywhere.
We work with small business owners across the US, from online sellers and cafes to retail shops, rental hosts and startups. We work with all major banks, payment processors and accounting platforms, so you do not need to change the tools you already use.
Our bookkeeping services
Pick one, or combine them. Most clients start with cleanup or monthly bookkeeping and add services as they grow.
01
Monthly bookkeeping
Every month we record and categorize your transactions, reconcile your bank and credit card accounts, and send you a financial package with profit and loss, balance sheet and cash flow. Your books stay current, so tax season and requests from lenders or investors never become a scramble.
Best for: small businesses that want dependable books without hiring in-house.
02
E-commerce and marketplace reconciliation
Marketplaces pay you net of fees, refunds and chargebacks, often in batches that do not match your orders. We break each payout into sales, refunds, fees and chargebacks and match it to your bank deposit, across Amazon, Shopify, Walmart, Target and processors like Stripe and PayPal.
Best for: online sellers on one or more sales channels.
03
Outsourced and virtual bookkeeping
Get the work of a bookkeeping team without the cost of hiring and managing one. We work entirely online, plugging into your accounting software and workflows instead of asking you to change them, so your records, reports and questions are handled quickly and remotely.
Best for: owners who want finance work off their plate.
04
Bookkeeping with payroll
We record payroll in your books and reconcile it against your bank each pay cycle, including wages, taxes and benefits, so labor costs show up accurately in your reports. We work with the payroll provider you already use.
Best for: businesses with employees that want payroll and books to agree.
05
Cleanup and catch-up
If your books are behind, disorganized or unreliable, we review every account, fix misposted and duplicate transactions, reconcile back to your statements and bring everything up to date. The timeline depends on how far behind you are and how many accounts are involved, and we give you an estimate after an initial review.
Best for: owners catching up before taxes, a loan or a new accountant.
06
Industry-specific bookkeeping
Every business has its own revenue flow and reporting needs. We set up your chart of accounts and reports around yours: e-commerce sellers, cafes and bakeries, retail stores, short-term rentals and hospitality, startups and freelancers.
Best for: businesses where generic bookkeeping misses the details.
What you can expect
What changes when your books are handled
Books ready when you need them
Records stay categorized, reconciled and documented, so tax filing, a lender request or an accountant's questions do not turn into a scramble.
A clear view of cash flow
Monthly reports show what is coming in, what is going out and which channels or products make money.
Hours back every week
No more chasing receipts, matching deposits by hand or wrestling with spreadsheets. Reconciliation is our job, so you can focus on customers.
Fewer costly mistakes
Errors lead to missed deductions, penalties and bad decisions. Each month ends with checks for duplicates, uncategorized items and unusual swings.
Why choose Cloudbook365
01
Accuracy
Every month closes with a review for duplicates, uncategorized items and balances that do not tie to your statements.
02
Platform know-how
We understand how marketplaces and processors report sales, fees and refunds, which is where many sellers' books go wrong.
03
Flexibility
Start with what you need, then add or scale back services as your business changes.
04
Affordability
Expert bookkeeping without the cost of a full-time in-house hire.
05
Your tools, not ours
We work in your accounting software and your bank and processor accounts, so you do not have to switch.
06
Plain-English reporting
Clear reports and straight answers, not accounting jargon.
Our simple process
Step 1
Discovery call
We learn about your business and your current bookkeeping challenges.
Step 2
Onboarding and setup
We connect your accounts and tools and set up your chart of accounts.
Step 3
Ongoing bookkeeping
We categorize, reconcile and review your accounts every month.
Step 4
Reporting and review
You receive clear monthly reports and answers to your questions.
FAQs
Bookkeeping questions, answered
What are outsourced bookkeeping services?
You hire an outside firm like Cloudbook365 to manage your financial records instead of employing an in-house bookkeeper. You get the work done without the salary, training and management overhead.
How quickly can you clean up my books?
It depends on how many months are behind, how many accounts are involved and how many transactions there are. After a short review of your records, we give you a clear timeline.
Do you work with small businesses?
Yes. Our services are built for small business owners, from online sellers and cafes to retail shops, rental hosts, startups and freelancers.
Can you reconcile Amazon, Shopify, Walmart or Target payouts?
Yes. We match sales, refunds, fees and chargebacks to each payout and to your bank deposit, so your books agree with what actually landed in your account.
Which accounting software do you work in?
We work in QuickBooks, Xero and other major platforms. If you do not have software yet, we will recommend one and help you set it up.
Is everything done online?
Yes. Onboarding, document sharing and reporting all happen online, so you can work with us from anywhere.
How do I get started?
Book a free consultation. We will review your business, recommend the right service, and send you a proposal.
Take the stress out of bookkeeping
Book a free consultation and we will tell you what we would fix first.