Cloudbook365 › How it works
How we work with you
A clear start, then a steady monthly rhythm. Everything happens online, so you can work with us from anywhere.
Step 1
Free consultation
We review your business, the platforms and banks you use, and what you need from your books.
Step 2
Setup and onboarding
We connect your accounts, configure your chart of accounts and agree on a monthly schedule.
Step 3
Monthly close
We categorize, reconcile and review every account, then fix anything that does not tie out.
Step 4
Reports and review
You get clear financial reports and straight answers to your questions.
What we will ask you for
Getting started is simple. We send a short checklist, and most of it is access or exports you already have.
- Access to, or statements from, your bank and credit card accounts
- Reports from your sales platforms and payment processors
- Access to your accounting software, if you already use one
- Payroll reports, if you have employees
FAQs
Common questions
Is everything done online?
Yes. Onboarding, document sharing and reporting all happen online.
Do I need to change my software?
No. We work in the accounting software and platforms you already use. If you do not have software yet, we will recommend one.
How soon do I get my first reports?
After your first month is closed. We agree on the schedule during onboarding.
What if my books are behind?
We start with a cleanup and catch-up project, then move you to monthly bookkeeping.
Get your books under control
Tell us about your business and we will recommend the right plan.