Cloud Bookkeeping

Cloud Bookkeeping

4 employees
11 years in business

About this pro

Time is money. We can add to your bottom line - by outsourcing your books to experts, you can continue focusing on your revenue generators. Our certified experts utilize the most trusted, efficient bookkeeping platform, QuickBooks Online, to help your business flourish. Let our team of QuickBooks Online Certified ProAdvisors manage your financial data, mitigate risk, and advise your business decisions so you can focus on what you do best: running your business.

At Cloud Bookkeeping we pride ourselves on exceptional service. We know every company is different and we are dedicated to providing customized solutions in a professional and timely manner.

As your bookkeeping experts, we work with your team to ensure your business succeeds by preparing the highest level of professional bookkeeping reports. We provide our clients peace of mind with our detail-oriented reporting, all backed with supporting documentation.

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San Antonio, TX 78216
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What is your typical process for working with a new customer?

Our process with each client varies as our services are highly customized. Generally, we invite you to meet our team of experts. Then, after a consultation, you’ll complete new client paperwork and on-boarding. Next, we’ll develop a customized action plan to best meet your bookkeeping needs. Lastly, we’ll maintain and manage your finances month over month and share regular reports and outcomes.

What education and/or training do you have that relates to your work?

I have professional licenses in QuickBooks Online, Enterprise, Desktop, POS, and Certified ProAdvisor.

How did you get started in this business?

Back in the late 1990's I began working at my father's accounting firm. I am classically trained in audit, tax, and bookkeeping. I even began by using DOS-based bookkeeping software.

What types of customers have you worked with?

We offer clients both financial expertise and innovative problem solving to help start-ups to large corporations make smart business decisions. Our experts customize plans to best meet your immediate and long-term business needs. We serve a wide variety of industries including: technology, retail, non-profit, oil & gas, food & beverage, e-commerce, manufacturing, ranches, property management, medical and many more.

What advice would you give a customer looking to hire a pro in your area of expertise?

Seek professionals that specialize in your software, make sure they are insured, highly rated and attentive to your needs. Anyone can get QuickBooks and call themselves a bookkeeper. These are typically the ones that charge lower rates and have little experience or the infrastructure and necessary knowledge to manage your account.

What questions should customers think through before talking to pros about their needs?

What type of bookkeeping is it that you need? A one-time clean up? Monthly management of your books? Are you looking for a managed solution or training with a little oversight?

Services offered