How Outsourced Accounting Works

The journey

Your Journey to Better Financial Decisions

Here's exactly how outsourced accounting works with CloudCFO, from the first conversation to the monthly rhythm you can plan around.

Tailored scope and transparent pricing, no packages you don't need
Meet your dedicated CloudCFO team
Clear communication, cloud accounting tools, and centralized document management

Review and document your processes and timelines for every deliverable
Set up your cloud accounting system, or review the one you already have
Assess your accounting records, compliance status and document gaps through a tailored Onboarding Assessment Report

We align your business goals with the numbers you need to see
Receive actionable reports and dashboards on a schedule you can plan around
Continuous improvement of your financial controls and processes

Schedule a Free Consultation

Your cloud accounting ecosystem

Everything in one place. Nowhere else to look.

Most outsourced accounting means emailing your accountant for a file, then opening three other systems to piece together an answer. The CloudCFO WebApp is our own platform, built for exactly this, and it's included with your service. It connects to the cloud accounting systems you already use, so your numbers, documents, deadlines and team all live in one place.

Reports built for decisions

Your dashboards and management reports are structured around the questions you're actually asking where margin is going, how cash is tracking, which parts of the business are carrying the rest. The WebApp connects directly to your accounting platform, so the numbers are live rather than a month-old export, and your CloudCFO team works from the same view you do. Every conversation starts from the same figures.

CloudCFO Financial Dashboard 2026Live

Key financial metrics

Total income319.6K

Gross profit199.1K

Gross margin62.3%

Cash on hand20.3K

Every process and deadline, tracked

All deliverables and deadlines are documented and visible, including BIR filings. You can see what's been filed, what's in progress, and what's waiting on you.

Processes · Deliverables & deadlinesOn track

Upcoming this month

Conduct bank reconciliationTo DoBP09 Sep

Submit Sales Report Aug 2026To ReviewBP10 Sep

Issue Financial Report Aug 2026To DoBP15 Sep

BIR 2550Q — VAT filingFiledBP25 Sep

Month-end closing activitiesTo DoBP05 Oct

One home for your documents

Upload once. Receipts, invoices, bank files and reports stay centralized, organized and searchable.

Library · 02. General AccountingSearchable

01. Onboarding

02. General Accounting

03. Payroll

04. Taxes

05. Reports

06. Audit

Bank Reconciliation — Feb 202609 Mar

Credit Card Reconciliation — Feb09 Mar

Invoice_2114_CloudCFO.pdf02 Dec

Payments 08.02.25.png04 Sep

Standard Financial Report — Nov23 Dec

Automation that removes the waiting

Routine steps run on their own, so work moves forward without anyone having to remember to move it.

Automated workflowRunning

Treatment applied automatically

SensLynx — Feb 2026 Bank Recon.pdfReconciled

Supplier invoice · Tech AmericasCoded

Payment batch 08.20.25Matched

BIR 2307 certificatesFiled

Response times you can hold us to

Communication channels with committed response times, in the same place as the work they refer to.

Messages · ABC Company, LLCOnline

JK

February bank rec is closed. Two items need your confirmation before we post them.

AB

Confirmed both. Can we see margin by location this month?

JK

…

Committed response timeWithin business hours

No extra subscription. No extra logins. No wondering who has the latest version.

See the WebApp in Action Get Started Today

The systems we work in

Our Toolkit

Our team is trained and experienced with most cloud-based accounting and financial systems, including Xero, QuickBooks, Unleashed, Hilsoft and StoreHub. We work with your existing tools, or help you transition to the right ones.

Visit our Cloud Accounting Resource page for professional insights and practical tips on digitalising your accounting.

We work in