Find the business that sounds like yours.
CLOUDIT isn't a menu of services — it's a capability center that reshapes itself around what your specific business needs. Pick the one that's you.
Stop turning down work you should be winning
Your bottleneck is capacity, not demand. CLOUDIT embeds bookkeeping, tax, and FP&A staff — or Praxa and Celia directly — into the workflow you already run, so partners spend their time reviewing judgment calls, not chasing reconciliations.
White-label Praxa + Celia as your own firm's edge — bookkeeping, tax workpapers, and FP&A dashboards, automated.
Bookkeepers, tax preparers, and FP&A analysts embedded in your tools, managed on our side.
Celia does the first pass on every engagement; your embedded professional reviews, resolves, and signs off.
- ✓ Take on tax-season volume without a hiring cycle
- ✓ Free senior CPAs from prep to focus on advisory
- ✓ Offer Fractional CFO services without adding headcount
Season after season, without the staffing scramble
A tax practice lives and dies by throughput. CLOUDIT runs the full pipeline behind your signers — documents gathered, missing items tracked and chased, returns prepared with technology and AI, reviewed for quality, and delivered through your preferred tax software.
Workflow automation in Praxa: document collection, missing-information tracking, AI-assisted preparation, and status you can see per return.
Trained preparers and dedicated reviewers, certified across the platforms you already use, elastic for the season.
Celia gathers and flags; preparers complete; reviewers QC — and only then does a return reach your signer.
- ✓ 1040, 1120, 1120S, 1065 & state returns — across 15+ platforms (Drake, ProConnect, UltraTax, Lacerte, CCH…)
- ✓ Document gathering & missing-info follow-up handled for you, tracked in Praxa
- ✓ Surge seats January–April, elastic back down in May — no fixed hires
- ✓ IRS §7216-compliant consent and disclosure, end to end
Take on more clients without hiring your own analyst
You own the relationship and the judgment calls. Praxa's Fractional CFO Suite and an embedded FP&A analyst do the modeling, the dashboard, and the board pack — every month, under your name.
Praxa auto-builds the KPI dashboard, cash outlook, and forecast from your client's connected books.
A dedicated FP&A analyst preps the model and the narrative before every client review.
Praxa refreshes the model every close; you review it with the client and own what it recommends.
- ✓ White-labeled reporting under your own brand
- ✓ Board & investor-grade packs, every month — every spend correlated with its purpose, every revenue given its meaning against forecast
- ✓ Investor-ready financial decks for fundraising, sale, or PE acquisition — your CFO fronts the investors, our team builds everything behind
- ✓ Cross-department coordination — the right questions asked of the right department heads, so the numbers carry the story
Investor-grade books, built on whatever you already run
Revenue recognized correctly by stream, deferred revenue tracked, MRR and cash reported monthly — so when a diligence team asks, the answer is already documented, not assembled under deadline.
Praxa class-tags revenue by stream and rolls the deferred revenue schedule automatically from your billing system.
A named fractional CFO and controller close your books and own the investor conversation.
Praxa builds the revenue schedule and KPI dashboard; your CFO-level lead reviews and presents it.
- ✓ Revenue recognized by stream (ASC 606), reconciled to billing
- ✓ MRR bridge, deferred revenue, cash runway — monthly
- ✓ Diligence-ready books before your first raise conversation
Books that understand how healthcare gets paid
Insurance reimbursement timing, multi-location consolidation, and practice-owner tax planning are not generic bookkeeping problems — they need a team that's handled them before.
Praxa keeps multi-location numbers reconciled and visible in one place, even across separate entities.
A bookkeeper or controller who separates insurance collections from patient-pay correctly, every close.
Celia flags reconciliation exceptions; your CLOUDIT accountant resolves them against payer detail.
- ✓ Insurance vs. patient-pay collections tracked separately
- ✓ Multi-location consolidation for group practices
- ✓ Practice-owner tax planning (entity structure, retirement)
Stop dreading your own bookkeeping software
You didn't start a business to become a bookkeeper. A dedicated professional handles the day-to-day; you get a plain-English monthly picture instead of a login you're afraid to open.
Celia chases receipts, categorizes transactions, and reconciles automatically between visits from your bookkeeper.
A dedicated bookkeeper or virtual assistant for books, admin, scheduling, and document chasing.
Celia keeps things current day to day; your bookkeeper closes the month and explains it in plain English.
- ✓ Monthly close & a P&L you can actually read
- ✓ Tax-ready books — no year-end scramble
- ✓ Start at a few hours a month, scale as you grow
One finance function, standardized across the portfolio
Roll-ups and add-on acquisitions live or die on whether every entity reports the same way. CLOUDIT standardizes the chart of accounts and monthly close across your portfolio, and staffs up fast when a deal needs diligence support.
Praxa gives the deal team one consolidated, comparable view across every portfolio company.
Controllers and accountants stand up a consistent finance function inside each newly acquired company.
Praxa holds the standardized reporting template; our staff run the close inside each entity to it.
- ✓ One standardized reporting format, every portfolio company — reconciled and reported back to your investors on a recurring basis
- ✓ Functional specialists staffed to each portco's volume mix — AP, AR, R2R, O2C (AP may be 40% of the work at one company, 10% at another)
- ✓ OCR-driven vendor-bill capture where AP is heavy; AI consolidations across portfolios and franchises
- ✓ Month-end, reconciliations, add-backs & EBITDA calculations, compliance, and bank due diligence
- ✓ Post-close, 90-day finance function stand-up