Cloud Bookkeeping

What Cloud Bookkeeping does

Cloud Bookkeeping, Inc. is a US-based virtual bookkeeping, accounting, and tax services firm founded in 2018 by Maricel Aringo and headquartered in Irvine, California, with additional offices in Ontario and Newport Beach. The company delivers its services remotely to individuals, families, startups, small and medium businesses, contractors, and sole proprietors across the United States, with industry-specific offerings for healthcare/dental, restaurant, construction, and trucking clients. Core deliverables include weekly bookkeeping, preparation of Income Statements, Balance Sheets, and Statements of Cash Flows, individual and corporate tax services, payroll management, A/R and A/P management, catch-up/clean-up, sales and use tax determination, life insurance, budgeting advice, and profitability advising.

The underlying technology stack is built on third-party cloud platforms rather than proprietary systems: QuickBooks Online and Xero serve as the primary accounting backbones (with subscriptions bundled into the service), Hubdoc handles document automation, Tax Planner Pro supports tax planning, and Dropbox provides storage. The firm holds Intuit QuickBooks ProAdvisor (Platinum), Xero Certified, Hubdoc Certified Pro, CTEC Certified Tax Preparer, and Acclaim Certified Professional Bookkeeper credentials, and markets 20+ years of combined professional experience.

The business model is a hybrid of monthly recurring subscription retainers for the core Professional Bookkeeping Service plus professional-services fees for tax, payroll, A/R, A/P, and one-time clean-up engagements. Go-to-market is sales-led and inside-sales driven, with online booking for free initial consultations, content marketing via blog and social channels (Facebook, Instagram, Twitter), review platforms (Google Reviews, Alignable), and industry-conference participation. The firm is privately held, bootstrapped (no funding rounds disclosed), and operates with 1-10 employees.

Name

Cloud Bookkeeping

Legal name

Cloud Bookkeeping, Inc.

Website

https://cloudbookkeepinginc.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Cloud Bookkeeping, Inc. is a US-based virtual bookkeeping, accounting, and tax services firm delivering weekly remote bookkeeping, tax, payroll, and advisory services to SMBs, startups, contractors, and industry verticals (healthcare, restaurant, construction, trucking) using QuickBooks Online and Xero.

Ownership category

akta.pro rank

Product category

Bookkeeping and Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Payroll Services (541214)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industries

Managed Payroll Services (Full-Service Payroll Outsourcing) (BPAAAHAA), Employer Payroll Processing (SMB & Enterprise) (FSAMAKAA)

Keywords

• Virtual bookkeeping services
• Cloud accounting services
• Tax preparation services
• Small business bookkeeping
• Payroll management services

Headquarters

HQ city

Newport Beach

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Professional Bookkeeping Services: Monthly bookkeeping service providing weekly bookkeeping, financial statements, and ongoing accounting support. Includes QuickBooks Online or Xero subscription.
2. Tax Services: Individual and corporate tax services including Federal, State and Business Tax Services, Sales and Use Tax Determination
3. Payroll Management: Payroll processing and administration services
4. A/R and A/P Management: Accounts receivable management/invoicing and accounts payable bill-pay management services
5. Bookkeeping Catch-up & Clean-up: One-time service to organize and clean up disorganized books

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels8 records

Core offering

Cloud Bookkeeping, Inc. delivers weekly virtual bookkeeping, general accounting, payroll processing, accounts receivable and payable management, and individual and corporate tax services remotely using QuickBooks Online and Xero cloud accounting platforms. The firm packages recurring monthly bookkeeping with included QuickBooks/Xero and Tax Planner Pro subscriptions and offers industry-specific bookkeeping for healthcare, restaurant, construction, and trucking clients alongside catch-up/clean-up, sales-and-use-tax determination, life insurance, and budgeting/profitability advisory services for SMBs, startups, contractors, and individuals across the United States.

Product overview

Cloud Bookkeeping, Inc. is a service company offering a unified suite of virtual bookkeeping, accounting, and tax services for startups, small and medium businesses, sole proprietors, contractors, and professional services firms. The core offering combines Virtual Bookkeeping Services (weekly remote bookkeeping using cloud platforms) with General Accounting Services (financial statement preparation), Individual & Corporate Tax Services, and Payroll Management. Additional services include A/R Management/Invoicing, A/P Bill-Pay Management, Bookkeeping Catch-up & Clean-up, Sales and Use Tax Determination, Life Insurance, Budgeting Advice and Implementation, and Profitability Advising. Industry-specific solutions are offered for Healthcare, Restaurant, Construction, and Trucking sectors. Services are delivered using QuickBooks Online and Xero as the primary accounting platforms, with Tax Planner Pro for tax planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Virtual Bookkeeping Services Weekly remote bookkeeping delivered via cloud accounting platforms, covering transaction coding, bank reconciliation, accounts payable/receivable, payroll processing, and financial reporting for SMBs, startups, sole proprietors, and contractors.
• General Accounting Services Preparation of Income Statement, Balance Sheet, and Statement of Cash Flows with email, phone, and video support for clients who need periodic accounting deliverables beyond transaction-level bookkeeping.
• Individual & Corporate Tax Services Federal, state, and business income tax preparation and planning for individuals, families, and corporate clients, performed by CTEC Certified Tax Preparer staff using Tax Planner Pro.
• Payroll Management Payroll processing and administration services including employer tax withholding, payroll runs, and pay processing for SMB and contractor clients.
• A/R Management/Invoicing Accounts receivable management and invoicing services for tracking client revenue, generating invoices, and following up on outstanding receivables.
• A/P Bill-Pay Management Accounts payable management and bill-pay services including vendor bill processing, check writing, and keeping payables current for SMB clients.
• Bookkeeping Catch-up & Clean-up One-time project service to organize and clean up disorganized books, correct errors, and produce CPA-ready financials for clients falling behind on their records.
• Sales and Use Tax Determination Sales and use tax compliance assistance for businesses operating across multiple states, including nexus and tax liability determination support.
• Healthcare Bookkeeping Services Specialized bookkeeping service for dentists, dental clinics, and healthcare professionals covering organizing books, fixing mistakes, CPA-ready books, balance sheet and cash flow statement review, monthly/quarterly/annual reporting, QuickBooks Online setup, client billing, payroll administration, and financial reporting.
• Restaurant Bookkeeping Services Bookkeeping service for restaurants and cafes including revenue tracking, expense management, payroll cost recording, cost of goods sold analysis, profit margin analysis, and detailed financial reports.
• Construction Bookkeeping Services Bookkeeping service for construction companies and contractors including business operational reviews, job estimating and costing, payroll services, tax reporting, cash flow analysis, QuickBooks/Xero setup, fixed asset accounting, and budgeting and financial modeling.
• Trucking Bookkeeping Services Bookkeeping service for truck drivers and independent trucking companies including weekly bank transaction uploads, expense matching, monthly reconciliation, profit and loss statements, fuel expense tracking, accounts payable, driver pay processing, and payroll administration.
• Life Insurance Services Life insurance services offered as part of the firm's financial services package for individuals and families.

Quantifiable outcome

• Clean books maintained weekly
• +2 more outcomes

Named customers6 records

Segments8 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core and minor.

• QuickBooks OnlinecoreTechnology or IntegrationPrimary accounting software platform; QuickBooks Online subscription included with service; team is QuickBooks Online Pro Advisor and Platinum Member certified by Intuit
• XerocoreTechnology or IntegrationPrimary accounting software platform alternative; team is Xero Certified; data migration services offered from/to Xero
• Transportation Industry CompaniesminorOthersVarious companies that help and promote success of truckers and transportation companies by providing discounted rates for services and products

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Ignite Spot Accounting Services: Outsourced bookkeeping, accounting, and tax services for small to mid-sized businesses using cloud platforms. Closely comparable in service scope, technology stack, and SMB target market.
• Botkeeper: AI-assisted bookkeeping service combining automation with human oversight for SMBs. Competes directly with Cloud Bookkeeping's weekly bookkeeping value proposition at potentially lower price points.
• 1-800Accountant: Virtual accounting, bookkeeping, and tax preparation service for small businesses and individuals nationwide. Comparable in customer profile (SMBs, startups) and service mix (bookkeeping, tax, advisory).
• AccountingDepartment.com: Outsourced bookkeeping and accounting services for SMBs and growing businesses. Provides comparable services (full-charge bookkeeping, financial reporting, payroll) using cloud platforms.
• Bench (now part of Employer.com): Tech-enabled virtual bookkeeping service targeting SMBs and startups in the United States, offering monthly bookkeeping, financial statements, and tax support. Directly comparable in service model and customer profile to Cloud Bookkeeping.
• TGG Accounting: Cloud-based bookkeeping, accounting, and CFO services for SMBs using QuickBooks and Xero. Comparable service model, customer mix, and delivery approach to Cloud Bookkeeping.
• Pilot: Outsourced bookkeeping, accounting, and CFO services for startups and SMBs. Strong direct competitor in the virtual bookkeeping category with a similar QuickBooks/Xero-based tech stack and tiered pricing.
• Bookkeeper360: Cloud-based bookkeeping and accounting firm using Xero and QuickBooks for SMBs, with bundled advisory, tax, and CFO services. Operates in the same product category with overlapping customer segments.

Broad incumbents

• QuickBooks Live (Intuit): Intuit's own virtual bookkeeping service staffed by QuickBooks experts, offered natively inside the QuickBooks ecosystem. Represents both a channel partner and the most powerful direct competitor given platform control.

Emerging players

• FinOptimal: Outsourced bookkeeping and controller services for SMBs, startups, and fractional CFO firms. Smaller-scale direct peer with QuickBooks/Xero expertise and similar target customer profile.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/CBIcalifornia
• Facebookfacebook.com/Cloudbookkeepinginc
• Instagraminstagram.com/cloudbookkeepinginc
• LinkedInlinkedin.com/company/cloudbookkeepinginc

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cloud Bookkeeping