We are a dynamic team of tech-savvy accountants and bookkeepers, dedicated to redefining modern financial and operational leadership. With a robust portfolio of over 100 satisfied clients and counting, we've cultivated long-term, successful partnerships across the United States. Our mission is to deliver unparalleled financial intelligence, enabling data-driven decisions for businesses. As an outsourced accounting solution, our clients consistently achieve financial success thanks to our unwavering commitment to their financial well-being. Join us to embark on a journey of financial empowerment and enduring success.

-𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴-

✔️Preparation and analysis of financial statements
✔️Customized financial reporting
✔️Budgeting
✔️Monthly bank and credit card reconciliations
✔️General ledger bookkeeping and analysis
✔️Electronic bill payment
✔️Preparation of amortization and fixed asset depreciation schedules
✔️Preparation of Forms 1099, 1096 and other year-end requirements
✔️Sales and use tax return preparation and compliance
✔️Representation on sales tax notices and audits
✔️Develop and implement policies and procedures

-𝗣𝗮𝘆𝗿𝗼𝗹𝗹-

✔️Preparation of payroll, direct deposit, quarterly tax reports and tax liability deposits
✔️Preparation of W2 forms and year-end reporting
✔️Reporting for household employee wages
✔️Payroll tax compliance
✔️Representation on payroll tax notices

-𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗦𝗲𝘁𝘂𝗽 & 𝗧𝗿𝗮𝗶𝗻𝗶𝗻𝗴-

✔️Accounting software purchase and implementation
✔️QuickBooks training,
✔️Conversions and upgrades
✔️Individual or group training
✔️Customized internal reporting
✔️Remote access solutions

-𝗔𝗽𝗽𝗳𝗼𝗹𝗶𝗼 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴-

✔️Bank Reconciliations
✔️Comprenhensive Owner Statements
✔️Preparation of Financial Statements

-𝗖𝗼𝗻𝘁𝗿𝗼𝗹𝗹𝗲𝗿, 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 𝗔𝗻𝗱 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀-

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#BusinessGrowth #BusinessSuccess #OutsourcedAccounting

Accounting

Cloud5 Accounting

Wes Hackett

Luis Martinez

Guillermo Tenorio

Michele Davis

Noel Mora

The Accounting Team at Cloud5 Accounting handles a wide range of financial responsibilities including preparation and analysis of financial statements, customized financial reporting, budgeting, bank and credit card reconciliations, general ledger bookkeeping, electronic bill payment, and tax return preparation and compliance. They also offer payroll services, QuickBooks setup and training, and Appfolio bookkeeping. Additionally, they provide controller, consulting, and advisory services to support clients in making data-driven financial decisions, ensuring compliance, and achieving long-term financial success.

Accounting Team

About

Team members