Pricing

Transparent Pricing

Every tier includes a dedicated accountant, monthly reports, and our 10-day close commitment.

Choose Your Tier

Straightforward pricing. No hidden fees.

From simple monthly bookkeeping to full strategic advisory. Pick the level that fits your business.

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QuickBooks Online Required: All Cloudform bookkeeping plans require an active QuickBooks Online subscription. We work exclusively with QBO to ensure seamless automation, direct bank feed integration, and reliable 10-day closes.
Tier 1
Essentials
$99 /month

For small businesses that only need a simple bookkeeping service. Our most popular service!

✓ Full monthly bookkeeping
✓ Dedicated accountant
✓ Bank & credit card reconciliation
✓ Monthly P&L and balance sheet
✓ 2-business-day response
✓ 10-day month-end close
Communication
Dedicated email support (2-day response)
Get Started
Tier 2
Essentials Plus
$399 /month

For growing businesses needing deeper insights, custom dashboards, and direct accountant access.

✓ Everything in Essentials
✓ Monthly financial summary
✓ Monthly direct accountant access
✓ Custom KPI dashboard setup with real-time access
✓ Accelerated 1-business-day response
✓ 10-day accelerated close
Accountant Access
Monthly direct accountant check-in
Get Started
Tier 3
Growth
$699 /month

For businesses ready to use their numbers to grow — with monthly guidance.

✓ Everything in Essentials Plus
✓ Budget vs. actuals tracking
✓ Cash flow forecasting
✓ Job/project profitability tracking
✓ 1099 preparation & filing
✓ Accounts payable management
Strategic Meeting
Monthly performance review
Get Started
Tier 4
Premium
$999 /month

For businesses that want a true financial partner — strategy sessions led by a founding partner.

✓ Everything in Growth
✓ Partner-led strategy sessions
✓ Custom financial modeling
✓ Same-day response time
✓ 7-day accelerated close
✓ Annual financial review & planning
Strategic Meeting
Monthly strategy session + mid-month check-in
Get Started
Historical Catch-Up

Behind on your books? We'll get you 100% caught up.

If your accounts haven't been reconciled or your books are months behind, don't worry. We provide full historical QuickBooks cleanup at a transparent, market-leading rate before starting your ongoing monthly plan.

Cleanup & Catch-Up Rate
$75/hour

Average cleanup takes 4–12 hours depending on transaction volume and months behind. We review your QBO file and provide a transparent, fixed-hour estimate upfront before starting.

Request Free Diagnostic & Estimate →

What's Included in Your Cleanup:

✓ Historical Bank & Card Reconciliation: Reconcile every un-matched transaction and balance accounts to the penny.
✓ Uncategorized Expense Fixes: Reclassify messy "Ask My Accountant" and uncategorized expenses.
✓ Chart of Accounts Optimization: Clean up duplicate categories and structure accounts for clear P&L reporting.
✓ Tax-Ready Financial Statements: Deliver finalized Balance Sheets and P&Ls ready for your CPA or tax preparer.
✓ Seamless Transition to Monthly: Once current, you transition smoothly to your $99/mo ongoing plan.

Not sure which tier fits your business?

Schedule a free 20-minute consultation call. We'll evaluate your QuickBooks setup, calculate any clean-up needs, and recommend the best plan for your current stage.

Schedule Free Call (20 Min) →
FAQ

Frequently asked questions.

Everything you need to know before getting started with Cloudform.

Every Cloudform tier includes full monthly bookkeeping, a dedicated accountant who knows your business, bank and credit card reconciliation, monthly P&L and balance sheet delivery, and our 10-day month-end close. Higher tiers include custom KPI dashboards, direct accountant access, accelerated response times, and monthly strategic meetings.
Absolutely. You can upgrade or downgrade your tier at any time — changes take effect at the start of your next billing cycle. Most clients start with Essentials and move to Essentials Plus or Growth once they're ready for monthly strategic check-ins and deeper financial insights.
Yes, we ask for a 3-month minimum commitment. It takes time to set up your books properly, learn your business, and deliver the kind of strategic value we promise. After the initial 3 months, you can cancel anytime with 30 days' notice.
We work exclusively with QuickBooks Online (QBO). Focusing 100% on QBO allows our team to deliver unmatched speed, error-free automated bank feeds, and reliable 10-day month-end closes. An active QuickBooks Online subscription is required for all Cloudform clients.
No problem at all — we specialize in historical catch-up! We offer full QuickBooks cleanup and catch-up services at our standard rate of $75/hour. When you sign up, we run a free diagnostic of your QBO file, give you a transparent upfront estimate of the hours required, and get your historical accounts completely reconciled and tax-ready before beginning your ongoing $99/mo plan.
We handle 1099 preparation and filing for our Growth and Premium clients. For full business tax returns (1120, 1120-S, 1065, etc.), we partner with trusted CPAs and can coordinate the handoff so your books are tax-ready. Your dedicated accountant will work directly with your tax preparer to make filing season seamless.

Ready to meet your bookkeeper?

Schedule a free 20-minute consultation. We'll learn about your business, walk you through the service tiers, and figure out if Cloudform is the right fit.

Schedule a Free Call Activate Plan Online