CudaBooks
HOW IT WORKS
Are you ready to have an expert take care of your bookkeeping?
We’ll match you with a professional who will manage your finances so you can focus on growing your business. You’ll receive detailed and accurate books and financial reports every month.
STEP 1
Meet Your Bookkeeper
An expert bookkeeper will be matched with you to get to know your business and manage your books for you.
STEP 2
Connect Your Data
Say goodbye to annoying CSV files and email attachments. CudaBooks integrates with everything you already use, like Quickbooks, Xero, Gusto, and Expensify. Your expert will connect and gather everything they need for you.
STEP 3
We DoAll The Work
Detailed and accurate reports will be provided to you along with ongoing preparation for tax time. These reports include profit and loss, balance sheet, and cash flow statements. Additionally, your expert will provide growth insights that are relevant to your specific industry.
Here’s What You’re Getting With CudaBooks
One-on-one professional support
A financial expert will be matched with you to keep your books up-to-date and prepare everything for you each week. Our in-house CudaBooks advisory team will also be there to provide year-round support for anything you need along the way.
Tax season, minus the stress
Bank data will be imported and reconciled by your expert who will also prepare your financial statements when needed. They’ll ensure everything is ready for tax time and keep you informed throughout the process.
Real-time insights from business growth experts
You’ll receive monthly financial statements and expense reports so you can keep a close eye on cash flow. Additionally, our research team will provide valuable insights to help your business grow.
Unlimited one-on-one support
Stay up-to-date with regular updates
They’ll reach out as soon as they have any important bookkeeping updates for you. If you have any questions, simply send them a message and they’ll get back to you within a working day or less.
Our expert team is always here to help
They can answer any complex questions and provide access to valuable industry insights and resources. Our goal is to help your business grow and succeed, so don’t be afraid to ask!
Book a call anytime
Whether you need to review for tax time or catch up on the month, your expert is ready for a call whenever you need help.
Stress-free tax preparation and filing
Financials ready for tax time
We will provide you with precise financials promptly and punctually so that you can file your taxes quickly and easily, whether you are filing on your own or working with a CPA.
Additional assistance when you need it the most
At times, you may require financial assistance beyond monthly bookkeeping. With CudaBooks services, one of our professionals can file for you. They can also pay your business bills and create and send invoices to your customers.
Tax Planning Support
We will collaborate with any of your current advisors to ensure that your financial plan is aligned with your objectives. We also provide our own year-round tax advisory and plans if you require them.
Precise reports that help grow your business fast
Essential financial statements & reports
Receive all the reporting data you require to monitor the health of your business. Every month, your bookkeeper will send you a comprehensive report package that includes your profit and loss, balance sheet, and cash flow statement. You will also receive industry insights to help expand your business.
We send you what matters
You don’t need another app to download or software to log into. Your CudaBooks expert will manage all of that and only send you what is important.
100% Secure data protection
Your information and data are always secure. We safeguard everything using 256-bit SSL/TLS encryption, which is the gold standard used by banks and governments worldwide.
We Integrate With Your Existing Software
