Fully virtual, fully secure. Onboarded in a week or two, no gap in coverage.
Client login786-952-6621
How it works

Working with a CPA, without the office visit

Everything runs through one secure portal: a single organizer, your documents, e-signatures, and messaging in one place. You send each thing once, and a CPA answers within one business day.

Book a free callSee pricing →
Your portal · onboarding
✓
Free intro callDone · fixed quote sent
✓
Organizer completedOne checklist, sent once
•
Books connectedPrior records pulled in
First close · week 2Then the monthly rhythm
CPA reply
< 1 business day
Live in about 2 weeks
The flow

From first call to fully onboarded

June2026
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Free intro call
Tue · 10:00 AM
Thu · 2:00 PM
Book now

A free intro call

Fifteen minutes. We learn your situation and tell you honestly what it needs, and what it does not.

Your proposalFIXED
Scope, in writingset
Hourly meternone
Your pricefixed
$No surprises

A fixed-price proposal

Your scope and price in writing before any work begins. No hourly meter, no surprise invoices.

Yarik Yarosh, CPA
Your CPA
Yarik Yarosh, CPA
✓Reviewed & signed

A CPA does the work

Books closed and returns prepared, all reviewed and signed by a licensed CPA, with a walkthrough before anything is filed.

Your numbers20262025
< 1day reply
✓A message away

You stay in the loop

Your numbers and messages live in one portal, with a CPA replying within one business day, year-round.

What makes it work

Everything in one secure portal

Your documents, messages, e-signatures, and a single organizer all live in one encrypted place. You send each thing once, and we never make you re-send what you have already given us.

A real CPA answers within one business day, year-round, not a ticket queue and not only at tax time. And because it is all virtual, your location never changes the service: all 50 US states and every Canadian province.

Book a free call
Your portal
✓
DocumentsUploaded once, organized for you
✓
MessagesA CPA replies in < 1 business day
✓
E-signaturesSign from anywhere, on any device
•
One organizerA single checklist, sent once
CPA reply
< 1 business day
All in one place
The fine print, plainly

What you'll never deal with here

✕
Surprise invoices

Every price is fixed and quoted before work starts.

✕
A different stranger each time

The same CPA team knows your file year over year.

✕
A gap when you switch

We request prior records and pick up the next cycle, no lapse.

✕
Changing your software

We work in your QuickBooks or Xero, not ours.

Your first two weeks

What onboarding actually looks like

1

Day 1: the call

A free fifteen minutes. We learn your situation, tell you what it needs, and send a fixed-price proposal.

2

Days 2-3: the organizer

You get one secure checklist and upload link. We connect to your QuickBooks or Xero with read access.

3

Week 1: we pull the history

We request prior books and returns, reconcile what's there, and surface anything that needs cleanup, no gap in coverage.

4

Week 2: first deliverable

Your first close, draft return, or forecast lands, and the monthly rhythm begins. Most clients are fully live within two weeks.

Your data, locked down

Security that isn't an afterthought

Your financial life is sensitive, and it is handled that way: one encrypted portal, access limited to your CPA team, and a licensed professional accountable for all of it.

  • An encrypted portalDocuments and messages move through a secure client portal, never email attachments scattered across inboxes.
  • Access on a need-to-know basisOnly your CPA team can see your file. We do not pool your data into an offshore back office.
  • You own your accountsYour QuickBooks, Xero, and Gusto stay in your name. Leave anytime with everything intact.
  • A CPA is accountableA licensed professional, not just software, stands behind the work and the handling of your information.
Your file · access
✓
Encrypted portalNot email attachments
✓
Your CPA team onlyNo offshore data pool
✓
Accounts in your nameLeave anytime, intact
✓
A CPA accountableNot just software
✓Encrypted
✓Yours to keep
Questions people ask

Switching, security, and getting started

How do I switch from my current accountant or bookkeeper?
We handle the move. After a short call we request your prior books and returns, reconcile what is there, and pick up the next cycle. Most clients are fully onboarded within a week or two, with no gap in coverage.
How long does onboarding take?
Most clients are fully live within two weeks: the call on day one, the secure organizer in the first few days, prior history pulled in during week one, and your first close, draft return, or forecast in week two.
Do I have to change my accounting software?
No. We work inside your existing QuickBooks, Xero, or Gusto, with access in your own name. You keep your accounts and can leave anytime with everything intact.
Is my financial data secure?
Everything moves through an encrypted client portal, never email attachments. Access is limited to your CPA team, your data is not pooled into an offshore back office, and a licensed CPA stands behind how it is handled.
How quickly will I get a response?
A real CPA answers within one business day, year-round. Not a ticket queue, and not only during tax season.
How do we get started?
Book a free fifteen-minute call. We map exactly what onboarding looks like for you and send a fixed-price proposal. There is no payment until after the call.
Still have a question?Ask a CPA directly on a free fifteen-minute call.
Book a free call

See how simple the switch is

Book a free fifteen-minute call. We'll map exactly what onboarding looks like for you, with no obligation.

★★★★★ 5.0 from clients on Google
  • ✓A free fifteen-minute call with a real CPA
  • ✓We map your exact onboarding, no obligation
  • ✓Onboarded in a week or two, no gap in coverage
  • ✓No payment until after the call
A CPA takes your call, not a sales repEvery first call at Blue Cloud is with a licensed CPA, dual-licensed US and Canada. Real answers from the start, never a junior or a script.
Onboarded in ~2 weeksNo gapNo pitch

Book your free call

Two quick steps, then pick a time. Fifteen minutes with a CPA.

No payment until after the call. Prefer the phone? 786-952-6621