AI-supported staffing for accounting firms

Hire one person. Get our whole system.

Remote tax preparers, bookkeepers, accountants, controllers, fractional CFOs, virtual assistants and IT support, on our payroll and working only for your firm. Every hire comes with Celia, the AI we built for our own operations, plus secure devices and onboarding we manage end to end.

  • Hire in up to 2 weeks, ready before tax season
  • No recruiting, payroll or HR on your side
  • Bilingual English and Spanish talent from Latin America, working in U.S. time zones
  • 30-day money-back guarantee

Need capacity right away? See our ready-to-start teams

Dedicated staff Celia AI MDM-secured devices Managed onboarding
350+
accounting firms served
50,000+
tax returns filed
300+
US-trained professionals

Tell us who you need

We reply within one business day with profiles that fit your firm.

Prefer to talk to someone now? Schedule a 15-minute call

No commitment. We sign an NDA before you share any client details.

Not another recruiting agency

An agency fills a seat. We give you a system.

CLOUDIT is an AI-supported global capability center. Your staff comes with the people, process and technology we use to run our own accounting operations.

A typical staffing agency

  • Sends you resumes, then steps away
  • You handle payroll, HR and compliance
  • Your IT team sets up laptops and access
  • No tools: the hire starts from zero
  • Weeks or months to fill the seat

CLOUDIT loan staffing

  • Hires, employs and manages your staff for you
  • Payroll, HR and compliance handled by CLOUDIT
  • We provision devices with MDM so you keep full control
  • Every hire works with Celia, our in-house AI
  • Hire in up to 2 weeks, onboarding managed by our team

How loan staffing works

It's like hiring someone, without the hiring. You choose the person, we handle everything else.

  1. 01

    Tell us the role

    Any role your firm needs, from tax and accounting to admin and IT. Your software, your hours.

  2. 02

    Meet a shortlist

    We screen and test candidates, then you review them in our ATS portal, interview and pick.

  3. 03

    We handle onboarding

    Our team manages the entire onboarding process, from devices and access to day one, to ensure a smooth transition.

  4. 04

    Grow when you need to

    Add more people as your volume grows, including extra hands for tax season.

Roles we staff for accounting firms

Remote accounting staff and back-office support for CPA firms, one person or a full team.

Tax preparers

Outsourced tax preparation for 1040, 1120, 1120S, 1065 and state returns, with extra capacity for tax season.

Bookkeepers

Reconciliations, AP and AR, and a monthly close targeted by business day 10.

Accountants and controllers

Financial reporting, review, month-end oversight and FP&A for your clients.

Fractional CFOs

Cash flow, forecasting and strategic finance for the clients who need more than compliance.

Virtual assistants

Client intake, document chasing, scheduling and the admin work that slows your team down.

IT support

Help with your systems, software setup and day-to-day tech issues across the firm.

Works in your software:QuickBooksXeroNetSuiteBill.comDrakeProConnectProSeriesLacerteCCHATX
Two ways to add capacity

Hire to your job description, or plug in a ready team.

Most firms start with loan staffing to fill a specific role. If you need capacity right away, our staffing augmentation team gives you back-office support right away, working as an extension of your team.

Loan staffing

A hire built around your role

Best when you have a specific position to fill and want someone dedicated to it long term.

  • We recruit to your job description, for any role
  • On our payroll, working only for your firm, inside your software
  • Comes with Celia AI, MDM-secured devices and managed onboarding
  • Hire in up to 2 weeks
Get matched with staff
Staffing augmentation · Back-office support

A ready back-office team, inside your workflow

Best when you need extra capacity now, without waiting to hire for a specific role.

  • A trained outsourced accounting and back-office team, already in place and ready to start
  • Plugs into your workflow and works as an extension of your team
  • Accounting, bookkeeping, tax and FP&A, supported by Celia AI
  • Scale seats up or down as your volume changes, from $750 a month
Add a team
AI powers the process. People own the work.

The AI layer behind every hire.

Every person you bring on works with Celia, the AI we built for our own operations. It does the first pass on every file, pulls the data and drafts, so your staff spends their time on the work that needs judgment.

  1. 1
    AI drafts
    Pulls data, prepares the first pass, chases missing documents
  2. 2
    Your dedicated staff checks
    Reviews exceptions and anything that looks off
  3. 3
    Your CPA signs
    Review and sign-off always stay with your firm
"Could not have better people working with us."
Chris, Partner at a top New York CPA firm
30-day money-back guarantee
Hire in up to 2 weeks
IRS §7216 compliant
MDM-secured devices

Questions firms ask us

How is this different from hiring a seasonal preparer?

The person is on our payroll, so you skip recruiting, payroll taxes and HR. They start before the rush, learn your process on prior-year files, and stay with your firm as part of your team.

Do they work only for my firm?

Yes. Your dedicated staff works only for your firm, inside your software, during your U.S. business hours.

How fast can someone start?

You can have someone in place in up to 2 weeks. Tell us your timing in the form and we'll confirm what's realistic for your role.

Who handles onboarding?

We do. Our team manages the entire onboarding process, including devices, MDM setup and system access, so your new hire is ready on day one.

Is there a minimum commitment?

Loan staffing runs on an annual agreement, so your dedicated staff stays with your firm and keeps learning your clients. It's backed by our 30-day money-back guarantee.

Is my client data safe?

Every device we provide is enrolled in mobile device management (MDM), so you keep full control over what your staff can access and do. We also sign an NDA before you share anything, follow IRS §7216 and use bank-level data security.

Our pricing

Hire on your payroll, or ours.

The cost structure is simple and depends on who handles employment.

On your payroll

  • Actual salary*
  • Flat placement fee

You employ the hire directly. A one-time flat fee covers our sourcing, screening and testing, with no added monthly cost from CLOUDIT.

*Actual salary based on experience and skills.

Have your team in place before tax season starts.

Tell us who you need, or pick a time to talk with our team directly.