Fractional CFO & AI Enablement Specialist of a steel company
We are providing a myriad of top quality, AI powered financial solutions for an Ohio steel company using Claude and Claude Cowork by Anthropic. This includes cash forecasts, CFO reports, predictive models to control costs, and transforming the quarterly acounting close.
An exchange for local and regional businesses
A business acquisition firm
Cloud Financial Solutions has an active engagement with a local exchange of businesses. In this engagement, we have been tasked with increasing the financial literacy of local business owners.
Through a local business acquisition firm, Cloud Financial Solutions is engaged to provide a forensic accounting service. Cloud Financial Solutions is tasked in this endeavor to scrutinize financial records in search of fraudulent activity.
A large local union
A large local union has contracted Cloud Financial Solutions, LLC to complete their tax work. In addition, Cloud Financial Solutions would add value in other ways, including by performing an internal audit to provide reasonable assurance for the accuracy of the union's financial reports.
A local business owner
We have an active engagement to assist a local business owner with tax planning and tax compliance services. This business owner is working toward expanding their business into a multi-million dollar enterprise.
Local nonprofits tax research and 990 filing
Cloud Financial Solutions is committed to being part of the solution it the community. We have completed research work and have filed Form 990s for a variety of local nonprofits.
Advising individuals and families for taxes
We are working with a number of individuals to assist with their tax preparation needs. In addition, we are these individuals and familys' tax advisor, recomending and assisting in the implementation of tax savings strategies.
A fitness center owner
A fitness and health center owner has contracted Cloud Financial Solutions to be its full service accountant. The services to be provided include tax planning & preparation, financial systems setup, and payroll & benefit management.
S corp optimization clients
We are currently working with a number of local business owners that are exploring and at times implementing the process of electing to become an S Corp. Cloud Financial Solutions help these businesses have a clear vision of the outcomes of that election.
A local machine repair business
A successful local machining repair shop has contracted with Cloud Financial Solutions to provide them with a variety of support. Cloud Financial Solutions is helping this company to navigate a variety of complex tax requirements.