Packed with modern bookkeeping, reporting, and analytics tools, CloudNest Finance functions as your full virtual finance team. We help small business owners simplify their books, make sense of their numbers, and plan their next move—with clarity, confidence, and strategy.

Smart Financial Clarity

Stop second-guessing your prices or worrying about cash flow.

We organize your books and translate your data into clear, actionable insights—so you always know if you’re on track to grow or need to adjust.

Cloud-Based Convenience

Access your financials anytime, anywhere. With secure cloud tools like QuickBooks Online and Wave, you get real-time visibility into income, expenses, and trends—without waiting for end-of-month reports.

Strategic Support

We go beyond bookkeeping.

Think of us as your finance partner—helping you understand what your numbers are telling you, forecast with confidence, and make smarter business decisions every day.

Cloud-Based

Why Cloud Bookkeeping?

Because your business doesn’t stop at 5 p.m.—and neither should your books.

Cloud bookkeeping keeps your data organized, connected, and always up to date.

No more chasing receipts or guessing where your money went—just clean, accurate numbers that work as hard as you do.

That’s why at CloudNest Finance, we use the latest cloud tools to bring you bookkeeping that’s faster, smarter, and built for the way modern small businesses work today.

Notion

Client Portal

Every CloudNest client gets access to a personalized Notion Client Portal — your all-in-one hub for everything related to your finances.

It’s a secure, organized space where you can:

• Access your reports, dashboards, and deliverables anytime
• Send questions or requests directly in one place
• Upload receipts and documents securely
• Track deadlines, meetings, and project updates

No more endless email threads or missing attachments — just one clean, connected workspace that keeps your bookkeeping simple and stress-free.

Services and Pricing

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Essentials plan

$250 per month

Perfect for freelancers and small business owners who need simple, reliable bookkeeping.

Includes:

• Monthly transaction categorization & reconciliations
• Basic financial report
• Digital receipt tracking </aside>

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Growth plan

$450 per month

For growing businesses that want bookkeeping plus insights.

Includes everything in Essentials, plus:

• Custom financial dashboards
• Monthly reports with insights
• Quarterly review calls </aside>

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Enterprise plan

$600 per month

Tailored for established businesses that need advanced analytics and hands-on support.

Includes everything in Growth, plus:

• Cash flow forecasting
• Budgeting & KPI tracking
• Collaborate with your in-house CPA </aside>

Compare Our Plans

| Features | Essentials $250/mo | Growth $450/mo | Enterprise $600/mo | | --- | --- | --- | --- | | Monthly Categorization | ✔ | ✔ | ✔ | | Bank & Credit Card Reconciliation | ✔ | ✔ | ✔ | | Monthly Financial Statements (P&L + BS) | ✔ | ✔ | ✔ | | GST/HST Tracking | ✔ | ✔ | ✔ | | Digital Receipt Capture | ✔ | ✔ | ✔ | | Cloud File Organization (Drive/Notion) | ✔ | ✔ | ✔ | | Email Support | ✔ | ✔ | ✔ | | Year-End CPA Package | ✔ | ✔ | ✔ | | Custom Dashboards | — | ✔ | ✔ | | Monthly Reports w/ Insights | — | ✔ | ✔ | | Quarterly Review Call | — | ✔ | ✔ | | Light KPI Tracking | — | ✔ | ✔ | | Cash Flow Forecasting | — | — | ✔ | | Budgeting Support | — | — | ✔ | | Advanced KPI Tracking | — | — | ✔ | | Scenario Planning (What-If Models) | — | — | ✔ | | CPA Collaboration | — | — | ✔ | | Priority Support | — | — | ✔ |

ADDITIONAL SERVICES (Add-Ons)