Cloud9 Advisory, Inc.
About
Cloud9 Advisory is a Boston CPA firm that works where finance meets technology. Its starting point is that most finance professionals are not technologists and most technologists do not understand the daily goals of a finance department, so it pairs traditional accounting analysis with modern digital skills. Services fall into three areas: outsourced CFO services, tax and digital solutions, covering mergers and acquisitions, audit assistance, entity formation and structuring, and cloud technology advice.
The firm takes an industry-first approach rather than trying to be everything to everybody. It focuses on subscription businesses moving from products to services, construction and specialty trades that need job costing and invoicing from the field, and real estate development, rentals and experiences. On the tax side it also helps with wealth and estate planning. Clients describe long relationships, including one small business that has relied on the firm since 2016 for tax analysis and planning.
What to Know
- Cloud9 is a Google Workspace partner, a Microsoft certified partner and reseller, and a QuickBooks Certified ProAdvisor.
- The firm has offices in Boston and Portsmouth, New Hampshire.
- It has published its own timeline and approach to adopting AI.
- Cloud9 Advisory is a member of the Milton Chamber of Commerce.
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