Business Details
26 Years
experience
Trusted Remote Accounting & CFO Services for Professional Firms
Since 2000, Soulsby Accounting has been a trusted partner for small and mid-sized financial advisory, consulting, and professional service firms seeking expert accounting solutions. Founded by Tracy Soulsby, CPA, our firm pioneered cloud-based accounting services, combining virtual platforms with CPA-level expertise to deliver flexible, efficient support. Our team of skilled professionals provides meticulous bookkeeping, payroll management, and virtual CFO services tailored to growing businesses that require elevated financial insight without maintaining an internal accounting department.We leverage technology to streamline processes while prioritizing personalized service, ensuring clients gain actionable financial insights and strategic guidance. With decades of experience, we specialize in addressing the unique challenges faced by professional service firms, offering scalable solutions that evolve with our clients' needs.
Services
Accounting & Bookkeeping
Payroll Support
Virtual CFO & Advisory
Cloud Accounting
Fractional Services
Details
- Year established: 2000
Highlights and features
- We offer 24 years of specialized experience serving professional service firms
- Our cloud-based platform ensures real-time financial visibility and accessibility
- We provide proactive, CPA-led financial guidance tailored to your business needs
- Our processes combine automation with human expertise for error-free results
- We act as an extension of your team, offering personalized support and strategic insights
What people say
Accurately handle everything
Understand the big picture
Suggest more efficient ways
Services
Accounting & Bookkeeping
Our cloud-based accounting and bookkeeping services ensure accurate financial records through transaction entry, reconciliations, and financial statement preparation. We handle bill payments, customer invoicing, and tax-ready books while providing monthly check-in calls to discuss financial insights. This service helps firms maintain organized records and make informed business decisions.
Payroll Support
We manage payroll processing, employee onboarding, and benefits administration through integrations with payroll providers. Our support includes system maintenance, compliance guidance, and annual reporting for retirement plans and workers' compensation audits. This service reduces administrative burdens and ensures accurate, timely payroll execution for remote teams.
Virtual CFO & Advisory
Our virtual CFO services provide strategic financial guidance through dynamic dashboards, cash flow forecasting, and KPI development. We offer budget planning, internal controls consulting, and tech stack optimization to improve financial processes. This service helps firms gain actionable insights and implement efficient financial strategies for growth.
People
Tracy Soulsby
Founder & CPA
Tracy Soulsby, CPA, founded Soulsby Accounting in 2000 as one of the first cloud-based accounting firms. With decades of experience in public accounting and virtual financial services, she specializes in delivering innovative solutions for professional service firms.
Questions
What accounting services do you specialize in?
We specialize in cloud-based accounting, bookkeeping, payroll support, and virtual CFO services tailored for financial advisory and consulting firms.
How do you support remote businesses?
Our cloud-based platform provides real-time access to financial data and expert support, eliminating the need for on-site accounting teams.
What makes your firm different from traditional accountants?
We combine CPA-level expertise with technology-driven processes and personalized service to deliver scalable, proactive financial solutions.
Do you work with businesses outside Medina, OH?
Yes, our cloud-based services support clients nationwide, with a focus on small to mid-sized professional service firms.
