Business Details
26 Years
experience
Trusted Remote Accounting Services in Medina, OH
Soulsby Accounting has been empowering small and mid-sized financial advisory, consulting, and professional service firms since 2000. Founded by Tracy Soulsby, CPA, we pioneered one of the earliest cloud-based accounting services models, revolutionizing traditional paper-based practices. Our approach combines CPA-level expertise with cutting-edge technology to deliver precise bookkeeping, financial insights, and streamlined processes. We specialize in addressing the unique needs of growing firms that require elevated accounting support without maintaining an internal financial team. Our fractional services offer scalable solutions tailored to each client's specific requirements.With a focus on proactive partnership, we provide monthly reconciliations, dynamic financial dashboards, and strategic advisory services. Our team of skilled professionals becomes an extension of your business, offering personalized guidance and actionable recommendations. We handle complex accounting tasks while ensuring compliance and accuracy across payroll, tax filings, and financial reporting. Our cloud-based infrastructure enables real-time access to financial data from anywhere, at any time. For over two decades, we've helped firms transform their financial operations, reduce administrative burdens, and make data-driven decisions to fuel growth.
Services
Accounting & Bookkeeping
Payroll Support
Virtual CFO Services
Tax Preparation
Financial Dashboards
Details
- Year established: 2000
Highlights and features
- We offer 24 years of specialized experience serving professional service firms
- Our cloud-based platform provides real-time financial visibility and accessibility
- CPA-led team delivers expert-level accounting and strategic advisory services
- We implement streamlined processes that reduce administrative burdens by 40%
- Our fractional model delivers executive-level financial expertise at scalable costs
What people say
Accurate handle everything
Understand the big picture
Suggest more efficient ways
Valuable service
Proactive recommendations
Services
Accounting & Bookkeeping
Our comprehensive accounting and bookkeeping services ensure accurate financial records through cloud-based platforms. We handle transaction entry, monthly reconciliations, bill payments, and financial statement preparation. Our team provides proper classification of all transactions to maintain tax compliance and accurate reporting for small to mid-sized professional service firms.
Payroll Support
We streamline payroll processes through integrative solutions that handle employee onboarding, benefit submissions, and tax calculations. Our services include payroll system maintenance, annual workers comp audits, and retirement plan census preparation. We ensure compliance with payroll regulations while reducing administrative burdens for professional service firms.
Virtual CFO Services
Our virtual CFO services provide strategic financial guidance through dynamic dashboards and customized reporting. We offer cash flow forecasting, budget development, KPI tracking, and internal controls consulting. These services help firms gain financial clarity and make data-driven decisions for growth and operational efficiency.
People
Tracy Soulsby
Founder & CPA
Tracy Soulsby founded Soulsby Accounting in 2000 after working in traditional public accounting. She pioneered one of the earliest cloud-based accounting services models, combining outsourced accounting with virtual platforms. With over 25 years of experience, she provides strategic leadership and CPA-level expertise to the firm.
Questions
What types of businesses do you specialize in?
We specialize in serving small to mid-sized financial advisory, consulting, and professional service firms that need elevated accounting support without maintaining an internal financial team.
How does your cloud-based accounting work?
Our cloud-based system provides real-time access to financial data from anywhere. We use secure platforms that integrate with your existing tools to deliver remote accounting services while maintaining data accuracy and security.
What accounting services do you provide?
We offer full-cycle accounting services including transaction entry, monthly reconciliations, financial statement preparation, tax filings, and customized financial reporting tailored to professional service firms.
Do you offer payroll services?
Yes, we provide comprehensive payroll support including employee onboarding, benefit plan submissions, payroll tax calculations, and annual compliance reporting through our integrated payroll partner, Paylocity.
What is your virtual CFO service?
Our virtual CFO service provides strategic financial guidance through dynamic dashboards, cash flow forecasting, budget development, and internal controls consulting to help professional service firms make data-driven business decisions.
