Business Details
26 Years
experience
Your Trusted Partner for Cloud Accounting & Virtual CFO Services
Founded in 2000 by Tracy Soulsby CPA, we pioneered cloud-based accounting services for small and mid-sized financial advisory, consulting, and professional service firms. Our vision combined an outsourced model with virtual platforms, CPA-level expertise, and streamlined processes to deliver flexible, efficient solutions. Over two decades later, we remain committed to providing accurate financial management while understanding the bigger picture needs of growing businesses. Our team of skilled professionals becomes an extended part of your organization, offering proactive support through modern technology and personalized service. We handle transaction entry, reconciliations, bill payments, customer invoicing, financial statements, tax filings, and more with precision and reliability.Our payroll support services coordinate with your providers to ensure timely execution and compliance with evolving requirements. As virtual CFOs, we help clients develop key performance indicators, create financial dashboards, improve business processes, and implement effective internal controls. Our clients benefit from customized reporting, cash flow forecasting, budget development, benchmarking analysis, and technology stack optimization. We believe technology serves as an enabler rather than the end product, focusing on delivering human-centric solutions that address our clients' unique challenges.
Services
Cloud Accounting
Payroll Support
Virtual CFO
Bookkeeping
Tax Filings
Financial Reporting
Payroll System Maintenance
Budget Development
Internal Controls Consulting
Details
- Year established: 2000
Highlights and features
- We have over 20 years of experience in cloud-based accounting services
- Our team combines CPA-level expertise with modern technology solutions
- We provide personalized, proactive financial management support
- We offer scalable solutions for growing professional service firms
What people say
Accurately handle everything
Suggest more efficient ways
Understand the big picture
Valuable service
Proactive approach
Services
Cloud Accounting
Our cloud-based accounting services provide continuous financial management through secure, accessible platforms. We handle transaction entry, classification, reconciliations, and financial reporting for growing professional firms. Clients receive accurate, real-time financial insights while maintaining complete data security and accessibility.
Payroll Support
We coordinate with payroll providers to manage employee payments, benefits administration, and compliance requirements. Our services include payroll processing, benefit plan submissions, system maintenance, and annual audits. Clients gain peace of mind knowing payroll operations run smoothly while remaining fully compliant with changing regulations.
Virtual CFO
Our virtual CFO services provide strategic financial guidance through dynamic dashboards, KPI development, and cash flow forecasting. We help businesses implement effective budgeting processes, improve financial controls, and make data-driven decisions. Clients receive expert analysis comparable to having an in-house financial executive at a fraction of the cost.
People
Tracy Soulsby
Founder
Tracy Soulsby CPA founded one of the earliest cloud-based accounting firms in 2000 after recognizing opportunities to improve traditional accounting delivery models. With decades of CPA experience, she combines technical expertise with innovative technology solutions to help professional service firms optimize their financial operations.
Questions
What accounting services do you offer?
We provide cloud accounting, bookkeeping, payroll support, tax filings, financial reporting, budget development, internal controls consulting, and virtual CFO services tailored for professional service firms.
How are you different from traditional accounting firms?
We combine CPA expertise with cloud technology to deliver remote, scalable solutions while maintaining personalized service. Our modern approach eliminates location constraints and streamlines financial processes.
Do you handle payroll processing?
Yes, we coordinate with your payroll provider to manage payments, benefits administration, compliance, and annual audits through our payroll support services.
How do I get started with your services?
Complete our contact form or reach out directly. We'll discuss your specific needs and create a customized solution to address your financial management requirements.
What experience do you have with financial advisory?
With over 20 years serving professional service firms, we provide virtual CFO services including financial dashboards, KPI development, cash forecasting, and business process improvements based on CPA-level expertise.
