Soulsby Accounting Group

Since 2000, Soulsby Accounting has been at the forefront of providing modern accounting services to small and mid-sized financial advisory, consulting, and other professional service firms. Our founder, Tracy Soulsby, CPA, saw an opportunity to revolutionize the industry's standard paper-based system by offering a more flexible and efficient outsourced, cloud-based solution. This forward-thinking vision allowed us to provide CPA-level expertise, streamlined processes, and a personal approach that has set the foundation for our exceptional service delivery ever since.

Who We Are

As a modern firm, we utilize technology to enhance our services, but we believe that the true value lies in the human touch. By partnering with Soulsby Accounting, you will gain a team of skilled professionals who are knowledgeable, accessible, proactive, and dedicated to understanding your unique needs. We are committed to being your trusted advisor and go-to resource for all financial matters.

What We Offer

Our comprehensive range of services includes:

• Accounting & Bookkeeping Services: Our base package covers transaction entry, classification, monthly reconciliations, bill paying, expense reimbursements, customer invoicing, check-in calls, financial statements, 1099 filings, and tax-ready books. We ensure that every detail is handled accurately and on time.

• Payroll Support Services: Payroll can present its own set of challenges, especially in today's remote work environment. Our payroll support service handles scheduling payrolls, onboarding new employees, calculating and updating health insurance deductions, remitting retirement contributions, and ensuring payroll compliance. We liaise with your payroll service and benefits providers to handle all aspects of payroll accurately and on time.

• Virtual CFO & Advisory: Our Virtual CFO & Advisory services provide guidance on improving financial processes and controls, implementing online tools for more streamlined expense management, and offering a dynamic financial dashboard. We help you gain a deeper insight into your firm's financial health.

Our Commitment to Clients

At Soulsby Accounting, we pride ourselves on our long-lasting relationships with our clients. Our expertise, dedication, and personal approach have resulted in satisfied clients who value our services:

"Soulsby Accounting Group has been handling our firm's accounting needs for many years. Not only do they accurately handle everything we need, but they also understand the big picture and suggest more efficient and effective ways to accomplish tasks. We truly value their service." - Jeff W., CFP, Sr. Vice President, Philadelphia, PA

If you're a small to mid-size financial advisory, consulting, or other professional service firm, Soulsby Accounting is here to help. Contact us today to learn more about how we can help your firm thrive.