Accounting firm in Medina, OH
Cloud-based accounting and bookkeeping, payroll support, and virtual CFO and advisory services for small to mid-sized financial advisory, consulting, and other professional service firms. The fractional model is aimed at firms that need CPA-level financial oversight but are not ready to hire an internal finance team. Payroll work includes coordinating with a client's existing payroll and benefits providers, while advisory work covers financial dashboards, expense management tools, and improvements to financial processes and controls.
Tracy Soulsby, CPA, founded the firm in 2000 after working in traditional public accounting and concluding that services could be delivered more flexibly. At a time when the industry still relied on paper systems and on-site visits, she combined an outsourced model with virtual, cloud-based platforms, making it one of the earliest cloud-based accounting services firms. The firm continues to serve professional service firms with that same approach.




