Our Mission
At Bridging Books Accounting, our mission is to provide small businesses with high-level accounting services that go beyond basic bookkeeping and tax preparation. Ivy founded the firm on the belief that every small business deserves the strategic guidance of a CFO without the burden of hiring one full-time.
Bridging Books Accounting focuses on simplifying complex financial processes and delivering personalized solutions that allow business owners to make confident, informed decisions. By combining a boutique, CFO-style approach with tailored services, the firm ensures that clients not only stay compliant but also use their numbers as a foundation for growth.
At Bridging Books Accounting, numbers are more than just data — they are tools for transformation. By understanding each client’s unique goals and challenges, the team helps bridge the gap between financial confusion and clarity, ultimately driving long-term success.
Who We Are
Over the years, Ivy recognized a significant challenge among small businesses: disorganized financial records, unclear financial standing, and a general disconnect between their numbers and strategic decision-making. She realized that what small businesses truly needed was the value of an in-house CFO, delivered through a flexible, outsourced solution. This vision led her to establish Bridging Books Accounting, a firm dedicated to empowering small businesses with financial clarity, strategy, and actionable insights.
Our Difference
Typical Accountants
One size fits all approach
General tax & compliance focus
Keep clients confused & in the dark
Transactionally-driven
Stuck in old school methods
Bridging Books Accountants
Tailored, personalized solutions
Comprehensive experience beyond tax & compliance
Educational approach
Relationship-driven
Innovating to stay ahead
Accounting services designed for small business dreams.
Want to try us out for yourself? Fill out our consultation form, schedule a meeting, and let's dive into understanding your business needs together. This is our chance to learn more about each other and decide if we are a good fit.