About Ivy & Ledger
Meet Julia
My background in Accounting and Business Management has always centered on one thing: a genuine interest in the financial side of running a business—organizing numbers, streamlining processes, and helping operations thrive.
I launched Ivy & Ledger to bring the professional standards I practiced in a CPA firm environment to a more personal, direct partnership. I’ve seen the challenges business owners face when their records aren't clear, and I wanted to create a service that solves that problem through reliable, grounded stewardship.
My mission is to give business owners financial clarity and peace of mind, ensuring their records are accurate and audit-ready so they can focus on their own clients and the long-term growth of their business.
What Sets Us Apart
Responsible, client-first service
We take your business seriously—because it affects your livelihood, your team, and your peace of mind. That shows up in the care we take, the questions we ask, and the way we communicate what’s working, what isn’t, and what to do next.
Accuracy and consistency
We prioritize clean reconciliations, disciplined categorization, and a consistent month-end process—so your financial statements reflect reality, not estimates.
A structured, repeatable process
We follow a clear workflow with defined steps and timelines—so bookkeeping stays organized month after month and doesn’t depend on memory or last-minute catch-up.