What Bridged Financial Solutions does

Bridged Financial Solutions is a Hawaii-based CPA-led firm founded in 2017 that provides outsourced back-office financial services to small and medium-sized business owners, with an explicit focus on Hawaii and the US West Coast. The practice offers bundled services across CFO strategy, accounting, tax, payroll, accounts payable and receivable, and digital advisory, and has formalized a three-tier subscription product: Books at $500/month, Back Office at $1,500/month, and a custom Full Partner tier aimed at complex, growth-stage engagements. The firm is headquartered in Honolulu with additional offices in Sacramento and Redwood City, California.

The operating model is services-led rather than software-led. Bridged wraps licensed CPA expertise (including Big Four and boutique public-accounting pedigree) around an integrated third-party SaaS stack anchored on QuickBooks Online as the system of record, augmented by Gusto for payroll, Bill.com for AP/AR automation, Hubdoc for receipt capture, Knowify for construction job costing, and Reach Reporting for management analytics; payments flow through Stripe, PayPal, and Square, with Float Cashflow used for treasury visibility. The firm is a member of the AICPA and holds vendor partnerships (e.g., a Bill.com partner badge), using these credentials for credibility rather than as a primary distribution channel.

Go-to-market relies on direct consultative sales supported by a content marketing footprint spanning tax, accounting, payroll, business strategy, and market-expansion categories, with multi-state, multi-entity positioning aimed at growth-stage and scaling SMBs. No external funding rounds, acquisitions, or proprietary technology products are evident in the available information; the firm operates as a private, for-profit limited liability company (Bridged Financial Solutions LLC) with a team in the 1–10 employee range.

Name

Bridged Financial Solutions

Legal name

Bridged Financial Solutions

Website

https://bridgedfs.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Bridged Financial Solutions is a Hawaii-based CPA-led firm offering outsourced back-office financial services — including bookkeeping, accounting, tax, payroll, AP/AR, and CFO advisory — to SMB owners and growth-stage companies across Hawaii and the US West Coast.

Ownership category

akta.pro rank

Product category

Outsourced Accounting & Financial Advisory Services

NAICS

Business Service Centers (56143), Collection Agencies (56144)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Outsourced accounting services
• Bookkeeping services
• CFO advisory
• Payroll oversight
• Tax compliance services

Headquarters

HQ city

Honolulu

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Monthly Retainer Services: Subscription-based monthly retainer services for back-office support including accounting, bookkeeping, AP/AR, payroll oversight, tax planning, and compliance. Three service tiers: Books ($500/mo), Back Office ($1,500/mo), and Full Partner (custom pricing).

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Bridged Financial Solutions provides outsourced back-office financial services for small and mid-sized business owners, covering accounting and bookkeeping, cash-flow forecasting and FP&A, multi-state sales tax filing, regulatory compliance, accounts payable and receivable, payroll oversight on Gusto, insurance audits and renewals, and CFO advisory. Services are delivered by a CPA-led team operating remotely on a connected cloud stack (QuickBooks Online, Gusto, Bill.com, Hubdoc), packaged into three monthly subscription engagements: Books, Back Office, and Full Partner.

Product overview

Bridged Financial Solutions offers a unified back-office outsourcing service structured in three tiers (Books, Back Office, Full Partner) with individual service modules covering accounting and bookkeeping, cash-flow forecasting and FP&A, tax and sales tax filing, regulatory compliance, accounts payable, accounts receivable, payroll oversight, insurance audits and renewals, and CFO advisory. The service is built on a cloud technology stack including QuickBooks Online, Gusto, Hubdoc, Bill, and payment platforms. All services are delivered by a CPA-led team operating remotely to serve clients nationwide.

Differentiator

Problem solved

Functional benefit

Products and services

• Books Engagement

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Partnerships

Nine partnerships are on record, tiered core and supporting.

• Intuit (QuickBooks Online)coreTechnology or IntegrationQuickBooks Online is the primary accounting platform used for client bookkeeping and cloud accounting setup. The company runs its operations on Intuit's platform as a core part of their service delivery.
• GustocoreTechnology or IntegrationRecommended payroll platform. The company runs payroll on Gusto from the hours clients send and ensures regulatory filings land on time. We recommend Gusto to all of our clients.
• Bill.comcoreTechnology or IntegrationAP automation platform integrated into the service stack for bills entered, approved, and paid on schedule.
• HubdocsupportingTechnology or IntegrationDocument automation and receipt capture platform used for financial document management.
• KnowifysupportingTechnology or IntegrationConstruction-specific accounting platform integrated into the service ecosystem.
• Reach ReportingsupportingTechnology or IntegrationFinancial reporting platform used for generating monthly P&L and balance sheet reports for clients.
• AICPAsupportingTechnology or IntegrationAccounting standards and best practices body whose guidance and resources support the CPA-led team's professional standards.
• Stripe, PayPal, SquaresupportingTechnology or IntegrationPayment processing platforms integrated with the accounting stack. Most major payment platforms are supported for client transaction processing.
• Float CashflowsupportingTechnology or IntegrationCash flow forecasting software recommended for comparing projections with reality. Used for budgeting and FP&A services.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• RSM US: RSM US provides accounting, tax, and consulting to middle-market businesses, including outsourced CFO and bookkeeping offerings — a broad incumbent that competes with Bridged at the upper end of its Full Partner tier.
• BDO USA: BDO USA is a top-tier national CPA and advisory firm offering bookkeeping, tax, and CFO services to SMBs and middle-market clients — a broad incumbent competitor with overlapping capabilities at larger scale.
• CliftonLarsonAllen (CLA): CLA is a Top-10 U.S. accounting firm serving SMBs and middle-market clients with bookkeeping, tax, and advisory services — directly overlapping Bridged's service portfolio at greater scale and breadth.

Direct peers

• inDinero: inDinero offers outsourced bookkeeping, tax, and CFO services primarily to venture-backed startups, overlapping directly with Bridged's growth-stage and SMB back-office offering.
• Bookkeeper360: Bookkeeper360 combines cloud-based bookkeeping, payroll, tax, and advisory services for SMBs on Xero and QuickBooks, directly comparable to Bridged's multi-service bundle.
• Acuity Financial Services: Acuity provides fractional CFO and accounting services to SMBs on a subscription basis, directly comparable to Bridged's Back Office and Full Partner tiers.
• Pilot: Pilot provides subscription-based bookkeeping, accounting, and CFO services to startups and small businesses — the closest direct peer to Bridged in business model, target segment, and recurring-revenue structure.
• 1-800Accountant: 1-800Accountant delivers subscription accounting, tax, and bookkeeping services to small businesses nationwide via phone and digital channels — similar GTM motion and SMB target to Bridged.

Emerging players

• Decimal: Decimal is an AI-native bookkeeping and back-office platform targeting SMBs and accountants — an emerging competitor that overlaps with Bridged's service scope but uses a software-first model.

Others

• QuickBooks Live: QuickBooks Live is Intuit's own on-platform bookkeeping service staffed by Intuit-trained bookkeepers — an ecosystem/thematic competitor leveraging the same primary software stack Bridged builds on.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/people/Bridged-Financial-Solutions/61500000000000
• LinkedInlinkedin.com/company/bridged-financial-solutions
• Instagraminstagram.com/bridgedfs

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bridged Financial Solutions