About AshBridge Financial Group

Trusted Financial Guidance Rooted in 33+ Years of Experience

At AshBridge Financial Group, we believe that every individual and business deserves personalized, expert financial support — no matter their size or industry. Founded by seasoned financial professional Charlotte Wilson, our firm is built on decades of hands-on experience, technical expertise, and a passion for helping clients succeed.

33+

YEARS OF EXPERIENCE

20+

YEARS IN BUSINESS

100+

TRUSTED CLIENTS
CUSTOM-TAILORED FINANCIAL SOLUTIONS

Meet Charlotte

Founder & Principal Advisor

Charlotte brings over 33 years of real-world experience in accounting, bookkeeping, tax preparation, and financial operations. She's worked with everyone from small startups and family-run businesses to large corporations — helping them navigate financial complexity with confidence. 

Her career began long before cloud software and digital dashboards were common. She’s been there through every major change in the accounting world — from paper ledgers to the launch of QuickBooks, which she’s been using since its original release.

Charlotte's background includes:

  • Accounting and bookkeeping for both individuals and businesses
  • Personal and corporate tax planning and preparation
  • Human Resource consulting, with an emphasis on compliance and workforce development
  • Deep QuickBooks expertise, including training, setup, troubleshooting, and full-service support.

Her unique combination of financial knowledge and operational insight allows her to deliver custom-tailored solutions— not cookie-cutter packages. Charlotte doesn't just "do the books" — she becomes a trusted advisor in her clients’ success stories.

our mission

AshBridge Financial Group

At Ashbridge Financial Group Inc, we believe every business deserves financial clarity and peace of mind. We help small business owners take control of their finances through personalized, accurate, and dependable bookkeeping, payroll, and HR solutions. Our mission is to remove financial stress, build trust, and empower you to grow your business with confidence—because when your numbers make sense, your business thrives.

Background Includes:

01

Accounting and Bookkeeping for both individuals and businesses.

02

Personal and Corporate tax planning and preparation

03

Human Resources consulting, with an emphasis on compliance and workforce development.

04

Deep QuickBooks expertise, including training, setup, troubleshooting, and full-service support.

Let's Build Your financial confidence 

AshBridge Financial Group is more than a service provider — we’re a strategic partner you can rely on, year after year. From managing your monthly books to preparing for tax season to setting up cloud-based tools like QuickBooks or Xero, we’re here to simplify the financial side of your business so you can focus on what you do best.

  Contact us Today