Pilot takes care of your bookkeeping, tax prep, and CFO services from start to finish so you can focus 100% on making your business succeed.

Feeling neglected by your CPA? Struggling to find financial clarity? I help consultants, attorneys, and other professionals understand how their business cash flow supports their personal financial goals. That way, you can grow your revenue without hiring while still having time for your family, hobbies, and vacations. Monthly subscription includes done-for-you bookkeeping, cash flow forecasting, and proactive tax planning & preparation. **Working with me means more than just handling taxes. I focus on your entire financial well-being.**

Jim Gilbert, CPA offers a wide range of accounting, business, and technology services to its valued clients. With more than twenty years of comprehensive business experience, we can provide the service and advice that fits your needs. We take pride in being your business partner throughout the life cycle of your business. We work with CEOs, CFOs, and all levels of staff. Technology is continually leveraged which allows our clients to access records and collaborate with us real-time. Whether you need a Bookkeeper, Controller, CFO, or just a business partner that can assist with various aspects of business please contact us today to discuss your needs. Jim Gilbert, CPA can provide Strategic Planning advice to detail business process advice. We will help you as much as you need in a variety of business capacities.

Upstream Bookkeeping helps Hawai‘i’s small businesses and entrepreneurs ensure that their businesses survive and thrive!

Local to the Nashville area but currently provide services in over 10 states! We specialize in financial controller, bookkeeping and payroll services.

We thrive by helping our clients to grow and achieve financial success! Our goal is to empower and enable business owners to operate more effectively and generate higher revenues by offloading the burden of internal financial and accounting tasks. Our staff’s implementation of (partial or whole) department functions such as AP/AR, payroll, bookkeeping, account reconciliation, financial reporting and more, will allow the business to operate better than ever!