Gilbert Financial Partners
Servicing Areas:
Gilbert Financial Partners serves small and mid-sized businesses in Jacksonville, Tallahassee, and across Florida. Founded by James Gilbert, PhD, MBA — a former General Manager at Republic Services and Director of Operations at CSX — we bring 20+ years of real operational leadership to your financial systems.
We’re not a software subscription. We’re a hands-on partner who closes your books by the 10th, delivers reporting you can act on, and picks up the phone. Month-to-month engagements. No long-term contracts. No surprises on your invoice.
Whether you need clean monthly books, a controller-style close with cash flow reporting, or a fractional CFO to help you price, hire, and grow profitably — we have a tier built for where you are and where you’re going.
QuickBooks Pro Advisor, QuickBooks Level 2
We work best with owners who value clean financials, clear communication, and consistent execution — and who want to use their numbers to run a stronger business.
Service businesses and professional firms
Operators managing payroll, vendors, and cash flow
Owners who want reliable monthly reporting
Businesses preparing to grow or stabilize margins
Meet The Team
