# Gilbert Financial Partners

> Built by an operator. Trusted by owners.

- Canonical listing: https://agencysource.com/agencies/gilbert-financial-partners
- Location: Tallahassee, FL
- Categories: [Accounting & Finance](https://agencysource.com/categories/accounting-finance), [Call Centers & BPO](https://agencysource.com/categories/call-center-bpo)
- Services: Accounting, Finance & Accounting Outsourcing (FAO), Financial Advising & Planning
- Team size: 2 - 9
- Hourly rate: $150 - $199 / hr
- Minimum project: $1,000+
- Founded: 2026
- Website: https://gilbertfinancialpartners.com
- Listing: Not yet claimed
- Agency Source rating: no Agency Source reviews yet

## About

Gilbert Financial Partners provides bookkeeping, accounting, and fractional CFO services for small and mid-sized businesses in Jacksonville and Tallahassee, FL, and virtually across Florida.

We're not a software subscription. We're a hands-on financial partner who closes your books by the 10th, delivers reporting you can act on, and picks up the phone.

Our founder, James Gilbert, PhD, MBA, brings 20+ years of operational leadership to every engagement — including full P&L responsibility as General Manager at Republic Services, 14 years at CSX Transportation, rising to Director of Operations, and Market VP at Gold Medal Environmental. That background means we understand cash flow pressure, payroll timing, vendor management, and the financial decisions that determine whether a company scales or stalls.

We offer three service tiers — Bookkeeping ($1,250/mo), Accounting & Reporting ($2,950/mo), and Fractional CFO ($5,950/mo) — all priced based on transaction volume, with no long-term contracts. Month-to-month engagements only.

Our clients are service-based business owners who want clean numbers, clear reporting, and a responsive partner — not another tool to manage.

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