Jim Gilbert, CPA

Jim Gilbert, CPA delivers accounting, bookkeeping, and business advisory services for various clients. In practice that means managing your IT, from help desk to infrastructure, as an outside partner.

The natural audience is small and mid-sized companies. They also list Accounting and Advice, so expect those to show up in the feature set. As a small company team themselves (11 to 50 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Jim Gilbert, CPA is based in Highlands Ranch, Colorado and founded in 2013. More on jimgilbertcpa.com.

Things worth asking about: response SLAs, onboarding, and what is billed per hour. Get the renewal terms in writing before the first invoice.

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