Gilbert Financial Partners

BACKGROUND

Please describe your company and position.

I am an executive at Firefly Handmade

Describe what your company does in a single sentence.

Firefly Handmade creates simple, vintage-inspired handmade goods designed to bring charm and everyday usefulness to your home.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Gilbert Financial Partners to accomplish?

• Provided monthly bookkeeping, month-end close, and CFO advisory for a service-based operator. Delivered clean financials by the 10th of each month, built a cash flow forecasting model, and supported pricing and hiring decisions.

SOLUTION

How did you find Gilbert Financial Partners?

Referral

Why did you select Gilbert Financial Partners over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Gilbert Financial Partners were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Bookkeeping and accounting

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

improved cash flow and net income

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes. Quickly 

What was your primary form of communication with Gilbert Financial Partners?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I’m impressed with how detailed everything is, and the cost is affordable.

Are there any areas for improvement or something Gilbert Financial Partners could have done differently?

Not at all