Upstream Books

We’re getting things ready — and we’re excited about what’s ahead.Upstream Books is an advisory bookkeeping and business optimization firm, built to help small businesses, nonprofits, and special projects get clear on their numbers, understand what their financials are telling them, and make better decisions from there.We provide advisory bookkeeping services designed to go beyond simply keeping the books. Alongside bookkeeping, we help business owners identify opportunities to improve their financial systems, operations, workflows, and overall business efficiency.What We’ll Offer

• Advisory Bookkeeping — Accurate, timely financials with an eye toward what the numbers are telling you.
• Catch-Up & Cleanup — Bringing your books current and getting your financial records into a reliable position.
• Financial Reviews — A professional set of eyes on your books and financials to help you understand what you're seeing.
• Business Optimization — Practical support to improve operations, systems, workflows, and other areas of your business.We’re currently building out our full website and preparing to serve more business owners who want more than just organized books — they want clarity, insight, and a better way forward.Upstream Books is coming soon.We look forward to serving you!
Gabrielle Daniels, QuickBooks Pro Advisor
Brittany Johnson, QuickBooks Pro Advisor