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We can’t give you more hours in the day, but we can help you work smarter. With unique services from bookkeeping setup to high-level strategic insight, we’ll take control of your finances while giving you appropriate advice every step of the way.
We can’t give you more hours in the day, but we can help you work smarter. With unique services from bookkeeping setup to high-level strategic insight, we’ll take control of your finances while giving you appropriate advice every step of the way.
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Let us be your outsourced accounting department so that you can get back to running your business.
Learn MoreLet us present and discuss your business’ financial reports with you and guide you in your business decisions.
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As a client, you’ll have the option of having your Hawaii GE Taxes e-filed by us and your reconciled books packaged and delivered to one of our partners for tax preparation, or to your existing CPA or tax preparer.
Learn MoreIf you are behind, we will get you caught up. Let us worry about it so you can focus on your business.
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We will leverage the available technology to implement systems and processes that streamline your accounting.
Learn MoreIt is more about you than it is about us.
You know your business better than anyone else. You have a passion for what you do and you work hard to make your goals a reality.
The bane of your existence is having to sit for hours at your computer, struggling to make the numbers make sense late into the night. Worse, it’s taking up precious time when you could be better serving the customers you already have or making connections with new ones.
What you need is to be free to pursue your passions. You need someone to crunch your numbers so you can have the fun of making your business grow.
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Your numbers are OUR passion!
You work hard to bring in the money. You don’t need to waste your valuable time doing your books.
When you’re ready to let someone else do the boring stuff to free you up to grow your business, call Upstream Bookkeeping.
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As a young boy, Joel got his start working in his father’s CPA practice in Carmel Valley, California. After receiving his Bachelor of Science in Economics from UC Santa Barbara, he moved to Hawai‘i in 1998 where he received his Executive MBA from the University of Hawai‘i at Mānoa.
With experience in Hawai‘i as the corporate controller for a multi-state radio station group and as a Chief Financial Officer in publishing, Joel started Upstream Bookkeeping to help Hawai‘i’s small businesses and entrepreneurs ensure that their businesses not only survive but THRIVE!.
We want you to know that we respect our relationship. You deserve a bookkeeping professional whom you can trust to return your email. For that reason, we guarantee that we will reply to your emails within 24 hours, but typically it will be much sooner.
There’s no stopwatch on this relationship. If you have a question, or you need something related to your bookkeeping or accounting…shoot us an email. We never bill by the hour. We will get back to you with an answer or point you in the right direction through our referral network.
Financial statements are based on HISTORICAL performance. It’s inherently reactive in nature…and won’t move the needle on your profitability. But…proactive guidance from a professional will! This enables you to affect change on the future of your business. In short, it gives you more cash in the bank.
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We take care of your books so that you can take care of your business! Your books will be accurate and up to date and you’ll receive regularly scheduled financial statements. With business information at your fingertips, you’ll be better equipped to make decisions about your business. An added bonus is that accurate and up-to-date books mean that tax preparation becomes seamless.
Let us go beyond bookkeeping and cover the accounting needs of your business. Delving into the systems and operations, we can implement internal controls, systems, and procedures to manage all of your reporting needs to track and control your business.
Take your business to the next level with our Chief Financial Officer services. Running a business is important, but strategically planning for the future and building a vision for your company needs the support of a financial plan. Anticipate change, accelerate growth, and plan for new initiatives to deliver improved financial performance.
Having your accounting and bookkeeping with Upstream means that getting your taxes prepared and filed is a breeze! With your updated and accurate numbers, the seamless process of filing your returns results in tax time without the stress!
Are you behind on your bookkeeping or taxes? Are your records a mess? Never fear, Upstream is here. Give us your information and we will catch you up so that you can get past the lingering fear of a tax lien or wage garnishment and move ahead with the confidence of knowing that you are caught up.
Have peace of mind knowing that if you have a problem, there is likely a software solution to solve it. We have the experience and expertise to know what systems will work best for you and your business. Get sound advice from an expert to determine the best solution for your situation.
© Upstream Bookkeeping 2023. All rights reserved.
