As Your San Jose Nonprofit Accountant, We’ll Save You Up To 40% in Admin Costs
Are You Frustrated By…
- Being off your mission and programs because you’re sidetracked by admin tasks
- Never being able to catch up on your books
- Looking like a fool in front of your board
- Missing out on funding opportunities because of disorganized financials
We’re the Perfect Nonprofit
Accountant for You, If:
What Nonprofit Accounting
Services Do You Need?
- Internal bookkeeping (including grant fiscal management)
- Audit representation
- CFO advisory
- Nonprofit auditing (we work with your external auditor)
- Tax services
- Short-term consulting
We’ll replace your nonprofit accounting department
CPAs Who Have Mastered Accounting Services for Nonprofits
While most CPAs shy away from the confusing and complex nature of nonprofit accounting, we focus solely on it. After having worked with nonprofits with a budget of $1M+ for over 25 years, we understand how to do your accounting like few do. That’s why our clients love working with us.
We are a team of detail-oriented, can-do nonprofit accountants and CPAs who strongly value responsiveness, integrity, excellence, helpfulness, innovation, professionalism, and fun!
We look forward to working with you, so we can help you focus on your programs, reduce headaches, get more funding, produce perfect audits, and look amazing in front of your board, all the while reducing your admin costs.
Syd Highley, CPA | Daily Balance
Managing Principal Trusted by Nonprofits
“In addition to cutting costs for accounting, Daily Balance has been most responsive to our needs. ”
“Their ability to step in, respond quickly to needs, and offer cost-saving solutions has been an incredible asset.”
“Daily Balance has moved us beyond a tiny little non-profit to a thriving business!”
“With Daily Balance, we’ve been able to spend 99% of our grants last year and achieve a level of financial health and compliance that we couldn’t reach before.”
“Daily Balance's team of experts have a huge heart for non profits and the essential services they bring to enrich our communities.”
“The knowledge that Daily Balance provides enables me to make better decisions in my business.”
“Using Daily Balance bookkeeping and tax services does not cost you; it saves you stress, time and money.”
“Syd and his team discuss solutions with us and provide solid options to consider as we are making business decisions.”
“Not being distracted by accounting issues, I can focus on increasing sales and market penetration.”
Your Virtual Nonprofit Accounting Department:
Bookkeeper, Audit Advocate & CFO
Bookkeeper
Real-Time, Precise, & Audit-Ready Financials
- Ensure all transactions are posted to the correct general ledger and cost-center
- Optimize grant spending to obtain full grant awards
- Prepare grant invoices on a monthly/quarterly basis
- Record salaries, payroll taxes, and employee liabilities
Audit Representation
Financial Audits Made Easy
- Prepare detailed audit schedules and workpapers
- Manage all auditor inquiries and requests
- Reconcile discrepancies before audit submission
- Implement adjustments to meet compliance
CFO Advisory
Unmatched Financial Expertise Tailored to Your Needs
- Address cash flow challenges effectively
- Enhance financial stability and growth
- Guide you to the funding you want
- Optimize systems for scalable growth
- Develop a comprehensive long-term financial strategy
What You Get When You Hire Us
In Just 90 Days, You’ll Get:
- An organized and efficient accounting system
- Enhanced internal controls
- Easy-to-use, cutting-edge software to enhance productivity
- Comprehensive ongoing support
- Compelling reports so you can take decisive action
We'll Integrate with Your Accounting Software
6 Reasons You’ll Want to Work With Us
Accurate & Auditable
- We are detail-oriented
- We get the job done no matter what
- We simplify the complex
Quick & Responsive
- We return phone calls promptly
- We are on call for you 24/7/365
- We meet deadlines
No Downtime
You’ll receive one point of contact, but you’ll also have access to our team so that there is never any down time.
We internally cross-train so that even if your contact is out, you’ll always get the quick responses you deserve.
Our name says it all: Daily Balance. We serve our clients daily so they never have to worry about key person risk again.
- Dedicated accounting manager, plus team interaction
- 24/7/365 access to your financial data
- Updated in real time
- High-tech tools to streamline your processes
Save Up to 40%
By outsourcing your accounting department to Daily Balance, you can save up to 40% on your accounting costs, while getting better expertise, service, and value. In-housing a full-time data entry person, bookkeeper, and an accountant means you’ll have to pay their salaries, payroll taxes, benefits, 401-K contributions, insurance, paid time off, workman’s comp insurance, training and administration expenses, and overhead costs (space, equipment, etc).
By hiring us, you’ll simply pay a flat monthly fee, which is often already included in your program funding anyway.
- Flat monthly fee
- Included in your program funding
Financial Audit Representation
As your advocate, we handle your annual financial audits and will answer ALL of the hundreds of questions the auditor will have on your behalf. You’ll be happy to know that you most likely won’t even need to be part of the process.
You can stop feeling anxious and rest assured because we’ll make sure there are no surprises when your audit comes around.
- Stress-free audits
- No surprises
Increase Your Funding
As a non-profit, the backbone of your organization is funding, and that only comes as a result of accurate and meticulous books.
You no longer have to endure missed grant opportunities because you fail to have all the financials in place.
Your funders will be so happy to receive your accurate and unquestionable financials, and so will your future funders, because as your CFO adviser, we’ll guide and advise you on how to diversify with new funding.
- Clean financials on-time to your funding sources
- Guidance on funding diversification
Plus, You’ll Be Able To…
- Spend less time worrying about money
- Be of real service to your constituents
- Run your organization more efficiently and effectively
- Make smarter organizational decisions
- Be highly respected by funding sources
- Look good in front of your board
- Realize your organization’s full potential!
Loved by Auditing Firms
“Because of Daily Balance’s efforts we are able to perform our audits, reviews and 990 tax filings with the highest level of efficiency.”
Steven Nicolson
Independent Nonprofit Auditor
Your World-Class Nonprofit Accounting Firm
On-Call 24/7/365
No Surprises Guarantee
Proactive CPAs
Value-Focused Accounting
30-Day No Fault Agreement
Cloud-Based & Real-Time
Meet Your Nonprofit Accounting Team
Syd Highley
Amy Fryatt
Julie Asuncion
Norie Fabian
Tessa Joy De Vera
Ilonah Vivas
Let Us Lighten Your Load!
Fixed Fee
No Surprises
Guarantee
Nonprofit Accounting Resources
Nonprofit Accounting in Your Area & Beyond
Bakersfield Nonprofit Accountant
1 (661) 218-1122
1 (857) 678-1661
1 (872) 253-6677
Los Angeles Nonprofit Accountant
1 (213) 463-8484
New York City Nonprofit Accountant
1 (646) 921-6606
Sacramento Nonprofit Accountant
1 (916) 999-5955
San Diego Nonprofit Accountant
1 (619) 389-3344
San Francisco Nonprofit Accountant
1 (415) 358-5353
1 (669) 230-0440
Washington DC Nonprofit Accountant
1 (771) 220-7155
Your Next Steps
FAQs
1 Fun and 1 Interesting Fact About San Jose, CA!
San Jose Nonprofit Accounting Resources
CalCPA (California Society of CPAs) – Silicon Valley Chapter
1710 Gilbreth Rd
Burlingame, CA
94010
(408) 983-1122
San Jose, CA Local Resources
Top Companies in San Jose, CA
More About Nonprofit Accounting in San Jose, California
San Jose, located in the heart of California’s Silicon Valley, is the third-largest city in the state with a population of over 1 million people. Known for its booming tech industry, San Jose is home to many major tech companies and startups, making it one of the wealthiest and most innovative cities in the U.S. The city’s economy is driven by technology, and it attracts a highly educated workforce from all over the world. Despite its high cost of living, San Jose continues to grow due to its strong job market and proximity to San Francisco.
San Jose’s demographics are diverse, reflecting its position as a global tech hub. The city is roughly 40% Hispanic or Latino, 35% Asian, 25% White, and includes smaller percentages of African American and other groups. The residents are known for their entrepreneurial spirit, with many working in tech, engineering, and business sectors. In addition to its tech focus, San Jose is a family-friendly city with a vibrant cultural scene, featuring museums, parks, and diverse cuisine that celebrates its multicultural population. Its blend of innovation, diversity, and family-oriented living makes it a unique and dynamic place to reside.
Nonprofit accounting in San Jose is critical for supporting the wide range of charitable organizations in this diverse and rapidly growing city. With the presence of many nonprofit organizations focused on technology, education, social services, and environmental causes, skilled nonprofit accountants are essential in ensuring financial transparency and compliance. These accountants handle tasks such as managing donations, grants, and restricted funds while ensuring accurate financial reporting. In a city like San Jose, where both local and international nonprofits operate, adhering to the unique regulations and tax requirements for nonprofits is crucial for maintaining their tax-exempt status.
Given San Jose’s proximity to Silicon Valley, many nonprofit organizations in the area focus on technology-related causes or serve the tech-driven population. Nonprofit accountants must navigate the complexities of tech-related donations, in-kind contributions, and corporate sponsorships, often working with substantial budgets and complex financial structures. As the demand for accountability and transparency continues to grow, nonprofit accountants in San Jose play a vital role in helping organizations maximize their impact, efficiently allocate resources, and build trust with their donors and stakeholders. This ensures that San Jose’s nonprofit sector continues to thrive and support the local community effectively.
Daily Balance offers bookkeeping, audit representation, and CFO services for nonprofit organizations in the San Jose area so they can focus on their mission/programs, rather than their financials. Our clients love our quick response time, fixed fees, and our proactive solutions.
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