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Our San Jose Nonprofit Bookkeeping Services Can Save You Up To 40% in Admin Costs 

With our virtual nonprofit bookkeeping services, we’ll replace your accounting department, save you up to 40%, and free you up to focus on your mission/programs.
Serving the greater San Jose area’s 1,821,899 residents and 75,742 businesses spanning from Santa Clara to Campbell, Saratoga, and beyond for all of your San Jose nonprofit accounting needs.
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San Jose Nonprofit Bookkeeping Services
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Case Study

CASE STUDY: How We Helped a Nonprofit Organization Grow from $40K to $2.2M

Our San Jose Nonprofit Bookkeeping
Services
Are for You, If You Want:

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Accurate & Auditable Financials
Nonprofit accounting is difficult. Yet at Daily Balance, it’s all we do and quality-consistency is our specialty. Because of that, you can rest assured that your books will be accurate and auditable.
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Quick, Responsive Daily Support
We are just as responsive as an in-house bookkeeper would be. In fact, you’ll feel like we’re working right next to you. In most cases, you can expect a reply within seconds!
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Increased Funding (Existing & New)
Your financial records will be so orderly that you can easily apply for and acquire new funding, making it possible to diversify your funding and increasing your sustainability in the future.
«Imagine if you were free from the daily stress of managing financials, grant invoices, and audits. Let us lighten your load, reduce your worries, and ensure every detail is in perfect order.»
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Trusted by Nonprofits



“In addition to cutting costs for accounting, Daily Balance has been most responsive to our needs. ”

Nancy R
Nancy R.



“Their ability to step in, respond quickly to needs, and offer cost-saving solutions has been an incredible asset.”

Evan Hawkins
Evan Hawkins FACCC



“Daily Balance has moved us beyond a tiny little non-profit to a thriving business!”

Tina C
Tina C.



“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.”

Basir Azizi Mutual Assistance Network



“Daily Balance's team of experts have a huge heart for non profits and the essential services they bring to enrich our communities.”

Debra Oto-Kent Health Education Council



“The knowledge that Daily Balance provides enables me to make better decisions in my business.”

Deborah C.



“Using Daily Balance bookkeeping and tax services does not cost you; it saves you stress, time and money.”

David W
David W.



“Syd and his team discuss solutions with us and provide solid options to consider as we are making business decisions.”

Tracey Schaal
Tracey Schaal Community Strong Strategies



“Not being distracted by accounting issues, I can focus on increasing sales and market penetration.”

Gary W.

CPAs Who Have Mastered Bookkeeping 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
Syd Sign Syd Highley, CPA | Daily Balance Managing Principal

What Our San Jose Nonprofit Bookkeeping Services
Can Do For You:

World-Class Nonprofit Bookkeeping Services

On-Call 24/7/365

No Surprises Guarantee

Proactive CPAs

Value-Focused Accounting

30-Day No Fault Agreement

Cloud-Based & Real-Time

Your Comprehensive Nonprofit Bookkeeping Services

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Comprehensive Financial Management
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Strategic Planning & Compliance
New Project
Donation & Grant Stewardship
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Advanced Reporting & Support

Meet Your San Jose Nonprofit Bookkeeping Team

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Syd Highley

Managing Principal, CPA
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Amy Fryatt

Director of Operations
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Julie Asuncion

Accounting Manager

Norie Fabian

Bookkeeper
Tessa Joy De Vera

Tessa Joy De Vera

Bookkeeper
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Ilonah Vivas

Bookkeeper

We'll Integrate with Your Accounting Software

Let Us Lighten Your Load!

Book a call to discuss your nonprofit’s unique accounting needs so we can provide you with actionable recommendations that will help you take control of your financials and make a bigger difference.

Fixed Fee

No Surprises
Guarantee

We believe in full transparency and respect, which is why we offer a fixed fee for our nonprofit accounting services – it’s often already included in your program funding anyway.
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Nonprofit Bookkeeping Services in San Jose & Beyond

Nonprofit Accounting Resources

FAQs

What qualifications should a nonprofit accountant in San Jose have?
A nonprofit accountant should have experience with nonprofit-specific accounting standards such as fund accounting, understanding of IRS regulations for tax-exempt organizations, and familiarity with grants and donor restrictions to ensure compliance and proper fund management.
What is the role of a nonprofit accountant in grant management?
Nonprofit accountants track how grant funds are used, ensuring compliance with grantor requirements. They also help in building budgets for grant applications and generating financial reports to show the correct use of funds.
How do nonprofit accountants help with tax compliance?
Nonprofit accountants ensure compliance with IRS regulations, particularly regarding the maintenance of tax-exempt status. They prepare annual Form 990 filings and monitor donations and expenses to ensure they adhere to tax rules for nonprofits​.
What types of financial reports do nonprofit accountants prepare?
Nonprofit accountants prepare financial statements like the Statement of Financial Position, Statement of Activities, and reports on functional expenses. These are used to ensure transparency for stakeholders, including donors, the board, and government agencies​.
What internal controls do nonprofit accountants implement?
Nonprofit accountants help establish internal controls to prevent fraud and mismanagement of funds. These controls include segregation of duties, regular audits, and ensuring proper documentation for all financial transactions​.
How do nonprofit accountants assist with audits?
Nonprofit accountants work closely with external auditors to review financial records, ensure compliance with regulations, and prepare accurate financial statements. This process helps maintain accountability and transparency for the organization​.
What are the challenges unique to nonprofit accounting in San Jose?
Nonprofit accountants in San Jose must navigate the complexities of grant management, fund accounting, and donor-restricted contributions while ensuring compliance with both state and federal regulations. The high cost of living and tech-driven economy may add financial pressures for local nonprofits​.

1 Fun and 1 Interesting Fact About San Jose, CA!

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San Jose, the heart of Silicon Valley, is known as a global tech hub, home to many leading technology companies. Intriguingly, it’s also the site of the Winchester Mystery House, a famed architectural marvel known for its maze-like layout, mysterious doors leading nowhere, and staircases ending abruptly, supposedly built to confuse ghosts. These contrasts illustrate San Jose’s blend of cutting-edge innovation and intriguing local legends.
What is the California Society of CPAs?
The California Society of CPAs (CalCPA) is a professional organization representing over 45,000 certified public accountants in California. Established in 1909, CalCPA aims to enhance the integrity of the accounting profession by providing members with resources, education, and advocacy. The organization offers continuing professional education (CPE), networking opportunities, and technical support. CalCPA also engages in legislative efforts to influence policies affecting the accounting industry. It strives to maintain high ethical standards and promote the value of CPAs to the public and business community.
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What is the California Board of Accountancy (CBA)?
The California Board of Accountancy (CBA) is a state regulatory agency under the Department of Consumer Affairs. It oversees the licensing and regulation of Certified Public Accountants (CPAs) in California. Established to protect consumers, the CBA ensures that applicants meet rigorous educational and professional standards before granting CPA licenses. It enforces ethical conduct, investigates complaints, and takes disciplinary actions against violators. The CBA also sets continuing education requirements to maintain high professional standards, thereby safeguarding the integrity and competence of the accounting profession in the state.

San Jose Nonprofit Accounting Resources

Silicon Valley Community Foundation

444 Castro St Suite 140
Mountain View, CA
94041

(650) 450-5400

Nonprofit Finance Fund

800 South Figueroa Street, Suite 1000
Los Angeles, CA
90017

(213) 623-7001

CalCPA (California Society of CPAs) – Silicon Valley Chapter

1710 Gilbreth Rd
Burlingame, CA
94010

(408) 983-1122

Silicon Valley Council of Nonprofits

1400 Parkmoor Ave Unit 130
San Jose, CA
95126

(408) 260-3915

California Nonprofits Association

870 Market St #609
San Francisco, CA
94102

(800) 776-4226

San Jose, CA Local Resources

San Jose Chamber of Commerce

101 W Santa Clara St
San Jose, CA
95113

(408) 291-5250

San Jose Department of Finance

200 E. Santa Clara St.
San Jose, CA
95113

(408) 535-7000

San Jose IRS Taxpayer Assistance Center

5 S Market St
San Jose, CA
95113

(844) 545-5640

San Jose Police Department

201 W Mission St
San Jose, CA
95110

(408) 277-8900

City of San Jose

200 E Santa Clara St
San Jose, CA
95113

(408) 535-3500

Top Companies in San Jose, CA

PayPal

2211 N First St
San Jose, CA
95131

(310) 310-6000

Western Digital

5601 Great Oaks Parkway
San Jose, CA
95119

(408) 801-1000

Sanmina

2700 North First Street, Bldg 4
San Jose, CA
95134

(408) 964-3100

eBay

2025 Hamilton Avenue
San Jose, California
95125

Broadcom

250 Innovation Dr
San Jose, CA
95134

Cisco

300 E Tasman Dr
San Jose, CA
95134

(408) 526-7209

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.

Nonprofit Accounting Firm San Jose Also Serves Cities Around San Jose, California

Santa Clara, CA
Cupertino, CA
Sunnyvale, CA
Mountain View, CA
Los Gatos, CA
Saratoga, CA
Milpitas, CA
Palo Alto, CA
Campbell, CA
Los Altos, CA
Fremont, CA
Menlo Park, CA
Newark, CA
Redwood City, CA
East Palo Alto, CA
Union City, CA
Atherton, CA
Alviso, CA
Morgan Hill, CA
Gilroy, CA
Woodside, CA
Monte Sereno, CA
Portola Valley, CA
San Carlos, CA
Belmont, CA
Half Moon Bay, CA
San Mateo, CA
Foster City, CA
Hayward, CA
San Leandro, CA

San Jose Nonprofit Accounting Firm, in San Jose is near Winchester Mystery House which is close to Downtown San Jose, Santa Teresa, and Almaden Valley. SAP Center, Rosicrucian Egyptian Museum, and Municipal Rose Garden are also nearby.
Other locations we serve: