With Our San Jose Nonprofit CFO Services, You Can Take Decisive Action & Grow Your Net Assets
We’re the San Jose Nonprofit CFO
for You,
If You Want:
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.”
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, CPA | Daily Balance
Managing Principal What Our San Jose Nonprofit CFO Services
Can Do For You:
- Enhance financial stability and growth for your nonprofit
- Address cash flow challenges effectively
- Secure funding through debt or equity
- Upgrade reporting and record-keeping practices
- Optimize systems to support scalable growth
- Deliver long- and short-term financial forecasting
- Organize and streamline historical financial records
- Develop a comprehensive long-term financial strategy
World-Class Nonprofit CFO 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 CFO Advisory Services
- Develop and implement long-term financial plans
- Advise on strategic financial decisions
- Create annual budgets and cash flow forecasts
- Provide ongoing financial projections and scenario analysis
- Prepare and analyze financial statements
- Ensure compliance with regulatory requirements and accounting standards
- Design and implement internal controls
- Prepare financial reports for board communication
- Oversee financial aspects of grant applications and reporting
- Ensure proper tracking and utilization of grant funds
- Advise on fundraising strategies and donor engagement
- Manage program funds and ensure financial accountability
- Identify and mitigate financial risks
- Implement cost-saving measures and efficiency best practices
- Monitor and optimize cash flow for stability
- Recommend financial systems and technology solutions
Meet Your San Jose Nonprofit CFO Team
Syd Highley
Amy Fryatt
Julie Asuncion
Norie Fabian
Tessa Joy De Vera
Ilonah Vivas
We'll Integrate with Your Accounting Software
Let Us Lighten Your Load!
Fixed Fee
No Surprises
Guarantee
Nonprofit CFO Services in San Jose & Beyond
Bakersfield Nonprofit CFO Services
1 (661) 218-1122
1 (857) 678-1661
Chicago Nonprofit CFO Services
1 (872) 253-6677
Los Angeles Nonprofit CFO Services
1 (213) 463-8484
New York City Nonprofit CFO Services
1 (646) 921-6606
Sacramento Nonprofit CFO Services
1 (916) 999-5955
San Diego Nonprofit CFO Services
1 (619) 389-3344
San Francisco Nonprofit CFO Services
1 (415) 358-5353
San Jose Nonprofit CFO Services
1 (669) 230-0440
Washington DC Nonprofit CFO Services
1 (771) 220-7155
Nonprofit Accounting Resources
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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