Fund accounting, grant management, compliance. We speak your language, track your metrics, and help you scale, right here in San Jose.
Fund accounting, grant management, compliance. We've worked with dozens of nonprofits companies in San Jose. We understand your business model, your challenges, and what metrics matter most to you and your investors.
Full-stack financial services tailored to nonprofits businesses in San Jose.
Expert bookkeeping at a fraction of the cost
Bank reconciliations, transaction categorization, and monthly close
Run a tighter ship with a controller at the helm
Process improvement, internal controls, and accounting oversight
Standard and custom financial reporting
Financial statements, custom reports, and GAAP compliance
Budgeting, forecasting, variance analysis
Financial planning and analysis to drive strategic decisions
Strategic financial leadership when you need it
Financial strategy, fundraising support, and board-level reporting
Based in Boston, we work with nonprofits companies across the country.
We serve nonprofits businesses throughout the San Jose metro area.
Take our 2-minute quiz to get a personalized recommendation for your nonprofits business.
Find My Solution →Yes. We specialize in Nonprofits companies and understand fund accounting. Our team knows the metrics that matter: Program Expense Ratio, Fundraising Efficiency.
Yes. We work with clients across the West Coast and nationwide. Our team operates in Pacific time and can accommodate your schedule.
Most engagements kick off within 1-2 weeks of signing. We'll audit your current setup and begin implementation immediately.
We're experts in QuickBooks, Xero, NetSuite, and most modern accounting platforms. We'll work with your existing stack.
You'll have a dedicated team with regular check-ins. Most clients meet weekly or bi-weekly with their primary contact.
Our flat-fee packages include all routine work. We're transparent about scope and will discuss any out-of-scope requests before proceeding.
