Outsourced Accounting, Fractional CFO & HR Firm in San Jose and San Francisco, CA

Ken manages projects in our outsourced accounting practice, working with the firm since 2014. He is certified in Quickbooks and is often the first call when we need https://www.bookstime.com/ an implementation for a new client. He provides services like monthly closes, preparing journal entries, monthly accruals and reconciling to the general ledger.

Tom recently joined our firm after the last three years in the printing industry. He also has accounting experience in Property Management, Mortgage Banking, and the Health Insurance industries. Marcum LLP’s San José, CA Tax & Business Services division offers all forms of accounting and regulatory compliance services. Our high degree of specialization ensures that both the advice and services clients receive are specific to their needs.

Update: Ravix Group acquires CSuite Financial Partners

Outsourcing your nonprofit’s accounting frees up staff members to help your organization thrive. They can be more engaged when they don’t have to perform duties that fall beyond their expertise. Plus, if you have an open accounting position, you can leave it open and enjoy the resulting cost savings. Do you have an existing bookkeeping system that has been making errors or takes more time than you’d like? In this case, hiring Better Bookkeepers for a one-time review is your solution.

We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. Candice has worked with the firm since mid-2014, handing our internal accounts payable and accounts receivables, and reconciliations. She joined the firm after working nearly 5 years working with Steve at his prior firm, BPM.

Nonprofit Suite

Marcum LLP’s San José, CA Advisory Services division helps you innovate and seize opportunities. Business owners and managers choose Marcum for our pragmatic, industry-focused insights. And, because we come to know your business well, our ability to anticipate. ” this is a common question from new business owners when it comes to the finance and accounting, yet these elements are critical to any future success. This is where the professionals at Georgen Scarborough are ready to help.

• Furthermore, we can design a new system that’s specialized to the unique needs and priorities of your business.
• Accounting
• Jennifer started with the firm in 2023, working in our Outsourced Accounting practice.
• Intuit’s non-profit software will make it easy to support your church’s reporting requirements, but QuickBooks Pro may not support your church’s reporting requirements or terminology.

Carlos graduated from San Francisco State University with a degree in accounting. Isabel is studying accounting and business management from De Anza College. Nonprofits are one of our specialty niches, and you benefit from our vast experience.

Where Does SD Mayer Offer Nonprofit Accounting?

Economic uncertainty can particularly impact nonprofits, as donations may take a hit. We can develop long-term strategies to preserve your financial future. You can’t prepare for what’s coming unless you see your entire situation. Your organization can prosper when you get the information you need to make the sometimes hard but often necessary financial decisions for your Bay Area nonprofit. Client service means helping in whatever way we can — no job is too big or small.

These nonprofits employ thousands and serve millions of people, from local neighborhoods to around the world. Contact our tax and accountingbookkeeping firm if you are in the Santa Clara County area to learn more about the services our firm provides. Accounting | Tax | Audit | Consulting – Abbott Stringham & Lynch is a top 30 CPA firm serving San Jose, the heart Bookkeeping Services in San Jose of Silicon Valley and the greater Bay Area. Our experienced team offers audit, accounting, tax, valuation, and consulting services to companies and individuals. With expertise in the areas of real estate, construction, technology, nonprofit, emerging business, international, family wealth & individual, recreation and entertainment, and renewable energy.

Top Tax Services Near Santa Clara County

We’re proud of our professional reputation and the quality of our work. Included free with your engagement, our team of Intacct and Quickbooks Online experts will migrate, setup, and review your chart of accounts to ensure it aligns with GAAP and nonprofit standards. We ensure nonprofits have the tools they need to partner with our team for effective financial record keeping and strategic planning. We rely on our Nonprofit Suite team for our specific reporting needs, month end close, 990 preparation and overall management of our audit process. But we love that we can also go to them for project work related to budget planning, special analysis, and even help with staffing gaps. The entire team is very responsive, ready to roll up sleeves or spend time as thought partners as we grow and scale.

• Exempt organizations have unique tax needs that demand specific knowledge, attention to detail and solid advice.
• She loves exploring the coastal regions with her kids, and spends time with her son’s cub scouts activities and with her car-enthusiast daughter.
• And our people are committed not just to the clients we serve but also to a host of not-for-profit and community-oriented organizations, serving on various boards and committees.
• But we love that we can also go to them for project work related to budget planning, special analysis, and even help with staffing gaps.

We offer nonprofit accounting services worldwide, with offices in Silicon Valley and the San Francisco Bay Area. We take a holistic financial measure of your nonprofit and discover ways you can improve and grow. Sometimes it takes an outsider to identify where you can cut back or afford to invest more. We have experience guiding nonprofits toward financially sound decisions that will pay off for your organization and the people who rely on you every day.

Where can I get a higher Non Profit Bookkeeper salary in the United States?

I have been using the services of Kathy and the firm for many years for my business and personal tax returns. They have always responded to my ” questions with a prompt “civilian” explanation. We are committed to providing close, personal attention to our clients.

See what a difference SD Mayer can make in your financial wellbeing. At Jitasa, our mission is to improve the effectiveness and efficiency of nonprofits. Our bookkeeping and accounting services are affordable and cater to every nonprofit. Your nonprofit organization should keep its focus on that work while figuring out ways to assist more people and improve your quality of services. Linda Rost started Better Bookkeepers in 1999, and since then the team has worked for over two decades. In this time, we’ve developed bookkeeping solutions for countless unique, small businesses and honed razor-sharp attention to detail.

Eric Anderson, CPA

Prior to SD Mayer, she worked with Steve at his prior firm, BPM, and then also worked with our partner, Joanne, at their prior firm, Brown Adams. Brian has worked at SD Mayer since 2014 as the firm’s Controller, also working in the Outsourced Accounting department as an outsourced Controller, as well as supervising the team. Overall, Brian has worked in Finance for nearly 20 years, including as the Finance Manager at another company.

• He performs monthly bookkeeping, journal entries, bill pay and reconciliations.
• Tracking big-picture financial goals and looking for ways to save money can become a burden when your staff barely has time to complete their day-to-day tasks.
• Katie is originally from California, but now calls North Carolina her home, where she works from her home office.
• Prior to SD Mayer, Ken worked for about 15 years at other companies in accounting, AP/AR.
• Tom recently joined our firm after the last three years in the printing industry.
• Steve has also been involved in several other businesses including a number of restaurants, co-founder of Presidio Bank, and an owner of Books Inc., a bookstore chain.