CPA-Led Accounting & Fractional CFO Support in San Jose, CA
Where Silicon Valley scales—and your finance function keeps pace with innovation.
Serving more of California
We support 8 cities across the state
How we help San Jose operators
Bookkeeping
- Accurate, up-to-date books for San Jose businesses
- Monthly close + reporting you can trust
Operational Accounting & Financial Reporting
- Stronger accounting workflows tailored to San Jose's business needs
- Audit/compliance readiness and cleaner documentation
Fractional Controller / Fractional CFO
- Cash flow planning + capital strategy for San Jose operators
- Strategic leadership for growth and risk management
What we see in San Jose
San Jose sits at the heart of Silicon Valley, home to some of the world's most innovative technology companies. As businesses scale from startup to enterprise, they need financial operations that can keep pace with rapid growth. We help San Jose companies build strong accounting foundations and maintain clean books as they evolve.
As San Jose continues to grow and evolve, businesses face increasing complexity in their financial operations. We help you navigate this growth with clean books, clear reporting, and the financial clarity you need to make confident decisions.
- Scaling financial operations to match rapid growth and fundraising cycles
- Managing complex equity structures and investor reporting
- Navigating revenue recognition for SaaS and subscription models
- Building financial processes that support fundraising and exits
- Balancing innovation speed with financial discipline and compliance
Industries we commonly support in San Jose
We support modern businesses across the San Jose metro area, bringing CPA-led expertise to help you maintain clean books and strong financial operations.
Who We Serve in San Jose
From technology & software to professional services, San Jose businesses share a common need: financial clarity that enables confident decision-making. Here's who we work with most often in the San Jose market.
Startups & Growth-Stage Companies
Laying the foundation for sustainable growth
We work with early and scaling companies to establish clean books, disciplined reporting, and financial leadership that grows with the business.
Accounting System Transformation Teams
Building modern financial infrastructure
We help businesses replace fragile, outdated accounting processes with scalable systems that support growth, accuracy, and strategic insight.
Founder-Led Businesses
Empowering leaders with financial clarity
We help founders move from reactive financial management to confident, data-driven leadership—without losing focus on the business they're building.
Family Businesses
Preserving legacy while maximizing the future
We partner with multi-generational businesses to modernize financial systems, improve visibility, and support long-term continuity and stewardship.
Nearby areas we serve
Our remote-first approach means we can support businesses throughout the greater San Jose metro area and beyond.
Frequently asked questions
Do you work with San Jose startups and venture-backed companies?
Yes. We specialize in supporting startups and venture-backed companies in San Jose, from early-stage SaaS businesses to growth-stage companies preparing for exits. We understand the unique financial needs of Silicon Valley companies and can help you maintain clean books while scaling quickly.
Can you help with investor reporting for San Jose startups?
Absolutely. Our fractional CFO services include investor reporting, financial modeling, and the strategic support you need to communicate effectively with investors and board members. We help you build the financial infrastructure that supports fundraising and growth.
How do you handle SaaS revenue recognition for San Jose tech companies?
We have deep experience with SaaS revenue recognition, subscription billing, and the accounting complexities that come with recurring revenue models. We'll help you maintain accurate books and clear financial reporting that supports your growth trajectory.
Do you serve businesses throughout Silicon Valley?
Yes. We work with companies throughout the greater San Jose area and Silicon Valley, including Palo Alto, Santa Clara, Sunnyvale, and beyond. Our remote-first approach means we can support your business wherever you're located.
What's your approach to helping San Jose businesses scale their finance function?
We start by understanding your current state and growth trajectory. Then we build the right financial operations—from clean bookkeeping to strategic CFO support—that scale with you without adding unnecessary overhead. We understand the pace of Silicon Valley and help you maintain financial clarity as you grow.
Recommended next steps for San Jose teams
Explore how we can help businesses like yours, learn about our services, or dive into our process.
Startups & Growth-Stage Companies
Laying the foundation for sustainable growth
Accounting System Transformation Teams
Building modern financial infrastructure
Founder-Led Businesses
Empowering leaders with financial clarity
Our Services
From bookkeeping to fractional CFO, services that scale with you
Our Process
How we work together to transform your financial operations
Get clarity in San Jose—without adding overhead.
Let's discuss how Assay AI can help your business achieve its financial goals with precision and confidence.