📍 San Jose, CA

Accounting, Taxes and Virtual CFO For San Jose Businesses

Accounting, tax, virtual CFO and payroll services built for San Jose's Silicon Valley technology companies, hardware and semiconductor firms, SaaS startups, and high-growth ventures. California compliance handled end-to-end with AI-powered automation and real-time Power BI dashboards.

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Four Services, One Expert Team

Everything San Jose businesses need,
handled end-to-end

From disciplined monthly close and Power BI dashboards to California Franchise Tax compliance and stock option planning. One integrated team covers your complete financial picture.

Accounting & Bookkeeping

Audit-ready monthly close, clean books, and real-time Power BI dashboards for San Jose's Silicon Valley technology companies.

Taxation

California's 8.84% corporate tax and high individual rates require careful planning. We handle every filing accurately for San Jose businesses.

Virtual CFO

Strategic CFO support, KPI dashboards, board-ready reporting, and cash-flow planning for San Jose's growing companies.

Payroll Processing

Multi-state payroll with California compliance, tax withholding, contractor payments, and year-end W-2 and 1099 filing.

We Know San Jose

We know finance for San Jose businesses

San Jose is the economic capital of Silicon Valley and the largest city in the San Francisco Bay Area by population. The city sits at the center of the world's most concentrated technology ecosystem, home to the headquarters of Cisco Systems, Adobe Inc., eBay, PayPal, Zoom Video Communications, HP Enterprise, and hundreds of semiconductor, hardware, and software companies that power the global technology industry. Apple's main campus is in adjacent Cupertino, and Intel's global headquarters is in nearby Santa Clara.

Engagement Models

Work with us your way

Choose the model that fits how your San Jose business operates. Every engagement includes US leadership, structured onboarding, and defined SLAs.

Fixed Price

$99

per month

Ideal for task-specific work with a pre-defined scope and deliverables.

Set scope and timeline
Clear deliverables
No variable invoices

Get a Quote

Dedicated Team

$1,699

per month

A dedicated team assigned to your account, building context about your business every month.

Monthly close, every month
Same team, built-in continuity
Scales with your business
Real-time Power BI dashboards

Book a Consultation

Hourly

$15.99

per hour

Pay only for hours used. Flexible, on-demand support with easy tracking and control.

No monthly commitment
Dial up or down anytime
Easy tracking and control

Get Started

Outcome-Based

Custom

pricing

Pay for results, not effort. A performance-driven approach ideal for defined KPIs.

Results-first approach
Defined KPIs and goals
Tailored to your business

Discuss Your Goals

FAQ

Common questions from San Jose businesses

Yes. We handle California Franchise Tax, California income tax returns, R&D tax credit elections, and the full range of stock option and RSU tax planning that Silicon Valley companies require. We advise on ISO vs. NSO treatment, AMT exposure, 83(b) elections, and multi-state tax implications when employees exercise options after relocating out of California.

We connect directly to your bank accounts, credit cards, and merchant processors using secure read-only integrations. CrownGlobe works in QuickBooks and Xero, layering AI-powered automation and real-time reporting on top. AI categorizes every transaction and reconciles your bank feed daily. When a direct connection is not available, we ask you to upload statements to your client portal.

Data security is foundational to how CrownGlobe operates. We require NDAs signed by CrownGlobe and each employee on your account. Protections include antivirus and malware software, sophisticated firewalls, removable storage blocked on all workstations, authorized IP-only logins, CCTV surveillance, thumbprint access, and diskless computers to prevent unauthorized data removal.

You get a dedicated team: a bookkeeper for day-to-day transactions, an accountant who reviews and closes your books monthly, and a senior reviewer who signs off before anything goes out. Your team stays consistent month after month, building deep context about your business that generic outsourced services never develop.

Accounting, Taxes and Virtual CFO For San Jose Businesses