Nurture Your Education Business with
Smart Financial Management

Specialized CFO, Tax, Bookkeeping, & Payroll Services for
Private Schools and Daycares

Schedule Your Consultation

Industry Challenges We Solve

Complex

Tuition &

Revenue Tracking

Accurate

Staff Payroll

Management

Creative people brainstorming in meeting

Efficient

Grant and Funding Guidance

Navigating

Compliance with Education Regulations

Our Proven Work Process For the Education Industry

Comprehensive Financial Consultation

Custom Financial Blueprint For Daycares & Institutes

Quarterly Performance Review & Market Analysis

Timely & Precise
Financial Management

Our Specialized Financial Services For Educational Institutions and Daycares

Educational Business Bookkeeping

Tuition and enrollment revenue tracking
Sophisticated staff payroll management
Grant and funding financial reporting
Multi-location financial consolidation
Local market educational financial benchmarking

Tax Planning &
Tax Preparation

Non-profit and educational institution tax strategies
Employee benefit tax optimization
State and federal compliance
Grant fund allocation tracking
San Jose and Santa Clara County specific regulatory compliance for learning institutions

business-man-financial-inspector-secretary-making-report-calculating-checking-balance-inte

Financial Advisory (Expert CFO Services)

Enrollment-based financial forecasting
Expansion feasibility studies
Cost-per-student analysis
Long-term sustainability planning

Client Success Snapshot

As a daycare, our focus is on caring for children and providing a nurturing environment - not on bookkeeping, payroll, or taxes. Thankfully, DONEY ALLIANCE takes care of it all so we don’t have to worry!

Elena is always responsive, making sure our staff gets paid on time and our financial records stay accurate. Come tax season, she guides us through every step, ensuring we maximize deductions and stay compliant.

We couldn’t ask for a better financial partner. Highly recommend!

Sophia N.