What Jitasa does

Jitasa is a U.S.-based outsourced financial services firm that exclusively serves nonprofit organizations, a positioning it has held since founding in 2008 in Boise, Idaho. The firm delivers a four-module service stack: Bookkeeping & Accounting Services (monthly reconciliations, financial statements, 1099 processing), Controller Services (financial oversight and internal control analysis), Tax Services (Form 990 series, state filings, 1099s), and fractional CFO Services delivered through a dedicated Jitasa Strategic Advisory Team (J-SAT). Services are priced via fixed monthly subscriptions with a $15,000 minimum annual contract and entry-level pricing of $1,250/month for small nonprofits under $500,000 in annual gross receipts, with tiered packaging for midsize ($500K-$5M) and large (over $5M) engagements.

The technology layer is built on integrations with established cloud platforms rather than proprietary software: QuickBooks Online (small nonprofits, with Jitasa operating as a ProAdvisor firm), Sage Intacct (mid-market and complex reporting/grant management), and Intuit Enterprise Suite (large multi-entity nonprofits), complemented by ShareFile for document management and ADP, Gusto, and Paychex for payroll coordination. Every client is assigned a dedicated team of 3-5 professionals, blending U.S.-based senior staff in Boise and Meridian with operations support in San José (Costa Rica), Manila (Philippines), Bangkok (Thailand), and Sarajevo (Bosnia and Herzegovina). The firm employs 600+ globally and serves 1,650+ active U.S. nonprofit clients across all 50 states, having served more than 2,000 organizations cumulatively and completed over 5,000 nonprofit tax filings.

The go-to-market combines enterprise field sales and inside sales teams with content-led inbound demand generation, including a blog, free courses, webinars, financial ratios calculators, a nonprofit accounting glossary, and free assessments. Pricing is quote-based and customized to nonprofit size, with $15,000 minimum annual contracts. The firm has reported 25-40% year-over-year revenue growth for three consecutive years, received a growth investment from Bregal Sagemount in 2024, and is B Corp certified with a score of 108.8. It is ranked #47 on Real Leaders' 2026 Top Impact Companies list and is certified as a Great Place to Work for 2025-2026. In January 2026, founder Jeff Russell transitioned to Executive Chairman as Don Needs and Jon Osterburg assumed Co-CEO roles.

Name

Jitasa

Legal name

Jitasa, Inc.

Website

https://jitasagroup.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Jitasa is a U.S.-based outsourced financial services firm exclusively serving nonprofit organizations. Founded in 2008 and headquartered in Boise, Idaho, it delivers bookkeeping, controller, tax preparation, and fractional CFO services to over 1,650 nonprofits across all 50 states via dedicated professional teams and integrated cloud accounting platforms.

Ownership category

akta.pro rank

Product category

Nonprofit Accounting & Bookkeeping Services

NAICS

Offices of Certified Public Accountants (541211), Other Management Consulting Services (541618)

SIC

Finance Services (6199), Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Tax-Focused Wealth Management RIAs (FSAAACAD), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Nonprofit bookkeeping services
• Outsourced accounting services
• Nonprofit tax preparation
• Fractional CFO services
• Nonprofit financial management

Headquarters

HQ city

Boise

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Subscription-Based Professional Services: Monthly subscription fees for ongoing bookkeeping, controller, and CFO services delivered by dedicated teams. Fixed transparent pricing model based on nonprofit size and service complexity.
2. Tax Preparation Services: Annual tax filing services for nonprofit organizations, including Form 990 preparation and filing. Complimentary service included with subscription packages.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

Jitasa provides outsourced bookkeeping, accounting, controller, tax preparation (including IRS Form 990), and fractional CFO services exclusively to U.S. nonprofit organizations. Each client is assigned a dedicated team of 3–5 professionals who manage monthly transactions, reconciliations, financial statements, grant tracking, audit prep, and strategic advisory through cloud platforms such as QuickBooks Online, Sage Intacct, and the Intuit Enterprise Suite, billed under flat monthly subscriptions scaled to nonprofit size.

Product overview

Jitasa offers a suite of outsourced nonprofit financial services through a platform-plus-modules architecture. The core offerings consist of Bookkeeping & Accounting Services, Controller Services, Tax Services, and CFO Services, each available as standalone modules or bundled together. Services are organized into tiered pricing structures based on nonprofit size: Small Nonprofit Services (under $500k annual gross receipts) and Large Nonprofit Services ($500k+), with add-on options for audit support, grant tracking, payroll coordination, and bill pay. Every client receives a team of 3-5 dedicated professionals, with services priced at a flat monthly rate with no hidden costs. The company also provides free educational resources including templates, webinars, courses, assessments, and financial ratio calculators.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping & Accounting Services Core outsourced bookkeeping and accounting services for nonprofit organizations, including cloud-based accounting system setup, chart of accounts creation or review, account reconciliations, monthly financial statements, end-of-year wrap-up, 1099 completion and distribution, and basic financial advisory.
• Controller Services Nonprofit controller services delivering financial oversight, record review, internal control analysis, and operational financial management for growing nonprofits.
• Tax Services Nonprofit tax filing services including IRS Form 990 (full, 990-N, 990-EZ, or 990-PF), state tax filings, and 1099 completion and distribution to contractors; over 5,000 filings completed since 2008.
• CFO Services Fractional CFO services through the Jitasa Strategic Advisory Team (J-SAT) providing strategic financial planning, cash flow forecasting, internal control analysis, and advisory support for nonprofits.
• Small Nonprofit Services Bookkeeping and accounting service tier for nonprofits with under $500,000 in annual gross receipts, including QuickBooks Online hosting, revenue and expense entry, monthly reconciliations, financial statement package creation, and optional add-ons such as audit support, bill pay, donor reporting, grant tracking, and payroll coordination. Starting at $1,250/month with a $15,000 minimum annual contract.
• Large Nonprofit Services Bookkeeping and accounting service tier for nonprofits with $500,000 or more in annual gross receipts, including audit prep and customized services for midsize ($500K–$5M) and large (over $5M) nonprofits.

Quantifiable outcome

• 1,650+ U.S.-based nonprofits served across all 50 states
• +2 more outcomes

Named customers9 records

Segments7 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature3 records

Partnerships

Six partnerships are on record, tiered core.

• ADPcoreTechnology or IntegrationPayroll provider integration. Jitasa connects with ADP for payroll processing services, allowing seamless synchronization of payroll data with nonprofit bookkeeping and financial reporting.
• GustocoreTechnology or IntegrationPayroll provider integration for small to midsize nonprofits. Enables automated payroll data entry and tax compliance within Jitasa's accounting services.
• PaychexcoreTechnology or IntegrationPayroll provider integration for midsize nonprofit organizations. Provides payroll processing and HR services integration with Jitasa's financial management platform.
• QuickBooks OnlinecoreTechnology or IntegrationPrimary accounting platform for small nonprofits. Jitasa serves as an authorized QuickBooks Online ProAdvisor firm, delivering bookkeeping services through the platform.
• Sage IntacctcoreTechnology or IntegrationAdvanced cloud ERP platform for midsize and large nonprofits. Jitasa is a Sage Intacct partner delivering sophisticated financial management including multi-entity consolidation and advanced reporting.
• Intuit Enterprise SuitecoreTechnology or IntegrationEnterprise-level accounting platform for large nonprofit organizations requiring advanced financial management capabilities.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Bench: Outsourced bookkeeping service combining dedicated bookkeepers with proprietary software. Direct comparison to Jitasa's team-based subscription model, with a similar focus on small and growing businesses that need recurring monthly accounting support.
• Botkeeper: Automated bookkeeping platform augmented by human accountants, serving small businesses and accounting firms. Comparable to Jitasa as a hybrid human-plus-software outsourced accounting delivery model in a similar price band.
• Finch (formerly 1-800Accountant): Outsourced accounting, bookkeeping, and tax services for SMBs delivered via subscription tiers. Closely comparable to Jitasa's monthly-subscription, tiered service model and target customer profile of smaller organizations that need full back-office finance support.
• Pilot.com: Outsourced bookkeeping and accounting services firm for SMBs, using a tech-enabled delivery model. Highly comparable to Jitasa's subscription-based, team-based outsourced accounting offering, though Pilot focuses on venture-backed startups rather than nonprofits.
• Councilor, Buchanan & Mitchell (CBM): Mid-Atlantic CPA firm with a deep nonprofit specialty, providing audit, tax, and outsourced accounting services to nonprofit clients. Comparable to Jitasa as a similarly positioned nonprofit-focused accounting services firm at smaller scale.
• BooksTime: Outsourced bookkeeping and accounting services for small businesses, with offshore delivery similar to Jitasa's international operations model. Comparable in service mix, delivery approach, and SMB customer profile.
• Wegner CPAs: Wisconsin-based accounting firm exclusively serving nonprofits, offering audit, tax, and outsourced accounting services. Highly comparable to Jitasa's nonprofit-only positioning and similar tiered service model, though smaller in scale.

Broad incumbents

• CliftonLarsonAllen (CLA): Large U.S. accounting and advisory firm with one of the most prominent dedicated nonprofit practices in the country. Provides outsourced accounting, audit, tax, and advisory services to nonprofits at a much larger scale, directly competing for Jitasa's mid- and large-nonprofit segment.
• Eide Bailly: Top-25 U.S. accounting and advisory firm with a dedicated nonprofit practice serving clients nationwide. Directly comparable to Jitasa for mid- and large-market nonprofits seeking integrated bookkeeping, tax, and advisory support.
• FORVIS (formerly BKD and DHG): Top-10 U.S. accounting firm formed from the BKD–DHG merger, with a strong national nonprofit industry group. Overlaps with Jitasa on outsourced accounting, audit prep, Form 990, and CFO advisory for mid- and large-market nonprofits.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Jitasa_Group
• Facebookfacebook.com/jitasa.group
• LinkedInlinkedin.com/company/jitasa

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jitasa