Our Story

St. Joseph Financial Services (SJFS) is a non-profit 501 (c) 3 business that is organized under the supervision of the Roman Catholic Bishop of San Jose and thus under the tax group ruling of the Catholic Church. 


We at StJFS provide comprehensive client accounting services for Catholic Schools, Catholic Parishes, Catholic Dioceses and other Catholic Institutions. StJFS enables our clients to make better business decisions through experienced accounting professionals, standard business processes and best in class technology. In addition to qualified accounting services offered at an affordable cost, we provide wrap around advisory services such as financial analytics, board preparation, budgeting and planning.

Our clients have access to essential financial capabilities integrated into one user friendly platform. This platform provides our clients, at no additional total cost to them, with a high level of service on basic accounting functions and additional financial insight which they could not afford on their own and gives us a method to deliver new features and analytic tools to all clients, efficiently. As importantly, as a non-profit, we reinvest any excess income into our talent, our capabilities and our technology.

At the time of this publication, in the early days of 2022, StJFS has not only survived the 2020 pandemic but used it to prove the strength and value of its solution; is not only ready to continue its growth within San Jose but has developed opportunities in three additional catholic dioceses outside California.

We are grateful for the visionary and courageous leadership that has brought us to this point. Thanks to God’s providence we have been in the right place at the right time with the right people, donors and partners that have brought us to this point and help Catholic organizations fulfill God’s mission.

  • Our Vision: To be the Church’s standard in financial services. No diocesan CFO or Catholic School Superintendent is left without actionable financial information. We are a platform for collaboration for all US dioceses. Be a place where high-performing, mission-minded individuals want to work.
  • Our Mission: Generate accurate and timely financial data, assemble that data into actionable information, and coach our clients to use that information in ministry decisions.
  • Our Values: Minister More, Administer Less, Collaborate Freely
  • Our Name: The name, St. Joseph Financial Services, is rooted in our heritage. We were founded in the Diocese of San Jose (i.e. Saint Joseph). In addition, St. Joseph, as the foster father of Jesus, and the patron saint of workers and builders, exemplifies our values as an organization: we work in the background, coaching and mentoring our clients to free their time for more ministry to our children and families. 

Our Solutions For…