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← Back to Top 9 Bookkeepers in the San Jose-Sunnyvale Area, CA (2026)

Jade Fiducial Palo Alto

Evidence Score 29/100 at 77% evidence coverage 6 of 9 on the San Jose-Sunnyvale area list How the score works

What we could verify

Registered business?
Not verified
CPA license or firm permit?
Not verified (searched the state board)
Publishes prices?
Not stated on its website
Local or remote?
Local + remote
Software?
None named on its website

Who they say they serve: professional services, franchises, contractors, medical, nonprofits (self-reported, from the firm's own website)

1 of 5 answered from a dated source.

Documents 3 of 5 core services.

Score breakdown

Documented services + buyer fit22 of 40 pts, 40 checked
Independently verifiable qualifications0 of 20 pts, 8 checked
Operational + pricing transparency3 of 25 pts, 25 checked
Verified identity + continuity4 of 15 pts, 4 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of Jade Fiducial Palo Alto's own website (self-reported), read Sep 26, 2026.
ClaimWhat the source showsSourcePoints
Business name Jade Fiducial Palo Alto /locations/jade-fiducial-palo-alto
Website https://fiducial.com/locations/jade-fiducial-palo-alto /locations/jade-fiducial-palo-alto
Office locality Palo Alto, CA /locations/jade-fiducial-palo-alto
Service area United States (stated by the firm) /industries
Phone +18663438242 /locations/jade-fiducial-palo-alto
Offers bookkeeping Documented: ...in all aspects of preparation of monthly financials, payroll and tax -Implementation of bookkeeping procedures and records; staff training on the use of an adequate software... /locations/jade-fiducial-palo-alto
AP / AR Documented: ...and records; staff training on the use of an adequate software, monitoring of A/P and A/R, bank reconciliations -Payroll implementation and management -Preparation of... /locations/jade-fiducial-palo-alto 4 pts (max 4)
Payroll coordination Documented: ...services include financial management and recordkeeping, tax planning and preparation, payroll processing & periodic business reviews. We’ll prepare everything you will need to... /locations/jade-fiducial-palo-alto 4 pts (max 4)
Month-end close + reporting Documented: ...implementation of dashboards -Comments on the state of your activity based on the financial statements, highlighting of the areas for improvement Domiciliation -Company... /locations/jade-fiducial-palo-alto 6 pts (max 6)
Industries served (documented) professional services, franchises, contractors, medical, nonprofits /industries 5 pts (max 5)
Local / remote model stated Local + remote /industries 3 pts (max 3)
Named contact / team Christian Latouche, founder /about 3 pts (max 3)
Working contact route verified [email protected] (mail server found) DNS check
Third-party
Sep 26, 2026
2 pts (max 2)
Privacy / data-handling page Documented: Privacy Policy and Terms of Use /privacy-use 2 pts (max 2)

Checked and not found

  • Not documented. Checked 6 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
  • Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Jade Fiducial Palo Alto' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).

Searches that find nothing are not a mark against a firm. How we search.

Not verified (not checked yet, so each scores 0 and counts against coverage): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).

Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.

  • Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).

Data limitations

  • 21 of 23 evidenced items come from Jade Fiducial Palo Alto's own website and are labelled self-reported.
  • No ratings or review counts are published here. Why.

Is this your firm?

Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.