As Your Nonprofit Accountant, We’ll Save You Up To 40% in Admin Costs

We’ll be your nonprofit’s virtual accounting department (bookkeeping, audit representation, CFO), so you can focus on your mission/programs, rather than your financials.

Case Study

CASE STUDY: How We Helped a Nonprofit Organization Grow from $40K to $2.2M

Are You Frustrated By…

Being off your mission and programs because you’re sidetracked by admin tasks
Never being able to catch up on your books
Looking like a fool in front of your board
Missing out on funding opportunities because of disorganized financials

We’re the Perfect Nonprofit
Accountant for You, If:

Your Books Are a Mess

Does it feel like your books have turned into a dragon you can’t tame? If you’re feeling overwhelmed and you’re tired of inaccurate and incomplete records, we’re here to release the stress.

You Lost Your Bookkeeper

We remove your “key person risk” so you don’t have to start all over with someone new when retirement or other life changes occur. We’ll hop right in and even improve your financial systems.

You Are a New ED

As a nonprofit Founder, Executive Director, or CEO, you probably have a vision of how things should run. We’ll take care of your books, so you can focus solely on your mission and programs.

What Nonprofit Accounting
Services Do You Need?

What We Do

What DON’T We Do

We’ll replace your nonprofit accounting department

so you can focus on your programs, save up to 40% on your overhead ratio, and secure current and new funding.

CPAs Who Have Mastered Accounting Services for Nonprofits

While most CPAs shy away from the confusing and complex nature of nonprofit accounting, we focus solely on it. After having worked with nonprofits with a budget of $1M+ for over 25 years, we understand how to do your accounting like few do. That’s why our clients love working with us.

We are a team of detail-oriented, can-do nonprofit accountants and CPAs who strongly value responsiveness, integrity, excellence, helpfulness, innovation, professionalism, and fun!

We look forward to working with you, so we can help you focus on your programs, reduce headaches, get more funding, produce perfect audits, and look amazing in front of your board, all the while reducing your admin costs.

Syd Highley, CPA | Daily Balance Managing Principal

Trusted by Nonprofits

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“In addition to cutting costs for accounting, Daily Balance has been most responsive to our needs. ”

Nancy R.

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“Their ability to step in, respond quickly to needs, and offer cost-saving solutions has been an incredible asset.”

Evan Hawkins FACCC

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“Daily Balance has moved us beyond a tiny little non-profit to a thriving business!”

Tina C.

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“With Daily Balance, we’ve been able to spend 99% of our grants last year and achieve a level of financial health and compliance that we couldn’t reach before.”

Basir Azizi Mutual Assistance Network

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“Daily Balance's team of experts have a huge heart for non profits and the essential services they bring to enrich our communities.”

Debra Oto-Kent Health Education Council

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“The knowledge that Daily Balance provides enables me to make better decisions in my business.”

Deborah C.

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“Using Daily Balance bookkeeping and tax services does not cost you; it saves you stress, time and money.”

David W.

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“Syd and his team discuss solutions with us and provide solid options to consider as we are making business decisions.”

Tracey Schaal Community Strong Strategies

google rating 5 star rating

“Not being distracted by accounting issues, I can focus on increasing sales and market penetration.”

Gary W.

Your Virtual Nonprofit Accounting Department:
Bookkeeper, Audit Advocate & CFO

Bookkeeper

Real-Time, Precise, & Audit-Ready Financials

Your dedicated accounting associate will gain a thorough understanding of your organization to ensure precise bookkeeping. Then we’ll:

Audit Representation

Financial Audits Made Easy

We’ll represent you in your annual financial audit, answering ALL financial questions the auditor has on your behalf. We strive for zero audit adjustments, and in the rare case when they happen, we’ll handle them for you. We’ll:

CFO Advisory

Unmatched Financial Expertise Tailored to Your Needs

In addition to your dedicated accounting associate, you’ll have access to our CPAs for ongoing guidance and proactive solutions to:

Address cash flow challenges effectively
Enhance financial stability and growth
Guide you to the funding you want
Optimize systems for scalable growth
Develop a comprehensive long-term financial strategy

What You Get When You Hire Us

Accurate Cloud-Based Bookkeeping

Monthly Financial Reports

Annual Audit Representation

Budgeting & Forecasting

Virtual CFO Advisory

In Just 90 Days, You’ll Get:

An organized and efficient accounting system
Enhanced internal controls
Easy-to-use, cutting-edge software to enhance productivity
Comprehensive ongoing support
Compelling reports so you can take decisive action

We'll Integrate with Your Accounting Software

6 Reasons You’ll Want to Work With Us

Accurate & Auditable

Non-profit accounting is difficult. In fact, many CPAs fail to even understand it, and most accountants steer clear of it. At Daily Balance, it’s all we do and quality-consistency is our specialty. Because of that, you can rest assured that your books will be accurate and auditable.

Quick & Responsive

We are just as responsive as an in-house bookkeeper would be, but we go a step further. Because we know the non-profit industry so well, we’ll stay on top of it all so you can focus on people and your mission. We provide rapid communication through Microsoft Teams so it’s like we’re working right next to you. In most cases, you can expect a reply within seconds!

No Downtime

You’ll receive one point of contact, but you’ll also have access to our team so that there is never any down time.

We internally cross-train so that even if your contact is out, you’ll always get the quick responses you deserve.

Our name says it all: Daily Balance. We serve our clients daily so they never have to worry about key person risk again.

Save Up to 40%

By outsourcing your accounting department to Daily Balance, you can save up to 40% on your accounting costs, while getting better expertise, service, and value.  In-housing a full-time data entry person, bookkeeper, and an accountant means you’ll have to pay their salaries, payroll taxes, benefits, 401-K contributions, insurance, paid time off, workman’s comp insurance, training and administration expenses, and overhead costs (space, equipment, etc).

By hiring us, you’ll simply pay a flat monthly fee, which is often already included in your program funding anyway.

Financial Audit Representation

As your advocate, we handle your annual financial audits and will answer ALL of the hundreds of questions the auditor will have on your behalf. You’ll be happy to know that you most likely won’t even need to be part of the process.

You can stop feeling anxious and rest assured because we’ll make sure there are no surprises when your audit comes around.

Increase Your Funding

As a non-profit, the backbone of your organization is funding, and that only comes as a result of accurate and meticulous books.

You no longer have to endure missed grant opportunities because you fail to have all the financials in place.

Your funders will be so happy to receive your accurate and unquestionable financials, and so will your future funders, because as your CFO adviser, we’ll guide and advise you on how to diversify with new funding.

Plus, You’ll Be Able To…

Spend less time worrying about money
Be of real service to your constituents
Run your organization more efficiently and effectively
Make smarter organizational decisions
Be highly respected by funding sources
Look good in front of your board
Realize your organization’s full potential!

Loved by Auditing Firms

“Because of Daily Balance’s efforts we are able to perform our audits, reviews and 990 tax filings with the highest level of efficiency.”

Your World-Class Nonprofit Accounting Firm

On-Call 24/7/365

No Surprises Guarantee

Proactive CPAs

Value-Focused Accounting

30-Day No Fault Agreement

Cloud-Based & Real-Time

Meet Your Nonprofit Accounting Team

Syd Highley

Managing Principal, CPA

Amy Fryatt

Director of Operations

Julie Asuncion

Accounting Manager

Norie Fabian

Bookkeeper

Tessa Joy De Vera

Bookkeeper

Ilonah Vivas

Bookkeeper

Let Us Lighten Your Load!

Book a call to discuss your nonprofit’s unique accounting needs so we can provide you with actionable recommendations that will help you take control of your financials and make a bigger difference.

Fixed Fee

No Surprises
Guarantee

We believe in full transparency and respect, which is why we offer a fixed fee for our nonprofit accounting services – it’s often already included in your program funding anyway.