As Your Trusted Non-Profit Accountant, We’ll Replace Your Bookkeeper & Save You Up to 40%
When you hire Daily Balance to do your non-profit bookkeeping, you’ll enjoy perfect audits, more funding, and daily management, while avoiding costly and time-consuming mistakes. Our clients achieve higher profits and sustained growth with accurate numbers at an affordable price, without the hassle of doing the work in-house.
With over 25 years of experience in the non-profit industry, our team of professional non-profit accountants is dedicated to helping you achieve financial clarity and stability.
You Run the Business, We Run the Numbers.
Save Up to 40% by Outsourcing Bookkeeping
Get More Funding
Perfect Audits
Bookkeeping Done Right the First Time
Say Goodbye to Your Biggest Challenges
Non-profit organizations face unique challenges that require specialized knowledge and expertise. At Daily Balance, we understand these challenges and are equipped to address them effectively.
Here are some of the common problems we solve for our clients…
Losing Funding
Inaccurate financial records can jeopardize your funding opportunities. Grantors and donors require transparency and accuracy in your financial reporting. Failure to meet these expectations can result in a loss of funding.
At Daily Balance, we prepare grant invoices properly and submit them on time, ensuring your cash flow and continued funding. Our accurate and timely financial reports help you build trust with your funders, increasing your chances of securing future grants and donations.
Stress & Overwhelm
Accounting and bookkeeping can be overwhelming, particularly for non-profit organizations with limited resources and staff. The stress of managing finances can detract from your ability to focus on your mission.
Our team of expert non-profit accountants takes the burden off your shoulders, handling all aspects of your daily accounting needs with precision and care. With Daily Balance, you can enjoy peace of mind knowing that your finances are in expert hands.
Costly Mistakes
Accounting is a complex field that requires years of education and experience. Mistakes in your financial records can be costly and time-consuming to fix.
At Daily Balance, we understand the importance of accuracy in accounting. Our professional non-profit accountants have the expertise to manage your books correctly, preventing costly errors and ensuring compliance with all relevant regulations.
We believe that accounting should be left to the experts, and our team is here to provide the expertise you need.
Complex Accounting With Minimal Expertise
Many organizations start off managing their own books but quickly realize they’ve created a monster they can’t tame. The complexity of non-profit accounting can become overwhelming, leading to disorganized and inaccurate records.
Daily Balance simplifies the complex, providing clean and up-to-date books you can rely on. Our streamlined processes and automated systems make it easy to maintain accurate financial records, empowering you with the confidence you need to make informed decisions.
Credibility Issues
Your board expects accurate and timely financial reports to make informed decisions about your organization’s future. Inaccurate or incomplete records can undermine your credibility and erode trust.
At Daily Balance, we ensure your books are in order, helping you present a professional and organized image to your board. Our detailed financial reports provide the transparency and clarity your board needs to make strategic decisions.
Disorganized Finances
Inaccurate or incomplete accounting records can make you feel like you can never get your books in order. The frustration of dealing with disorganized finances can take a toll on your productivity and morale.
Our non-profit accountants bring order to chaos, providing you with peace of mind. We meticulously organize and maintain your financial records, ensuring accuracy and completeness. With Daily Balance, you can rest assured that your books are in perfect order.
Not Carrying Out Your Mission
When you’re bogged down with bookkeeping and accounting tasks, it’s hard to focus on your mission. The administrative burden can detract from your ability to serve your constituents effectively.
Daily Balance handles your accounting needs, allowing you to concentrate on making a difference. Our comprehensive services free up your time and resources, enabling you to carry out your mission with greater efficiency and impact.
Lost Bookkeeper
Losing a bookkeeper can be a significant setback for any organization, especially a non-profit. The sudden gap in your accounting team can disrupt your operations and lead to inaccuracies in your financial records.
At Daily Balance, we provide seamless transition services to ensure there are no interruptions in your accounting processes. Our non-profit accountants step in to maintain consistency and accuracy in your books, ensuring that your financial data remains up-to-date and reliable.
What You Can Expect From Our Non-Profit Accounting Services
At Daily Balance, we are committed to providing non-profit organizations with the highest quality accounting and bookkeeping services.
Here are some of the key benefits we offer…
Clean & Up-to-Date Books
We ensure your financial records are accurate and up-to-date, giving you reliable information to make informed decisions. Our meticulous attention to detail and rigorous processes maintain that your books are always in perfect order.
Peace of Mind
With our expert non-profit accountants handling your books, you can rest easy knowing that grant invoices are prepared and submitted correctly and on time. Our proactive approach ensures that your financial records are always accurate and compliant with all relevant regulations.
Support During Outside Audits
Our team provides support during audits, ensuring everything is in order and reducing the stress associated with the process. We work closely with auditors to provide all necessary documentation and answer any questions, making the audit process as smooth and efficient as possible.
Quick & Responsive Turnarounds
Need something immediately? Our non-profit accountants are highly responsive, providing quick and efficient service. We understand the importance of timely responses and are always available to address your needs and concerns.
Consistent Service
With Daily Balance, you experience light to no downtime, ensuring consistent and reliable accounting services. Our team is dedicated to providing continuous support and maintaining the highest standards of service.
Simplifying the Complex
We simplify the complexities of non-profit accounting, making it easier for you to manage your organization’s finances. Our streamlined processes and automated systems make it easy to maintain accurate financial records and ensure compliance with all relevant regulations.
What Makes Us Unique?
We are confident that choosing Daily Balance as your non-profit accountant is the best choice you’ll make for your organization.
Here’s why…
We Have 25+ Years of Experience
With over 25 years of experience in the non-profit industry, we understand the unique challenges you face. Our extensive experience allows us to provide tailored solutions that meet your specific needs and requirements.
We Are a Licensed CPA Firm in CA
Daily Balance is a licensed CPA firm in California, providing you with expert and reliable service. Our team of certified public accountants is committed to maintaining the highest standards of professionalism and integrity.
We Specialize in Non-Profit Accounting
Non-profit accounting is complex and confusing. Many CPAs have minimal understanding of the non-profit sector and avoid it. At Daily Balance, we embrace it and excel at it. Our deep understanding of non-profit accounting allows us to provide specialized services that meet your unique needs.
Value-Based Pricing
We don’t track every minute we spend with you. Instead, we focus on doing the job right the first time, taking the necessary time to ensure accuracy and completeness. Our efficient processes and dedicated team ensure that your accounting needs are met promptly and accurately.
Proactive Approach
We don’t wait for a crisis to occur. Our proactive approach drives our relationship, leading you to greater efficiency, better information, and more profitability. We identify potential issues before they become problems and take proactive steps to address them.
You Have Access to Our Network of Professionals
Our extensive network of professionals allows us to offer comprehensive accounting solutions tailored to your needs. We collaborate with experts in various fields to provide you with the best possible service.
We Are QuickBooks Online Experts
We are QuickBooks Online experts, providing you with online, real-time bookkeeping solutions that are automated and cloud-based. Our expertise in QuickBooks Online allows us to streamline your accounting processes and provide you with accurate and up-to-date financial information.
We Provide Highly Responsive Customer Service
Our customer service is responsive and on-call, ensuring your needs are met promptly 24/7/365. We are always available to address your concerns and provide you with the support you need.
What We Can Help You Accomplish
Our clients are “happy campers” as we help them achieve their goals. Here’s a look at what we can help you accomplish…
Look Good in Front of Your Board
We ensure your financial reports are accurate and professional, helping you impress your board. Our detailed and transparent reports provide your board with the information they need to make informed decisions.
Serve Your Constituents
By handling your accounting needs, we enable you to focus on providing real service to your constituents. Our comprehensive services free up your time and resources, allowing you to make a greater impact on your community.
Gain Respect from Funding Sources
Accurate financial records and timely reports help you earn respect and trust from major grantors and donors. Our meticulous attention to detail and rigorous processes ensure that your financial reports meet the highest standards of accuracy and transparency.
Build a Good Reputation
With our expert non-profit accounting services, you build a good reputation in your community, attracting more support and funding. Our accurate and timely financial reports help you establish credibility and trust with your stakeholders.
Benefits of Oursourcing Your Non-Profit Accounting to Us:
- Reduce costs by as much as 40%
- Be empowered to manage your cash flow, make confident projections, and make well-informed business decisions based on real numbers
- Spend less time worrying about money and more time growing a successful business
- Affordable flat-fee pricing
- Save time and money so you can be more productive and efficient
- 24/7/365 access to your financial data, updated in real-time
- Use of the latest tech tools to streamline processes
- Run your business more efficiently and effectively
- Enjoy consistent, reliable service
- Low-risk 30-day no-fault agreement
- Speedy service that comes with a guarantee
Are You Ready to Say Goodbye to:
- The annoyance of lost receipts
- The frustrating process of fixing your books when they’re a mess
- The stress of completing your taxes on time
About Us
Daily Balance is a trusted non-profit accountant firm dedicated to providing exceptional accounting and bookkeeping services to non-profit organizations. Our mission is to empower non-profits to achieve financial stability and clarity, enabling them to focus on their mission and make a greater impact on their communities.
With over 25 years of experience in the non-profit industry, our team of professional non-profit accountants understands the unique challenges you face. We are committed to providing tailored solutions that meet your specific needs and requirements.
Our Services
- AP and AR Tracking – Efficiently manage your accounts payable and accounts receivable to ensure accurate cash flow and timely payments.
- Audit Management – Navigate the complexities of audits with comprehensive support and precise documentation to ensure a smooth audit process.
- Bench-marking – Compare your financial performance against industry standards to identify areas of improvement and growth opportunities.
- Business Advice – Receive expert guidance on financial strategies and best practices tailored to your nonprofit’s unique needs.
- Data Analysis – Leverage advanced data analysis to uncover insights and drive informed decision-making for your organization.
- Inventory Management – Maintain accurate inventory records to optimize stock levels and reduce operational costs.
- KPI Discovery – Identify and track key performance indicators to measure and enhance your organization’s effectiveness and impact.
- Management Reporting – Generate detailed management reports that provide clarity and insight into your financial health and operational performance.
- Non-Profit Grant Management and Reporting – Streamline grant management processes with accurate tracking and reporting to ensure compliance and secure funding.
- Payroll Preparation – Simplify payroll processing with precise calculations and timely payments to ensure compliance and employee satisfaction.
- Real-Time Audit-Ready Financial Statements – Access up-to-date financial statements that are always ready for audit, providing transparency and confidence.
- Tax Preparation – Ensure compliance and maximize tax savings with expert tax preparation services tailored to non-profits.
- Trend Analysis – Analyze financial trends to anticipate future needs and make proactive, strategic decisions for your organization.
Why Choose Daily Balance?
Expertise
Reliability
Affordability
Responsiveness
Proactivity
Get Your Free Business Health Checkup
Ready to take the next step towards financial clarity and stability? Contact us to take advantage of your Free Business Health Checkup, a complimentary 3 hour expert assessment of your organization’s accounting functions to determine how you can improve capabilities and reduce costs.
We look forward to working with you and helping you achieve your mission!
We have been very pleased by the service Daily Balance has provided our non-profit organization. In addition to cutting our costs for accounting services, they have been most responsive to our needs. Our organization has a weekly payment system, but if an unexpected issue should arise where we need a check issued in hours, they readily accommodate. The technology that Daily Balance uses has advanced our organization from just completing imminent accounting tasks, to spending our time developing other areas of our organization. We just do not worry about finance related things getting done any longer! I highly recommend Daily Balance as an essential professional accounting service, which meets our needs to reduce costs and maximize efficiency.
I cannot express what a difference working with Daily Balance has made in our non-profits success!! As a busy director, much of my time was spent sorting through invoices, paying them by check, copying everything that moved and double recording for our records and our recall. Daily Balance has moved us beyond a tiny little non-profit to a thriving business! We can now apply for grants and county and state payroll donations, United Way campaigns, etcetera - because we have the backed up financial information to qualify us for these things, in a format that is readily available and PROFESSIONAL! Paying bills is a snap and could not be easier!
Daily Balance provides an excellent service for my company. I have peace of mind knowing that I have them working for me. They consistently meet and exceed my expectations. The knowledge that they provide enables me to make better decisions in my business. I highly recommend Syd and Daily Balance.
We have worked with Daily Balance for over three years and we are very satisfied with accounting expertise they have brought to our non-profit. This is a level we would not have been able to reach on our own due to the fact we are a small organization that could not afford to staff the high level positions it would require to get there. It is great knowing Daily Balance can provide the required technology, level of staff knowledge and accomplish the things we need done without us having to worry about the finance function. Instead we can focus on fulfilling the mission of our non profit.
Daily Balance is a seamless partner with my Company. Not being distracted by accounting issues, I can focus on increasing sales and market penetration. Knowing that Daily Balance is always upgrading their security and accounting programs with an on-call CPA; gives me confidence in accurate and secure financial accounting of my Company.
I appreciate the great job the team at Daily Balance has done for our team over the years. We have only wonderful things to say about their work and expertise. My requests and support needs come at all hours of the day and weekends too. The Daily Balance team seems to always be available and responds very quickly to any tasks, questions or needs that we have. We thank you for your continued support and contribution to our future.
Blown away with the customer service and speed in which Mr. Highley (Daily Balance) and his staff provided and helped solved our problem…. I contacted Highley's office (Daily Balance) and he was able to see me the same day. He advised me what could be done and after expecting the problem to take weeks to rectify, I was contacted only 2 days later that everything was done, just in time for the deadline to be met!! …. I can't say enough good things about them. I will definitely go back to Mr. Highley (Daily Balance) and recommended everyone else to do the same for any tax or accounting issues!
New to the area and reached out to a few different accountants for advice. We decided to go with Mr. Highley's office (Daily Balance) and were thoroughly pleased throughout the entire process. Extremely helpful, thorough, easy to understand, professional and equally important to most of us, he was able to save us a considerable amount. Also, we have a business plan in place and we would like to say, Thank you Mr. Highley, our family looks forward to utilizing your services in the near future. Highly recommend!
FAQs
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Are You Ready to Lighten Your Plate?
At Daily Balance, we are dedicated to helping non-profit organizations achieve financial clarity and stability. Our team of professional non-profit accountants provides expert bookkeeping and accounting services tailored to meet your unique needs. With over 25 years of experience in the non-profit industry, we understand the challenges you face and are committed to helping you succeed.
As your trusted non-profit accountant, we provide accurate and reliable financial information, support during audits, and proactive solutions to help you achieve your financial goals. Our affordable flat-fee pricing and efficient processes help you reduce costs and improve your bottom line.
Contact us today to learn more about how Daily Balance can help your non-profit organization achieve financial clarity and stability. We look forward to working with you and helping you achieve your mission!
Claim Your Free Business Health Checkup
Ready to take control of your finances and achieve financial clarity and stability? Contact us to take advantage of your Free Business Health Checkup, a complimentary 3 hour expert assessment of your organization’s accounting functions to determine how you can improve capabilities and reduce costs.
We look forward to working with you and helping you achieve your mission!