As Your Stockton Nonprofit Accountant, We’ll Save You Up To 40% in Admin Costs
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 Stockton Nonprofit
Accountant for You, If:
What Stockton Nonprofit Accounting
Services Do You Need?
- Internal bookkeeping (including grant fiscal management)
- Audit representation
- CFO advisory
- Nonprofit auditing (we work with your external auditor)
- Tax services
- Short-term consulting
We’ll handle your books, save up to 40% on your overhead ratio, and secure current and new funding
So you can focus on your programs.
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
“In addition to cutting costs for accounting, Daily Balance has been most responsive to our needs. ”
“Their ability to step in, respond quickly to needs, and offer cost-saving solutions has been an incredible asset.”
“Daily Balance has moved us beyond a tiny little non-profit to a thriving business!”
“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.”
“Daily Balance's team of experts have a huge heart for non profits and the essential services they bring to enrich our communities.”
“The knowledge that Daily Balance provides enables me to make better decisions in my business.”
“Using Daily Balance bookkeeping and tax services does not cost you; it saves you stress, time and money.”
“Syd and his team discuss solutions with us and provide solid options to consider as we are making business decisions.”
“Not being distracted by accounting issues, I can focus on increasing sales and market penetration.”
Everything You Need for Financial Success:
Bookkeeper, Audit Advocate & CFO
Bookkeeper
Real-Time, Precise, & Audit-Ready Financials
- Ensure all transactions are posted to the correct general ledger and cost-center
- Optimize grant spending to obtain full grant awards
- Prepare grant invoices on a monthly/quarterly basis
- Record salaries, payroll taxes, and employee liabilities
Audit Representation
Financial Audits Made Easy
- Prepare detailed audit schedules and workpapers
- Manage all auditor inquiries and requests
- Reconcile discrepancies before audit submission
- Implement adjustments to meet compliance
CFO Advisory
Unmatched Financial Expertise Tailored to Your Needs
- 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
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
- We are detail-oriented
- We get the job done no matter what
- We simplify the complex
Quick & Responsive
- We return phone calls promptly
- We are on call for you 24/7/365
- We meet deadlines
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.
- Dedicated accounting manager, plus team interaction
- 24/7/365 access to your financial data
- Updated in real time
- High-tech tools to streamline your processes
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.
- Flat monthly fee
- Included in your program funding
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.
- Stress-free audits
- No surprises
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.
- Clean financials on-time to your funding sources
- Guidance on funding diversification
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.”
Steven Nicolson
Independent Nonprofit Auditor
Your World-Class Stockton Nonprofit Accountant
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
Amy Fryatt
Julie Asuncion
Norie Fabian
Tessa Joy De Vera
Ilonah Vivas
Let Us Lighten Your Load!
Book a call to discuss your nonprofit’s unique bookkeeping 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 bookkeeping services – it’s often already included in your program funding anyway.
Nonprofit Bookkeeping Resources
Nonprofit Accounting in Your Area & Beyond
Anaheim CA Nonprofit Accountant
360 N Pacific Coast Hwy
Suite 2000 Floor 3
El Segundo, CA 90245
1 (213) 463-8484
Bakersfield Nonprofit Accountant
5630 District Blvd 102 Suite 202
Bakersfield, CA 93313
1 (661) 218-1122
111 N Canal St
ste 900 Floor 5 Room 7
Chicago, IL 60606
1 (872) 253-6677
Fresno CA Nonprofit Accountant
360 N Pacific Coast Hwy
Suite 2000 Floor 3
El Segundo, CA 90245
1 (213) 463-8484
Irvine CA Nonprofit Accountant
360 N Pacific Coast Hwy
Suite 2000 Floor 3
El Segundo, CA 9024
1 (213) 463-8484
Long Beach CA Nonprofit Accountant
360 N Pacific Coast Hwy
Suite 2000 Floor 3
El Segundo, CA 90245
1 (213) 463-8484
Los Angeles Nonprofit Accountant
360 N Pacific Coast Hwy Suite 2000 Floor 3
El Segundo, CA 90245
1 (213) 463-8484
Oakland CA Nonprofit Accountant
360 N Pacific Coast Hwy
Suite 2000 Floor 3
El Segundo, CA 90245
1 (213) 463-8484
Riverside CA Nonprofit Accountant
360 N Pacific Coast Hwy
Suite 2000 Floor 3
El Segundo, CA 90245
1 (213) 463-8484
Sacramento Nonprofit Accountant
3835 N Freeway Blvd
Floor 1 Unit 11
Sacramento, CA 95834
1 (916) 999-5955
Stockton CA Nonprofit Accountant
360 N Pacific Coast Hwy
Suite 2000 Floor 3
El Segundo, CA 9024
1 (213) 463-8484
Your Next Steps
FAQs
1 Fun & 1 Interesting Fact About Stockton
Stockton Nonprofit Accounting Resources
Nonprofit Accounting Firm Stockton
360 N Pacific Coast Hwy
Suite 2000 Floor 3
El Segundo, CA 90245
(213) 463-8484
United Way of San Joaquin County (Nonprofit Capacity Building Program)
777 N Pershing Ave
Suite 2B
Stockton CA 95203
(209) 469-6980
Stockton, CA Local Resources
Nonprofit Accounting Firm Stockton
360 N Pacific Coast Hwy
Suite 2000 Floor 3
El Segundo, CA 90245
(213) 463-8484
Top Companies in Stockton, CA
More About Nonprofit Accounting in Stockton, California
Stockton, California, is a dynamic city in the heart of the Central Valley with a population of over 320,000 residents, making it one of the largest cities in Northern California. Known for its cultural diversity, Stockton is home to a vibrant mix of communities, including large Latino, Asian, African American, and Pacific Islander populations. This blend contributes to a rich cultural tapestry reflected in local food, festivals, and traditions.
The city is also youthful, with a median age of around 33, and many families and working professionals call Stockton home. Affordable housing compared to nearby Bay Area cities has drawn many residents seeking a more balanced lifestyle. From college students at the University of the Pacific to multigenerational families, Stockton’s residents are known for their resilience, community spirit, and pride in their city’s growth and potential.
Nonprofit accounting in Stockton, California, ensures financial transparency, compliance, and mission success. Local nonprofits serve various causes, from education and health to housing and social services, and rely on accurate financial reporting to manage donations, grants, and restricted funds. California law requires nonprofits to register with the Attorney General and file annual forms like the RRF-1 and IRS Form 990.
Many Stockton nonprofits turn to outsourced accounting firms for support with fund accounting, audit preparation, and compliance. These professionals help organizations stay organized, meet deadlines, and build trust with donors and stakeholders. With the right financial systems, nonprofits can focus more on their impact and less on the paperwork.
Daily Balance offers bookkeeping, audit representation, and CFO services for nonprofit organizations in the Stockton area so they can focus on their mission/programs, rather than their financials. Our clients love our quick response time, fixed fees, and our proactive solutions.
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