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

Through our nonprofit bookkeeping, audit representation, and CFO services, we’ll take care of your finances, so you can focus on your mission/programs.
Serving the greater Irvine area’s 310,000 residents and over 25,000 businesses, spanning from Woodbridge to Turtle Rock, University Park, and beyond for all of your Irvine nonprofit accounting needs.
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National Council Of Nonprofits
Irvine nonprofit accountant
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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 Irvine Nonprofit
Accountant
for You, If:

Your Books Are a Mess
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
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
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 Irvine Nonprofit Accounting
Services
Do You Need?

What We Do
What DON’T We Do

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.

Bookkeeping
Audit-Representation
CFO-Advisory

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
Syd Sign Syd Highley, CPA | Daily Balance Managing Principal

Trusted by Nonprofits

google rating 5 star rating

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

Nancy R
Nancy R.

google rating 5 star rating

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

Evan Hawkins
Evan Hawkins FACCC

google rating 5 star rating

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

Tina C
Tina C.

google rating 5 star rating

“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
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
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
Deborah C.

google rating 5 star rating

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

David W
David W.

google rating 5 star rating

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

Tracey Schaal
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
Gary W.

Everything You Need for Financial Success:
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:
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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:
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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:
CFO Advisory

What You Get When You Hire Us

Group 85
Accurate Cloud-Based Bookkeeping
Monthly Financial Reports
Monthly Financial Reports
Annual Audit Representation
Annual Audit Representation
Budgeting & Forecasting
Budgeting & Forecasting
Virtual CFO Advisory

Virtual CFO
Advisory

In Just 90 Days, You’ll Get:

We'll Integrate with Your Accounting Software

6 Reasons You’ll Want to Work With Us 

Accurate & Auditable

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

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

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_

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

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

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…

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.”

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Steven Nicolson
Independent Nonprofit Auditor

Steven Nicolson

Your World-Class Irvine 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

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Syd Highley

Managing Principal, CPA
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Amy Fryatt

Director of Operations
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Julie Asuncion

Accounting Manager
Norie Fabian

Norie Fabian

Bookkeeper
Tessa Joy De Vera

Tessa Joy De Vera

Bookkeeper
Ilonah Vivas 1

Ilonah Vivas

Bookkeeper
Let Us Lighten Your Load

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.

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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.

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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

G-Map

1 (213) 463-8484

Bakersfield Nonprofit Accountant

5630 District Blvd 102 Suite 202
Bakersfield, CA 93313

G-Map

1 (661) 218-1122

Boston Nonprofit Accountant

85 Merrimac St
#302
Boston, MA 02114

G-Map

1 (857) 678-1661

Chicago Nonprofit Accountant

111 N Canal St
ste 900 Floor 5 Room 7
Chicago, IL 60606

G-Map

1 (872) 253-6677

Eugene OR Nonprofit Accountant

Eugene, OR

 

G-Map

1 (213) 463-8484

Fresno CA Nonprofit Accountant

360 N Pacific Coast Hwy
Suite 2000 Floor 3
El Segundo, CA 90245

G-Map

1 (213) 463-8484

Houston Nonprofit Accountant

Houston, TX

 

G-Map

1 (346) 699-5533

Irvine CA Nonprofit Accountant

360 N Pacific Coast Hwy
Suite 2000 Floor 3
El Segundo, CA 9024

G-Map

1 (213) 463-8484

Long Beach CA Nonprofit Accountant

360 N Pacific Coast Hwy
Suite 2000 Floor 3
El Segundo, CA 90245

G-Map

1 (213) 463-8484

Los Angeles Nonprofit Accountant

360 N Pacific Coast Hwy Suite 2000 Floor 3
El Segundo, CA 90245

G-Map

1 (213) 463-8484

Minneapolis Nonprofit Accountant

Minneapolis, MN

 

G-Map

1 (763) 373-5599

New York City Nonprofit Accountant

20 Jay St
Floor 2 Suite 3
Brooklyn, NY 11201

G-Map

1 (646) 921-6606

Oakland CA Nonprofit Accountant

360 N Pacific Coast Hwy
Suite 2000 Floor 3
El Segundo, CA 90245

G-Map

1 (213) 463-8484

Philadelphia Nonprofit Accountant

Philadelphia, PA

 

G-Map

1 (267) 732-3355

Riverside CA Nonprofit Accountant

360 N Pacific Coast Hwy
Suite 2000 Floor 3
El Segundo, CA 90245

G-Map

1 (213) 463-8484

Sacramento Nonprofit Accountant

3835 N Freeway Blvd
Floor 1 Unit 11
Sacramento, CA 95834

G-Map

1 (916) 999-5955

Salem OR Nonprofit Accountant

Salem, OR

 

G-Map

1 (213) 463-8484

San Diego Nonprofit Accountant

550 W B St
3rd Floor
San Diego, CA 92101

G-Map

1 (619) 389-3344

San Francisco Nonprofit Accountant

1 Hallidie Plaza
Suite 404
San Francisco, CA 94102

G-Map

1 (415) 358-5353

San Jose Nonprofit Accountant

S Bascom Ave
#399-B
San Jose, CA 95128

G-Map

1 (669) 230-0440

Seattle Nonprofit Accountant

Seattle, WA

 

G-Map

1 (564) 234-4422

St. Louis Nonprofit Accountant

St. Louis, MO

 

G-Map

1 (314) 916-4411

Stockton CA Nonprofit Accountant

360 N Pacific Coast Hwy
Suite 2000 Floor 3
El Segundo, CA 9024

G-Map

1 (213) 463-8484

Washington DC Nonprofit Accountant

1140 3rd St NE
Floor 5 Room 7
Washington, DC 20002

G-Map

1 (771) 220-7155

Your Next Steps

Book a Free Consult
Book a call to discuss your nonprofit’s unique accounting needs. We’ll provide you with actionable recommendations that will help you take control of your financials and make a bigger difference.
CASE STUDY: How We Helped a Nonprofit Organization Grow from $40K to $2.2M
See how one nonprofit grew their organization and transitioned to a new executive director without a hitch with the help of our nonprofit accounting firm.

FAQs

What makes nonprofit accounting different from regular business accounting?
Nonprofit accounting focuses on accountability, not profitability. It uses fund accounting to track how money is used across programs, grants, and donor restrictions. Key priorities include transparency and compliance with IRS regulations, including filing Form 990.
Do Irvine-based nonprofits need to file taxes?
Yes, most nonprofits must file an annual Form 990 with the IRS, even if they don’t pay income taxes. This filing maintains tax-exempt status and ensures financial transparency. California nonprofits may also need to file with the Franchise Tax Board.
What financial statements should a nonprofit maintain?
Nonprofits should prepare a statement of financial position (like a balance sheet), statement of activities, statement of cash flows, and functional expense reports. These help demonstrate how funds are managed and support compliance with both donors and regulators.
How can nonprofit accounting help with grant compliance?
Accurate accounting ensures proper tracking of restricted funds and grant-related expenditures. This helps demonstrate to grantors that funds are used appropriately and can support future funding opportunities. It also helps prepare required financial reports for grant audits.
Are there local regulations in Irvine or California that affect nonprofit accounting?
Yes. California nonprofits must comply with state laws on charitable registration, annual reporting to the Attorney General, and payroll tax requirements. Accounting professionals familiar with California’s nonprofit laws can help you stay compliant.
Can a nonprofit in Irvine outsource its accounting?
Absolutely. Many Irvine nonprofits outsource bookkeeping, payroll, and financial reporting to professionals experienced in nonprofit compliance. This saves time, reduces errors, and ensures accuracy in financial reporting—especially valuable for small teams.
How often should nonprofits review their financial reports?
Nonprofits should review financial reports monthly to monitor budgets, spending, and funding. Regular reviews help identify financial issues early, support strategic planning, and allow boards to make informed decisions based on up-to-date information.
What should nonprofits look for in an Irvine accounting service provider?
Look for a provider with nonprofit-specific experience, familiarity with fund accounting and IRS compliance, and California regulations. A good partner will offer transparent pricing, scalable services, and tools to support your mission-focused financial goals.

1 Fun & 1 Interesting Fact About Irvine

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CaseStudy_HERO
Irvine stands out as one of America’s largest and most successful master-planned communities, offering residents thoughtfully designed neighborhoods, parks, and business hubs. It’s also home to UC Irvine, a top-tier research university driving innovation in science, health, and technology. This unique blend of structure and forward-thinking education makes Irvine a model city where smart planning meets world-class academic excellence.

Irvine Nonprofit Accounting Resources

Nonprofit Accounting Firm Irvine

360 N Pacific Coast Hwy
Suite 2000 Floor 3
El Segundo, CA 90245

(213) 463-8484

Orange County Community Foundation

19200 Von Karman Ave.
Suite 700
Irvine, CA 92612

(949) 553-4202

OneOC

1901 E. 4th Street
Ste 100,
Santa Ana, CA 92705

(714) 953-5757

Orange County Nonprofit Professionals Network (OCNPN)

2239 West 5th Street
Santa Ana, CA 92703

California Association of Nonprofits (CalNonprofits)

San Francisco 870 Market Street
Suite 609
San Francisco, CA 94102

(800) 776-4226

Association of Fundraising Professionals (AFP Orange County)

PO Box 8133
Fountain Valley, CA 92728

 
949-436-2939

What is the California Society of CPAs?
The California Society of CPAs (CalCPA) is a professional organization representing over 45,000 certified public accountants in California. Established in 1909, CalCPA aims to enhance the integrity of the accounting profession by providing members with resources, education, and advocacy. The organization offers continuing professional education (CPE), networking opportunities, and technical support. CalCPA also engages in legislative efforts to influence policies affecting the accounting industry. It strives to maintain high ethical standards and promote the value of CPAs to the public and business community.
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What is the California Board of Accountancy (CBA)?
The California Board of Accountancy (CBA) is a state regulatory agency under the Department of Consumer Affairs. It oversees the licensing and regulation of Certified Public Accountants (CPAs) in California. Established to protect consumers, the CBA ensures that applicants meet rigorous educational and professional standards before granting CPA licenses. It enforces ethical conduct, investigates complaints, and takes disciplinary actions against violators. The CBA also sets continuing education requirements to maintain high professional standards, thereby safeguarding the integrity and competence of the accounting profession in the state.

Irvine, CA Local Resources

Nonprofit Accountant Firm Irvine

360 N Pacific Coast Hwy
Suite 2000 Floor 3
El Segundo, CA 90245

(213) 463-8484

Irvine Chamber of Commerce

36 Executive Park
Suite 100
Irvine, CA 92614

(949) 660-9112

Irvine Office of Finance

One Civic Center Plaza
Irvine, CA 92606

 
949-724-6000

Irvine IRS Taxpayer Assistance Center

801 W Civic Center Dr
Santa Ana, CA 92701

(844) 545-5640

Irvine Police Department

1 Civic Center Plaza
Irvine, CA 92606

(949) 724-7000

City of Irvine

1 Civic Center Plaza
Irvine, CA 92606-5207

(949) 724-6000

Top Companies in Irvine, CA

Edwards Lifesciences

1 Edwards Way
Irvine, CA 92614

(800) 424-3278

Blizzard Entertainment

16215 Alton Pkwy
Irvine, CA 92618

(949) 955-1380

Vizio

39 Tesla,
Irvine, CA 92618

(949) 428-2525

Boot Barn

15345 Barranca Pkwy
Irvine, CA 92618

(949) 453-4400

CoreLogic

40 Pacifica #900
Irvine, CA 92618

(800) 426-1466

Karma Automotive

9950 Jeronimo Rd
Irvine, CA 92618

(855) 565-2762

More About Nonprofit Accounting in Irvine, California

Irvine, California is a vibrant master-planned city in the heart of Orange County, home to approximately 310,000 residents. Known for its safety, top-rated schools, and diverse neighborhoods, Irvine consistently ranks among the best places to live in the U.S. The population is highly educated, with many residents working in tech, healthcare, and education sectors.

The city is also one of Southern California’s most culturally diverse, with over 40% of residents identifying as Asian and nearly 25% as white, along with a growing Hispanic and multiracial community. Irvine’s welcoming environment, clean design, and global population contribute to its reputation as a forward-thinking, family-friendly city.

Nonprofit accounting in Irvine, California plays a vital role in supporting the city’s diverse and growing nonprofit sector. From education and healthcare to cultural organizations and community services, nonprofits in Irvine rely on accurate fund accounting, grant tracking, and compliance with IRS and state regulations to fulfill their missions. Given Irvine’s highly educated and globally connected population, transparency and accountability in financial reporting are especially important for donor trust and long-term sustainability.

With a strong presence of local foundations, university-affiliated initiatives, and community programs, Irvine nonprofits often seek accounting professionals who understand federal and California-specific requirements. From filing Form 990 to managing donor-restricted funds and preparing for audits, nonprofit accounting services help organizations stay financially sound and focused on impact. By outsourcing these tasks to experienced professionals, Irvine’s nonprofits can better manage resources, meet regulatory obligations, and continue driving meaningful change in the community.

Daily Balance offers bookkeeping, audit representation, and CFO services for nonprofit organizations in the Irvine 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.

Nonprofit Accounting Firm Irvine Also Serves Cities Around Irvine, California

Santa Ana, CA
Tustin, CA
Costa Mesa, CA
Newport Beach, CA
Lake Forest, CA
Aliso Viejo, CA
Mission Viejo, CA
Laguna Hills, CA
Laguna Niguel, CA
Fountain Valley, CA
Garden Grove, CA
Orange, CA
Anaheim, CA
Huntington Beach, CA
Westminster, CA
San Juan Capistrano, CA
Dana Point, CA
Rancho Santa Margarita, CA
San Clemente, CA
Fullerton, CA
Brea, CA
Yorba Linda, CA
Buena Park, CA
Cypress, CA
La Palma, CA
Placentia, CA
Stanton, CA
Seal Beach, CA
Los Alamitos, CA
Villa Park, CA

Daily Balance, in Irvine, is near Orange County Great Park, which is close to Ladera Ranch, CA, Las Flores, CA, Trabuco Canyon, CA, and Coto de Caza, CA. Bommer Canyon, Pretend City Children’s Museum, and the Irvine Museum are also nearby.
Other locations we serve: