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As a Nonprofit CPA Firm, We Only Work With 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.

Our nonprofit CPA firm consists of detail-oriented 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

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.
Bookkeeping
CFO-Advisory

Our Core Principles

We’re a value-driven nonprofit CPA firm supporting mission-driven nonprofit organizations. Our core principles shape how we interact with our clients, coworkers, and the communities we serve.

Responsiveness

That’s why we return phone calls promptly, follow up quickly, and meet client needs and deadlines. We have a can-do attitude and aim to get things done both quickly and accurately.

Integrity

Our work is set on the foundation of honesty, loyalty, and the courage to do the right thing. With full transparency from us and confidentiality for our clients, we keep the best interest of others at heart in everything we do.

Excellence

Our goal is always to do our work flawlessly and without stain. That’s why one of our mottos is “Strive for perfection; settle for excellence.” Our work allows us to provide expertise and results.

Helpfulness

We’ll get the job done no matter what because we are always looking for how we can help and are creatively thinking of ways to improve a situation.

Professional

We do everything we promise. Our clients know they can count on us because we always do what we say.

Innovative

We stay abreast of cutting-edge advancements, consistently improving efficiencies and systems as new technologies come online.

Fun

Laughter is good medicine, it keeps us in the game, and it provides a breath of fresh air. That’s why we bring enjoyment into our work.

Meet Your Nonprofit CPA 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

Bookkeeper
Tessa Joy De Vera

Tessa Joy De Vera

Bookkeeper
Ilonah Vivas

Ilonah Vivas

Bookkeeper
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Case Study

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

Trusted by Nonprofits



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

Nancy R
Nancy R.



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

Evan Hawkins
Evan Hawkins FACCC



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

Tina C
Tina C.



“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



“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



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

Deborah C.



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

David W
David W.



“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



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

Gary W.
Basir Azizi

“Working with Daily Balance has been transformative for our organization. Their expertise in fiscal management has greatly improved our bookkeeping, invoicing, and reconciliation processes. Their deep knowledge and strategic approach have significantly enhanced our grant management and overall financial operations. Their customer support is exceptional; they are always available and responsive to our needs. 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

“Since working with Daily Balance, it’s been a seamless transition. They’ve quickly adapted to our financial systems, maintaining the same level of detail and accuracy while introducing improvements that have streamlined our processes. They’ve helped us save money, allowing us to allocate more resources to our core mission. Their expertise in non-profit bookkeeping has been invaluable, ensuring we remain compliant and financially healthy.

They are more than just a bookkeeping service. They are a partner, invested in our organization’s success. Their ability to step in, respond quickly to needs, and offer cost-saving solutions has been an incredible asset. We couldn’t be happier with the support they’ve provided.”

~Evan Hawkins, FACCC

Debra Oto-Kent

“Daily Balance are experts in back office support in financial accounting and management. They support our needs and we continue to learn from their team. Their 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

“As a new company which is growing quickly, CSS needed to build its financial infrastructure to match our trajectory. DB was able to step in on one day to provide us with sound expertise and a talented team of professionals.

We view Syd and his team as our go-to experts as it relates to our finance and accounting needs. Their experience and expertise have helped CSS strengthen our organization at a critical time in our growth. They discuss solutions with us and provide solid options to consider as we are making business decisions.

~Tracey Schaal, Community Strong Strategies

Tracey Schaal

Your Accurate & Affordable Nonprofit Accountant