As Your Anaheim 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 Anaheim area’s 345,000 residents and over 20,000 businesses, spanning from the Platinum Triangle to Anaheim Hills, the Colony Historic District, and beyond, for all of your Anaheim nonprofit accounting needs.
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National Council Of Nonprofits
Anaheim 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 Anaheim 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 Anaheim 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.

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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
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 Anaheim 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 are the basic accounting requirements for nonprofits in Anaheim, CA?
Nonprofits in Anaheim must follow generally accepted accounting principles (GAAP) and maintain accurate records of income, expenses, grants, and donations. They must also file annual reports and comply with California state and federal regulations.
Do Anaheim nonprofits need to file taxes?
Yes. While nonprofits are exempt from income tax, they must file IRS Form 990 annually. California also requires a state version (Form 199 or 199N). Failure to file can result in penalties or loss of tax-exempt status.
Are there specific local regulations for Anaheim nonprofits?
Yes. Nonprofits in Anaheim must comply with California Attorney General’s Registry of Charitable Trusts regulations and adhere to city business licensing requirements, especially if fundraising or providing services locally.
What accounting software is recommended for nonprofits in Anaheim?
Many Anaheim nonprofits use tools like QuickBooks for Nonprofits, Aplos, or Sage Intacct. These platforms offer fund accounting features and donor tracking essential for compliance and reporting.
Why should Anaheim nonprofits consider hiring an outsourced accountant?
An outsourced nonprofit accountant offers specialized fund accounting, reporting, and compliance expertise. This is especially helpful for small to mid-sized organizations in Anaheim that lack internal finance teams but want to maintain accuracy and transparency.
Are annual audits required for Anaheim nonprofits?
Nonprofits with gross revenue over $2 million in California must undergo an independent audit. Even if not required, many Anaheim organizations choose audits to build credibility with donors and grantmakers.
What local resources support nonprofit financial management in Anaheim?
Nonprofits can access support through local CPA firms specializing in nonprofit accounting, the Orange County Community Foundation, and SCORE Orange County, which offers financial workshops and mentorship for nonprofit leaders.

1 Fun & 1 Interesting Fact About Anaheim

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Anaheim’s global appeal begins with its most iconic attraction, Disneyland Resort, the original theme park created by Walt Disney in 1955, which continues to enchant millions with its timeless magic and cultural legacy. Expanding beyond the gates of fantasy, Anaheim’s vast 50-square-mile landscape ranks it among California’s largest cities, encompassing vibrant neighborhoods like Anaheim Hills and the Platinum Triangle that shape its dynamic urban identity.

Anaheim Nonprofit Accounting Resources

Nonprofit Accounting Firm Anaheim

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

 
(213) 463-8484

OneOC

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

(714) 953-5757

Orange County Community Foundation (OCCF)

19200 Von Karman Ave.
Suite 700
Irvine, CA 92612

(949) 553-4202

Anaheim Community Foundation

 
P.O. Box 1253
Anaheim, CA
92815

(714) 765-4419

CalNonprofits (California Association of Nonprofits)

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

(800) 776-4226

SCORE Orange County

 
1415 S. Main St.
PO BOX 2446
Santa Ana, CA 92707

(714) 550-7369

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.

Anaheim, CA Local Resources

Nonprofit Accountant Firm Anaheim

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

(213) 463-8484

Anaheim Chamber of Commerce

2099 S State College Blvd #650
Anaheim, CA 92806

 
714-758-0222

Anaheim Office of Finance

200 S Anaheim Boulevard
6th Floor
Anaheim, CA 92805

714-765-5195

Anaheim IRS Taxpayer Assistance Center

801 W Civic Center Dr
Santa Ana, CA 92701

(844) 545-5640

Anaheim Police Department

425 S Harbor Blvd
Anaheim, CA 92805

(714) 765-1900

City of Anaheim

200 S. Anaheim Blvd.
Anaheim, CA 92805

(714) 765-4311

Top Companies in Anaheim, CA

Pacific Sunwear

3450 Miraloma Ave
Anaheim, CA 92807

714-844-2900

Yamaha Motor Corporation USA

6555 Katella Ave
Cypress, CA 90630

714-761-7300

Extron Electronics

1025 E. Ball Road
Anaheim, CA 92805

(800) 633-9876

Phoenix Motorcars

1500 Lakeview Loop
Anaheim, CA 92807

 
(909) 987-0815

L3Harris Interstate Electronics Corporation

604 E Vermont Ave
Anaheim, CA 92805

 
(714) 758-4158

Carrington Mortgage Services

1600 South Douglass Road
Suites 110 & 200-A
Anaheim, CA 92806

(800) 561-4567

More About Nonprofit Accounting in Anaheim, California

Anaheim, CA is home to approximately 336,000–340,000 residents, with a slight decline from its 2020 peak of 346,824. The city is strikingly diverse: about 52–53% Hispanic or Latino, 23% non‑Hispanic White, and 18–19% Asian, while smaller portions identify as Black, multiracial, or other races. The median age hovers around 35–36 years, reflecting a community of young families and working professionals.

Anaheim hosts an average household size of 3.2–3.3 people, with roughly 45% owner‑occupied homes and significant renter presence. Around 35% of residents are foreign‑born, and more than 60% speak a language other than English at home, underlining its multicultural identity.

Nonprofit accounting in Anaheim, CA plays a vital role in helping organizations remain transparent, financially healthy, and compliant with local, state, and federal regulations. With a diverse population of over 336,000 residents and a strong presence of community organizations, Anaheim’s nonprofits span various sectors: education, housing, health, arts, and faith-based services.

Accounting for nonprofits in Anaheim must follow fund accounting principles to track restricted and unrestricted funds, manage grant compliance, and report to donors accurately. Organizations must also comply with IRS requirements, including filing Form 990 annually, and adhere to California’s charitable trust laws. Local support from groups like the Anaheim Community Foundation, OneOC, and the Orange County Community Foundation helps nonprofits strengthen governance, access funding, and build accounting capacity. Many small to mid-sized organizations in the area benefit from outsourcing accounting services to ensure accuracy and focus more on their mission.

Nonprofit accounting in Anaheim is more than just balancing books; it’s about empowering organizations to make a lasting impact in one of California’s most dynamic and culturally rich cities.

Daily Balance offers bookkeeping, audit representation, and CFO services for nonprofit organizations in the Anaheim 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 Anaheim Also Serves Cities Around Anaheim, California

Santa Ana, CA
Fullerton, CA
Orange, CA
Garden Grove, CA
Buena Park, CA
Placentia, CA
Yorba Linda, CA
Tustin, CA
Westminster, CA
La Habra, CA
Cypress, CA
Stanton, CA
Brea, CA
Fountain Valley, CA
Costa Mesa, CA
Irvine, CA
Lakewood, CA
La Palma, CA
Los Alamitos, CA
Seal Beach, CA
Huntington Beach, CA
Whittier, CA
Norwalk, CA
Cerritos, CA
Downey, CA
Long Beach, CA
Chino Hills, CA
Bellflower, CA
Montebello, CA
Pico Rivera, CA

Daily Balance, in Anaheim, CA is near Disneyland Park which is close to Villa Park, Eastvale, Tustin Ranch, Cypress Village, and Lemon Heights. Disneyland Park, Honda Center, and Angel Stadium of Anaheim are also nearby.
Other locations we serve: