As Your San Diego Nonprofit Accountant, We’ll Save You Up to 40% in Admin Costs

We’ll be your nonprofit’s virtual accounting department (bookkeeping, audit representation, CFO), so you can focus on your mission/programs, rather than your financials. 
Serving the greater San Diego area’s 3,210,314 residents and 126,594 businesses spanning from Poway to Santee, Solana Beach, and beyond for all of your San Diego nonprofit accounting needs.
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San Diego
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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 San Diego 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 San Diego Nonprofit Accounting
Services
Do You Need?

What We Do
What DON’T We Do

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

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



“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.

Your Virtual Nonprofit Accounting Department:
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:

What You Get When You Hire Us

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Accurate Cloud-Based Bookkeeping
Monthly Financial Reports
Annual Audit Representation
Budgeting & Forecasting
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

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.
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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!
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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%

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

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

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.”

Nicholson-sign

Steven Nicolson
Independent Nonprofit Auditor

Your World-Class San Diego 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

Bookkeeper
Tessa Joy De Vera

Tessa Joy De Vera

Bookkeeper
Ilonah Vivas 1

Ilonah Vivas

Bookkeeper

Let Us Lighten Your Load!

Book a call to discuss your nonprofit’s unique accounting 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 accounting services – it’s often already included in your program funding anyway.
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Nonprofit Accounting Resources

Nonprofit Accounting in Your Area & Beyond

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 qualifications should a nonprofit accountant in San Diego have?
Nonprofit accountants should have experience with nonprofit-specific accounting practices such as fund accounting, IRS regulations for tax-exempt entities, and compliance with donor restrictions. This ensures accurate financial reporting and maintaining the organization’s tax-exempt status​
How do nonprofit accountants assist with grant management?
They ensure grants are used according to funder guidelines by tracking spending, preparing required reports, and managing financial aspects of grant applications. This is critical to maintaining compliance and ensuring proper fund allocation​
What financial reports do nonprofit accountants prepare?
Nonprofit accountants prepare reports such as the Statement of Financial Position, Statement of Activities, and cash flow statements. These reports are essential for transparency, allowing stakeholders like the board and donors to understand the organization’s financial health.
What is the role of a nonprofit accountant in maintaining compliance?
Nonprofit accountants handle Form 990 filings, manage tax-exempt status requirements, and ensure compliance with IRS regulations. They also implement internal controls to prevent fraud and financial mismanagement​.
How do nonprofit accountants help with budgeting in San Diego nonprofits?
Nonprofit accountants collaborate with teams to create comprehensive budgets that align with organizational goals. This includes revenue projections, expense forecasting, and managing both operating and capital budgets to ensure financial sustainability​.
What internal controls do nonprofit accountants set up?
They implement controls like segregation of duties, regular reconciliations, and audits to safeguard assets and ensure transparency in financial operations. These measures help prevent fraud and financial discrepancies​.
How can nonprofit accountants assist with audits?
Nonprofit accountants prepare financial statements and documentation required for audits. They also work with auditors to ensure that the organization complies with financial reporting standards, which is essential for maintaining donor confidence and legal compliance​.

1 Fun and 1 Interesting Fact About San Diego, CA!

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San Diego is renowned for its idyllic climate, often considered one of the best in the United States, offering nearly perfect weather year-round. It’s also home to the famous San Diego Zoo, located in Balboa Park, which is one of the few zoos in the world that houses and successfully breeds the giant panda, making it a significant contributor to the conservation of this endangered species. These aspects contribute to San Diego’s reputation as a city of great weather and a leader in wildlife conservation.

San Diego Nonprofit Accounting Resources

San Diego Foundation

2508 Historic Decatur Rd STE 200
San Diego, CA
92106

(619) 235-2300

Nonprofit Finance Fund

800 South Figueroa Street, Suite 1000
Los Angeles, CA
90017

(213) 623-7001

Mission Edge

2820 Roosevelt Rd #104
San Diego, CA
92106

(619) 269-9267

San Diego Volunteer Lawyer Program (SDVLP)

707 Broadway UNIT 1400
San Diego, CA
92101

(619) 235-5656

California Nonprofits Association

870 Market St #609
San Francisco, CA
94102

(800) 776-4226

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.

San Diego, CA Local Resources

San Diego Regional Chamber of Commerce

402 W Broadway UNIT 1000
San Diego, CA
92101

(619) 544-1300

San Diego Department of Finance

202 C Street, 7th Floor
San Diego, CA
92101

(619) 236-6060

San Diego IRS Taxpayer Assistance Center

880 Front St Suite 1247
San Diego, CA
92101

(844) 545-5640

San Diego Police Department

1401 Broadway
San Diego, CA
92101

(619) 531-2000

City of San Diego

202 C St
San Diego CA
92101

(619) 236-55554

Top Companies in San Diego, CA

Intuit

7535 Torrey Santa Fe Rd
San Diego, CA
92129

(650) 944-6000

Qualcomm

6455 Lusk Blvd
San Diego, CA
92121

(619) 587-1121

Illumina

5200 Illumina Way
San Diego, CA
92122

(858) 202-4500

Apple

9779 Towne Centre Dr
San Diego, CA
92121

Sempra Energy

8680 Balboa Ave
San Diego, CA
92123

Charles Schwab

7510 Hazard Center Dr #407
San Diego, CA
92108

(619) 574-4800

More About Nonprofit Accounting in San Diego, California

San Diego, located on California’s southern coast, is the second-largest city in the state with a population of over 1.4 million people. Known for its beautiful beaches, mild climate, and military presence, the city is also a major hub for tourism, biotech, and defense industries. San Diego’s economy benefits from its proximity to the U.S.-Mexico border, fostering international trade and cultural exchange. With its diverse neighborhoods, ranging from upscale coastal areas to more urban communities, San Diego offers a wide range of living environments.

The demographics of San Diego reflect its diverse population, with roughly 45% of residents identifying as Hispanic or Latino, 30% as White, 15% as Asian, and smaller percentages of African American and other ethnic groups. The city’s residents are known for their active, outdoor-oriented lifestyle, taking full advantage of the area’s parks, beaches, and year-round pleasant weather. San Diego’s strong military community, due to the presence of major naval and marine bases, also plays a significant role in shaping the city’s culture and economy. The blend of diverse cultures, industries, and a strong sense of community makes San Diego a vibrant place to live and work.

Nonprofit accounting in San Diego is a critical component of the city’s robust and diverse nonprofit sector. The region is home to numerous organizations addressing issues such as homelessness, veterans’ services, environmental conservation, and social justice. Nonprofit accountants in San Diego ensure that these organizations maintain financial transparency, comply with regulations, and manage their resources efficiently. Their responsibilities often include tracking donations, managing restricted funds, overseeing grant compliance, and preparing accurate financial reports to uphold the tax-exempt status of these organizations.

San Diego’s proximity to the U.S.-Mexico border and its large military presence further shapes the nonprofit landscape, creating unique challenges and opportunities for nonprofit accountants. Many local organizations rely on complex funding sources, such as government grants, corporate partnerships, and international donations. Accountants working in this sector must

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

La Jolla, CA
Del Mar, CA
Coronado, CA
Chula Vista, CA
National City, CA
Imperial Beach, CA
Encinitas, CA
Solana Beach, CA
Carlsbad, CA
Escondido, CA
Oceanside, CA
Vista, CA
Poway, CA
El Cajon, CA
La Mesa, CA
Santee, CA
Lemon Grove, CA
San Marcos, CA
Rancho Santa Fe, CA
Bonita, CA
Spring Valley, CA
Alpine, CA
Lakeside, CA
Ramona, CA
Valley Center, CA
Fallbrook, CA
Jamul, CA
Rancho Bernardo, CA
Cardiff-by-the-Sea, CA
Rancho Penasquitos, CA

San Diego Nonprofit Accounting Firm, in San Diego is near Cabrillo National Monument which is close to Downtown San Diego, North Park, and Mission Beach. Seaport Village, Petco Park, and Balboa Park are also nearby.
Other locations we serve: