As Your San Francisco 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 Francisco area’s 3,603,761 residents and 99,793 businesses spanning from Oakland to Berkeley, Pleasanton, and beyond for all of your San Francisco nonprofit accounting needs.
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National Council Of Nonprofits
San Francisco
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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 Francisco 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 Francisco 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
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



“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
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
Debra Oto-Kent Health Education Council



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

Deborah C
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:
CFO Advisory

What You Get When You Hire Us

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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

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 Francisco 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 Francisco have?
Nonprofit accountants in San Francisco should be well-versed in fund accounting, IRS 990 filings, California-specific tax exemptions, and have experience with grants and donor restrictions. Local expertise is critical due to the city’s specific regulatory landscape​.
How do nonprofit accountants help with grant management?
Nonprofit accountants manage grant funds by ensuring compliance with funder guidelines, tracking expenses, and preparing necessary financial reports. This ensures that funds are allocated properly and reporting requirements are met​.
What tax-related issues do San Francisco nonprofits face?
Nonprofits in San Francisco must handle issues like Unrelated Business Income (UBI) and state tax compliance. Income from certain activities, such as selling unrelated products or services, may be taxable unless specific exceptions apply​.
What financial reports do nonprofit accountants prepare?
Nonprofit accountants prepare key reports like the Statement of Financial Position and the Statement of Activities, essential for ensuring financial transparency and informing stakeholders, including donors and boards​.
What role do accountants play in audits for nonprofits in San Francisco?
Accountants help prepare for audits by ensuring financial statements are accurate, complying with both federal and state regulations, and assisting with internal controls to mitigate risks​.
How do nonprofit accountants assist with budgeting?
Nonprofit accountants in San Francisco create detailed budgets that align with the organization’s mission, forecast revenues, and track both operating and capital expenses. This ensures that the nonprofit can meet its financial goals while complying with local regulations.

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

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San Francisco is famed for its iconic Golden Gate Bridge, but a lesser-known fact is that it’s built over the San Andreas Fault, a major source of earthquake activity. Additionally, this culturally rich city is known for its historic cable cars, which are the last manually operated cable car system in the world and a beloved symbol of the city’s innovative spirit and historical charm. These aspects highlight San Francisco’s unique blend of natural phenomena and enduring cultural heritage.

San Francisco Nonprofit Accounting Resources

San Francisco Foundation

One Embarcadero Center, Suite 1400
San Francisco, CA
94111

(415) 733-8500

Nonprofit Finance Fund

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

(213) 623-7001

CompassPoint Nonprofit Services

600 Valley Way
Milpitas, CA
95035

(408) 719-1400

Foundation Center San Francisco

312 Sutter Street, Suite 606
San Francisco, CA
94108

(415) 397-0902

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 Francisco, CA Local Resources

San Francisco Chamber of Commerce

Russ Building, 235 Montgomery St #760
San Francisco, CA
94104

(415) 392-4520

San Francisco Controller’s Office of Public Finance

1 Dr Carlton B Goodlett Pl # 316
San Francisco, CA
94102

(415) 554-7500

San Francisco IRS Taxpayer Assistance Center

450 Golden Gate Ave
San Francisco, CA
94102

(844) 545-5640

San Francisco Police Department

1251 3rd St
San Francisco, CA
94158

(415) 553-0123

City of San Francisco

1 Dr Carlton B Goodlett Pl
San Francisco, CA
94102

(415) 554-4000

Top Companies in San Francisco, CA

Uber

1455 Market St #400
San Francisco, CA
94103

(866) 576-1039

Salesforce

415 Mission St
San Francisco, CA
94105

(415) 772-0753

Instacart

50 Beale St #600
San Francisco, CA
94105

(888) 246-7822

Accenture

415 Mission St
San Francisco, CA
94105

(415) 537-5700

Cisco

500 Terry A Francois Blvd
San Francisco CA
94158

(866) 863-7254

AirBnB

475 Sansome St #15
San Francisco, CA
94111

(415) 402-7200

More About Nonprofit Accounting in San Francisco, California

San Francisco, located in Northern California, is one of the most iconic cities in the United States, with a population of around 870,000 people. Known for its steep hills, historic landmarks like the Golden Gate Bridge, and booming tech industry, the city is a major cultural and financial hub. San Francisco’s economy is driven by technology, tourism, finance, and entrepreneurship, making it a key player in the global economy. Despite its small geographic size, the city is densely populated, and the cost of living is among the highest in the country.

The demographics of San Francisco are diverse, with about 40% of the population identifying as White, 35% as Asian, 15% as Hispanic or Latino, and smaller percentages of African American and other groups. The city has long been a melting pot of cultures, attracting immigrants from all over the world. It’s also known for its progressive values and LGBTQ+ community, playing a historical role in social justice movements. San Francisco’s residents are highly educated, with many working in tech, finance, and creative industries. Despite challenges like housing affordability, the city remains a vibrant, culturally rich place where people from different backgrounds come together.

Nonprofit accounting in San Francisco plays a crucial role in supporting the city’s vast and diverse nonprofit sector. With organizations addressing issues like homelessness, social justice, environmental sustainability, and education, San Francisco’s nonprofits rely on skilled accountants to manage their finances transparently and efficiently. Nonprofit accountants in the city handle tasks such as tracking donations, managing restricted funds, ensuring compliance with complex regulations, and preparing financial reports to maintain tax-exempt status. Given the city’s high cost of living, many nonprofits face unique financial challenges, making accurate accounting essential to their sustainability.

San Francisco’s nonprofit landscape is shaped by the city’s progressive values and philanthropic culture. Many nonprofits receive funding from tech companies, government grants, and individual donors, requiring accountants to manage multiple revenue streams and ensure proper financial stewardship. In a city known for innovation, nonprofit accounting professionals must also stay updated on new technologies and financial tools that can help organizations improve their financial management. As the nonprofit sector in San Francisco continues to evolve, the demand for knowledgeable accountants who can navigate the complexities of nonprofit finance will remain strong, ensuring that these organizations can continue serving their communities effectively.

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

Daly City, CA
South San Francisco, CA
San Bruno, CA
Pacifica, CA
Brisbane, CA
Millbrae, CA
Burlingame, CA
Colma, CA
San Mateo, CA
Foster City, CA
Belmont, CA
San Carlos, CA
Redwood City, CA
Hillsborough, CA
Half Moon Bay, CA
Atherton, CA
Menlo Park, CA
Palo Alto, CA
Alameda, CA
Oakland, CA
Berkeley, CA
Emeryville, CA
Sausalito, CA
Tiburon, CA
Mill Valley, CA
Corte Madera, CA
Larkspur, CA
San Rafael, CA
Novato, CA
Richmond, CA

San Francisco Nonprofit Accounting Firm, in San Francisco is near Golden Gate Bridge which is close to Mission District, North Beach, and Sunset District. Alcatraz Island, Coit Tower, The Painted Ladies, and Twin Peaks are also nearby.
Other locations we serve: