We Provide Financial Nonprofit Audit Representation in San Diego for Stress-Free Audits
Our Financial Nonprofit Audit Representation
Services Are for You,
If You Want:
Trusted by Nonprofits
“In addition to cutting costs for accounting, Daily Balance has been most responsive to our needs. ”
“Their ability to step in, respond quickly to needs, and offer cost-saving solutions has been an incredible asset.”
“Daily Balance has moved us beyond a tiny little non-profit to a thriving business!”
“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.”
“Daily Balance's team of experts have a huge heart for non profits and the essential services they bring to enrich our communities.”
“The knowledge that Daily Balance provides enables me to make better decisions in my business.”
“Using Daily Balance bookkeeping and tax services does not cost you; it saves you stress, time and money.”
“Syd and his team discuss solutions with us and provide solid options to consider as we are making business decisions.”
“Not being distracted by accounting issues, I can focus on increasing sales and market penetration.”
CPAs Who Have Mastered Bookkeeping 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, CPA | Daily Balance
Managing Principal What Our San Diego Nonprofit Audit Representation Services Can Do For You:
- Ensure audit readiness and compliance
- Streamline audit preparation processes
- Improve accuracy of financial reporting
- Enhance internal control systems
- Resolve audit findings efficiently
- Maintain regulatory and grant compliance
- Provide clear and accurate audit documentation
- Facilitate effective communication with auditors
- Minimize audit-related disruptions
- Strengthen financial transparency and accountability
World-Class Nonprofit Audit Representation
On-Call 24/7/365
No Surprises Guarantee
Proactive CPAs
Value-Focused Accounting
30-Day No Fault Agreement
Cloud-Based & Real-Time
Your Comprehensive Financial Nonprofit Audit Representation Services
- Organize and review financial records and documentation
- Act as the primary liaison between the nonprofit and external auditors
- Coordinate audit schedules and meetings
- Prepare and submit all necessary financial documents to auditors
- Assess and document internal controls
- Ensure compliance with accounting standards and regulations
- Verify that grant and donor restrictions are properly reported
- Identify and manage potential audit risks
- Review financial statements for accuracy and completeness
- Update and create financial policies to meet audit standards
- Identify and correct discrepancies before the audit
- Ensure all financial policies and procedures are documented
- Respond to auditor inquiries and requests for additional information
- Address and resolve audit findings and recommendations
- Provide staff training on audit procedures and requirements
- Assist with post-audit implementation of corrective actions
Meet Your San Diego Nonprofit Bookkeeping Team
Syd Highley
Amy Fryatt
Julie Asuncion
Norie Fabian
Tessa Joy De Vera
Ilonah Vivas
We'll Integrate with Your Accounting Software
Let Us Lighten Your Load!
Fixed Fee
No Surprises
Guarantee
Nonprofit Audit Representation in San Diego & Beyond
Bakersfield Nonprofit Audit Representation
1 (661) 218-1122
Boston Nonprofit Audit Representation
1 (857) 678-1661
Chicago Nonprofit Audit Representation
1 (872) 253-6677
Los Angeles Nonprofit Audit Representation
1 (213) 463-8484
New York City Nonprofit Audit Representation
1 (646) 921-6606
Sacramento Nonprofit Audit Representation
1 (916) 999-5955
San Diego Nonprofit Audit Representation
1 (619) 389-3344
San Francisco Nonprofit Audit Representation
1 (415) 358-5353
San Jose Nonprofit Audit Representation
1 (669) 230-0440
Washington DC Nonprofit Audit Representation
1 (771) 220-7155
Nonprofit Accounting Resources
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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.
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