Daily Balance, Inc.

5(7 reviews)Elk Grove, California
Street View & 360°
By owner
Street View & 360°
Street View & 360°
By owner
Street View & 360°

We are the "inside" CPA firm to the organization many of whom have "outside" CPA's who do their financial audits and tax returns. We do not prepare not-for-profit tax returns. Our business involves migrating clients to the cloud, crafting tailored software stacks making the regular bookkeeping effort as efficient and automated as possible, managing grant billings so that they get paid on-time and so that they fully spend out their contracts, financial reporting for management as well as Board of Directors. We also take care of the payroll. Our bookkeeping work involves heavy cost allocation effort.

Services

Accessibility

Business Hours

Monday
9 am–5 pm
Tuesday
9 am–5 pm
Wednesday
9 am–5 pm
Thursday
9 am–5 pm
Friday
9 am–5 pm
Saturday
Closed
Sunday
Closed

Find Us on Google Maps

8841 Williamson Dr STE 80, Elk Grove, CA 95624, United States

Customer Reviews

google logo

Reviews

5(7 reviews)
Evan Hawkins
Sep 16, 2020on
google logo

Syd and his staff have done our organization's accounting for decades. They are professional, responsive, and a pleasure to work with. As a small non-profit, we appreciate the amount of time Syd spends with our team as we develop our budget and process expenditures. I would highly recommend Syd's services to any non-profit organization or any other entity that is looking for accounting assistance.

Tina Calanchini
Sep 16, 2020on
google logo

Syd and his staff have been one of the biggest reasons behind our non-profits success! They brought us out of 35 years of "dark ages" bookkeeping and increased our productivity by miles. They literally devised our plan of conversion to automated bookkeeping practices and held our hand through it all. Our questions were answered, one after the other, and then they stuck around to help us become even MORE accurate and proficient with our financial management. This company is PROFESSIONAL, PATIENT and KNOWLEDGEABLE with a long history of experience. I would and do recommend them every time I get a chance!

T M
Jul 13, 2020on
google logo

Syd and his team have supplied our growing construction business with accounting, reporting and tax related services for over 10 years. During this time we have built a strong relationship based on trust and professionalism. When they say they are going to do something, they do it. It is because of Daily Balance that I can make informed business decisions each day based on the up to date and highly accurate reporting data they provide. Syd also stays up on new technology and utilizes innovative ways to get the job done efficiently as to not waste his client’s valuable time. I recommend Daily Balance and Highley CPA without reservation. -Travis McCollum Reese’s Sealcoating Inc

Ali Tabatabai
Jul 10, 2020on
google logo

Starting working with Syd and his team about two years ago to get our books running on the cloud. His team came in for our rescue after another service completely botched the project then tried to hold my books hostage. Daily B. turned my nightmare into a dream. I'll always put my trust in this group. They are exceptional, plus they were proactive in helping organize PPP expenses before we even had to ask. Syd and his team are an integral part of our company.

patrick Crossan
Jul 6, 2020on
google logo

Syd and his team are AWESOME! I am a younger entrepreneur who Syd has helped walk though the starting and bookkeeping of a couple new very successful business. They were instrumental in setting up all the systems to run these as well as being very helpful with decisions that needed to be made in ways the business operated to be more profitable! Thanks guys I appreciate you!

Gary Marrone
Jul 4, 2020on
google logo

Daily Balance has help me start up my new business from the beginning, now 3 years later they are still involved with helping and managing my numbers on a monthly bases. If your a beginner or experienced with P&L’s if and have a question they have the answer.

Deborah Chaussé
Jul 3, 2020on
google logo

I hired Syd Highley and Daily Balance over 15 years to do quarterly financial statements for my business. Our relationship has grown over the years and I have complete trust in him and his staff. I consider Syd to be a highly knowledgeable business advisor and friend. His advice over the years has been priceless. Syd has always been eager to adopt up-to-date technology and offer to his clients more than they expect. I really appreciate his help recently with the nuts and bolts of the PPP loan forgiveness program. I highly recommend this firm!

More Accounting Services in This Area

Dynamais

Dynamais

Bookkeeping service

9401 E Stockton Blvd #145, Elk Grove, CA 95624, United States

5(12 reviews)

+1 916-449-8828

Pam's Financial Solutions

Pam's Financial Solutions

Bookkeeping service

9245 Laguna Springs Dr #200, Elk Grove, CA 95758, United States

5(3 reviews)

+1 916-509-7022

My Tax & Mortgage

My Tax & Mortgage

Tax preparation service

9245 Laguna Springs Dr, Elk Grove, CA 95758, United States

5(47 reviews)

+1 916-509-7105