Firm profile
Daily Balance
Elk Grove
Daily Balance operates a nonprofit-specialist site at nonprofitaccountant.com. The older general site has broader scope; current engagement eligibility requires confirmation.
At a glance
- Services listed
- Bookkeeping, Monthly bookkeeping, Cleanup / catch-up, Advisory / planning
- Software
- Xero, QuickBooks Online
- Published address
- 8841 Williamson Drive Suite 80, Elk Grove, CA 95624
- Ways of working
- Remote
- Industries
- Industry groups: Nonprofits, churches and education
- Nonprofits
- Credentials as stated
- Site claims founder CPA and Xero Silver Partner; independently unverified.
Daily Balance, with a published office in Elk Grove, lists monthly bookkeeping, cleanup and catch-up work and advisory work on its website and names Xero and QuickBooks Online as its software; it does not publish a monthly bookkeeping fee (checked October 13, 2026).
What the website describes
- Monthly bookkeeping
- Nonprofit bookkeeping, grant fiscal management, monthly reporting, budgets, forecasting and CFO advisory.
- Cleanup and catch-up
- Books cleanup offered.
- Payroll
- Payroll accounting records; payroll processing not confirmed.
- Tax-related scope
- Current nonprofit site explicitly excludes tax services; older general site differs. Confirm scope.
- How working together is described
- Free business-health assessment; homepage advertises a 30-day no-fault agreement, terms to confirm.
Questions to ask this firm
- Are you taking on new clients now, and when could work start?
- What exactly would a written quote for my books include?
- What are the contract length, notice period and any fees to leave?
- Who will do my work each month, and which credentials do they hold?
- What does monthly bookkeeping cost for a business like mine?
- How do you protect client information and documents?
People
- Syd Highley, Managing Principal; CPA claimed. Source
- Amy Fryatt, Director of Operations. Source
- Julie Asuncion, Accounting Manager. Source
- Norie Fabian, Bookkeeper. Source
- Tessa Joy De Vera, Bookkeeper. Source
- Ilonah Vivas, Bookkeeper. Source
Six named professionals on the nonprofit-focused website; not a total-headcount claim.
Names and roles as shown on the firm's website, checked October 13, 2026. This is not a headcount or proof of current employment.
Not published on the firm's website
These details were not found on the pages reviewed on October 13, 2026. That does not mean the firm lacks them; ask directly.
- A bookkeeping price
- A service area
Sources and checked dates (4)
- https://dailybalance.com/: Company, location and services, Office. Checked October 13, 2026.
- https://dailybalance.com/about-us/: Company, location and services. Checked October 13, 2026.
- https://dailybalance.com/contact-us/: Company, location and services. Checked October 13, 2026.
- https://nonprofitaccountant.com/: Team and current nonprofit focus, Current nonprofit specialization and team, People. Checked October 13, 2026.
Inclusion is not an endorsement. No firm has paid for placement or confirmed this profile. Review ratings are not imported. How this guide works.
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