We're here for you

Thank you!

Please email your trial balance, in Excel format, to syd@dailybalance.com.

For example, if you use QuickBooks:

  1. Go to Reports
  2. Go to Accountant & Taxes
  3. Go to Trial Balance
  4. Enter the date range for the most recent closed month
  5. Export the report to Excel and save it to your desktop
  6. Email it to us by attaching it to the email

Once received we'll begin work on your Industry Comparison Report.  In a day or two we'll send you the report.  We'd like to get it to you instantly, but it takes a human to craft the report.

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What We Provide

Innovative Organizations

Daily Balance provides high quality, low cost bookkeeping solutions for a wide variety of companies and not-for-profit organizations across the country.

The industries we serve include:

• 501(c)3 and 501(c)6 organizations • Retail Service • Light manufacturing • Vineyard and winery operations • Professional services • Construction and trades

What Our Clients Say

Cees Molenaar, CALPASC

Dion Nesson, All Clear Pool & Spa