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.

Follow Me

Principles

You run the business. We run the numbers. Daily Balance was created by a CPA to provide businesses of all types an online, outsourced bookkeeping solution alternative to an in-house full-charge bookkeeper or accounting department. Our team is made up of highly trained and motivated bookkeeping professionals.

 

 

 

 

 

 

 

 

Attributes:

  • United State citizens
  • Accounting or finance degrees
  • QuickBooks Pro Advisors
  • Driven to provide the very best in client service

Industries:

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

To find out more about how Daily Balance can help your organization, contact us.