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

Overview

Outsourced Bookkeeping Solutions: Better Financial Information. Lower Costs.

Daily Balance is a virtual accounting service that provides daily transactional bookkeeping for business and nonprofit clients, as well as preparation and analysis of financials, all under the supervision of a 30-year veteran CPA.

Straight-forward, simple, accurate. Our ABC’s:

  • Alternative to the financial and performance liability of an in-house accounting department.
  • Accessible records on a real-time 24X7 basis using secure and encrypted technology.
  • Available staff dedicated to servicing your needs when you need it.
  • Balanced approach offering data input, reporting and analysis.
  • Beginning to end solution to the accounting process, securely and accurately, through the hands-on management of experienced professionals.
  • Better internal controls through separation of duties and reduced fraud exposure.
  • Customized solution tailored to your needs not ours.
  • Consultative relationship built over time.
  • Compliant with GAAP, GAAS and FASB accounting standards.