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Daily Balance Inc
- 8841 Williamson Dr Ste 80
- Elk Grove, California
- 95624
- Phone: (916) 686-0272
- Website
Website Links
Description
Since Daily Balance is a CPA firm we provide you with a high level of expertise and service that you wouldn't find in a traditional bookkeeping service. You won't have to worry that your accounting is not completely up to date and accurate. So when you hire Daily Balance you're not just hiring a bookkeeping service, but a team of professionals dedicated to meeting your needs when you need it. Being responsive to your needs is a hallmark of our service and an important part of our mission.
The professionals assigned to your company are only assigned a limited number of clients. Our mission is to change the way business does it's bookkeeping. We must, therefore, provide the highest level of customer service possible. Great customer service means being available, responsive, and always looking for ways of solving your problems before they occur. Please read our Mission Statement.
Daily Balance works with the QuickBooks software package. We are QuickBooks Pro Advisors and are experts with the software. Should you be interested, however, in staying with your current software we would certainly be willing to discuss your situation with you. The decision is usually based on your type of business and the adequacy of QuickBooks in meeting the needs of your business. Software is merely a tool we use to provide the financial information critical in running your business.
Several years ago I received a call from the Executive Director of this non-profit organization who's bookkeeper had just quit. Payroll was approaching and they needed help that day to calculate and prepare their payroll checks. We were able to do that in a matter of a couple of hours. But they needed much more help than that. They were receiving funding from several sources and needed to maintain the integrity of their bookkeeping and cost allocation plan (such as it was).
You have 100% control over all of your cash and the decisions on how it is used or invested. You decide what individuals and which vendors get paid. We provide the data, but you approve all invoices for payment and sign all checks, ensuring proper segregation of duties over the cash function. You are also responsible for depositing all checks and cash received.