Daily Balance, Inc. in Elk Grove

Review №1

2020-07-06 16:04:36

Ive worked with Syd for close to 20 years at 3 different non-profit agencies. He and his staff are great. They are attentive and respond to all of our questions and requests quickly and they do an amazing job managing our accounts. They listen to our needs and what makes sense for us before they make their recommendation for how things should be set up in our accounting system. They have adapted to new technology and are able to handle all of our accounting needs remotely. Ive worked with other accounting firms, and they have not matched the experience working with Daily Balance.

Review №2

2020-07-03 18:59:44

I hired Syd Highley and Daily Balance over 15 years to do quarterly financial statements for my business. Our relationship has grown over the years and I have complete trust in him and his staff. I consider Syd to be a highly knowledgeable business advisor and friend. His advice over the years has been priceless. Syd has always been eager to adopt up-to-date technology and offer to his clients more than they expect. I really appreciate his help recently with the nuts and bolts of the PPP loan forgiveness program. I highly recommend this firm!

Review №3

2020-09-16 19:37:18

Syd and his staff have done our organizations accounting for decades. They are professional, responsive, and a pleasure to work with. As a small non-profit, we appreciate the amount of time Syd spends with our team as we develop our budget and process expenditures. I would highly recommend Syds services to any non-profit organization or any other entity that is looking for accounting assistance.

Review №4

2020-07-10 16:29:28

Starting working with Syd and his team about two years ago to get our books running on the cloud. His team came in for our rescue after another service completely botched the project then tried to hold my books hostage. Daily B. turned my nightmare into a dream. Ill always put my trust in this group. They are exceptional, plus they were proactive in helping organize PPP expenses before we even had to ask. Syd and his team are an integral part of our company.

Review №5

2020-07-13 14:37:37

Syd and his team have supplied our growing construction business with accounting, reporting and tax related services for over 10 years. During this time we have built a strong relationship based on trust and professionalism. When they say they are going to do something, they do it. It is because of Daily Balance that I can make informed business decisions each day based on the up to date and highly accurate reporting data they provide. Syd also stays up on new technology and utilizes innovative ways to get the job done efficiently as to not waste his client’s valuable time. I recommend Daily Balance and Highley CPA without reservation.-Travis McCollumReese’s Sealcoating Inc

Review №6

2020-09-16 15:02:18

Syd and his staff have been one of the biggest reasons behind our non-profits success! They brought us out of 35 years of dark ages bookkeeping and increased our productivity by miles. They literally devised our plan of conversion to automated bookkeeping practices and held our hand through it all. Our questions were answered, one after the other, and then they stuck around to help us become even MORE accurate and proficient with our financial management. This company is PROFESSIONAL, PATIENT and KNOWLEDGEABLE with a long history of experience. I would and do recommend them every time I get a chance!

Review №7

2020-07-06 16:25:35

Syd and his team are AWESOME! I am a younger entrepreneur who Syd has helped walk though the starting and bookkeeping of a couple new very successful business. They were instrumental in setting up all the systems to run these as well as being very helpful with decisions that needed to be made in ways the business operated to be more profitable! Thanks guys I appreciate you!

Review №8

2020-07-04 13:23:26

Daily Balance has help me start up my new business from the beginning, now 3 years later they are still involved with helping and managing my numbers on a monthly bases. If your a beginner or experienced with P&L’s if and have a question they have the answer.