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Daily Balance, Inc.

Daily Balance, Inc.

Reviews Summary

The reviews consistently highlight exceptional service, professionalism, and trustworthiness. Clients praise the team's expertise, responsiveness, and proactive approach, particularly in adopting modern technology and providing valuable business advice. Many emphasize long-term relationships built on reliability, with specific appreciation for guidance on financial management, PPP loans, and bookkeeping transitions. The team is commended for making complex processes seamless, offering tailored support for both businesses and non-profits, and enabling informed decision-making through accurate reporting. Their patience, knowledge, and dedication are repeatedly noted as key to clients' success.

About This Listing

Bookkeeping
Accounting
Payroll
Outsourced Accounting
Small Businesses
Non-profits
Construction
Contractors
Professional Services
Xero
Remote Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Payroll
Outsourced Accounting
Small Businesses
Non-profits
Construction
Contractors
Professional Services
Xero
Remote Services

Contact Information

Address

8841 Williamson Dr STE 80

Elk Grove, California 95624

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

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 pr

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. I'll 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.

Syd and his staff have done our organization's 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 Syd's services to any non-profit organization or any other entity that is looking for accounting assistance.

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 KNOWL

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

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!

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.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.