Daily Balance
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: Daily Balance, Inc.) · 6593 · California Board of Accountancy (DCA public licensee data file)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- Xero
3 of 5 answered from a dated source.
Documents 3 of 5 core services; CPA license verified with the state board.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Daily Balance | home page | |
| Website | https://dailybalance.com/ | home page | |
| Office locality | Elk Grove, CA | home page | |
| Phone | +18664832459 | home page | |
| Offers bookkeeping | Documented: ...Us Help Elk Grove Accountant & Bookkeeper Discover the positive impact outsourcing your bookkeeping can have on your business. We offer a 30-day no-fault agreement so you can test... | home page | |
| Catch-up / cleanup | Documented: ...construction contractors, retailers, vineyard owners and winery operators. We’ll clean up your books and show you how to view your data with a secure cloud-based accounting system... | home page | 5 pts (max 5) |
| Payroll coordination | Documented: ...to detail your team exercises. We feel like you all truly care. Good job on the payroll side of things too, much appreciated. - Travis M. Outsourcing your daily bookkeeping to... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...center allocations Job costing Proper application of accounting principles Financial statement analysis Since Daily Balance is a CPA firm we provide you with a high level of... | /accounting-and-bookkeeping | 6 pts (max 6) |
| Software supported | Xero | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Daily Balance, Inc.) · 6593 · California Board of Accountancy (DCA public licensee data file) | State accountancy board Third-party Sep 26, 2026 expires Jan 31, 2027 | 8 pts (max 8) |
| Named contact / team | Syd Highly, President | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...management reports Dashboard, ratio analysis, benchmarking Budgeting and forecasting Monthly meetings with senior management | /packages | 3 pts (max 3) |
| Privacy / data-handling page | Documented: Privacy | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Active CPA firm or individual license (state board): California lists an ACTIVE CPA firm license (Active) under this name, expiring 2027-01-31. It does not prove service quality.
Data limitations
- 20 of 21 evidenced items come from Daily Balance's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.