Virtual Accounting Services in Laguna Beach, CA

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About DailyBalance

DailyBalance is a cloud-based accounting service ready to provide early stage and small businesses a complete outsource solution for accounting and financial reporting.

Our services are "right-sized" to the client's needs and cost less than half that of internal staffing. We "run the numbers so you can run the business".

We are also experienced with presenting businesses to equity sources for funding including friends and family, crowdfunders, angels, VC's and private equity. We provide the CFO function on a fractional basis when advisable.

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Services

We specialize in cloud-based accounting and financial reporting. Virtual accounting department for small and early stage businesses at half the cost of internal staffing.

Brands

We work with the following brands:

Quickbooks Pro, Bill.com, Smartvault.com and sundry of others.

Questions and Answers

What kind of questions do customers ask you?

Will my records be secure?

Do you offer any service after finishing the work?

Our work is never finished we provide services under "as if" employee model.

How many projects do you average in a year?

We have the capacity to add hundreds of clients in the next year. Currenly we have close to hundred.

What are you most proud of?

We have been able to assist many charitable foundations by providing them with error-free easily auditable financials and records enabling to maintain or increase their funding levels.

What questions should a customer ask before hiring you?

Are your services provided under as a regulated CPA firm?
Are services provided on a flat fee basis?
Are services competitively priced?
Is your customer service program available 24/7/365?

How did you get started?

We realized the impact that the development of the Internet into a secure platform for outsourcing business processes (the Cloud) would have on accounting departments. We have built a CPA firm to serve clients by providing the "right sized, right priced" cloud accounting solution.Most clients for a flat monthly fee will not need any designated accounting personnel when they use DailyBalance.

What do you recommend to know before hiring you?

Understand your annual, monthly, weekly and daily transaction volume.

Reviews

DailyBalance