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Syd Highley

Syd Highley

CPA, Daily Balance Inc

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“LivePlan is a great repository of forecasts, performance results, cash flow analysis, KPI monitoring, benchmarking and preparing business plans.”

For most of our advisory clients we also provide the daily bookkeeping.

So we are confident in the results driven from our advisory work.

This puts us in the unique position to provide information that can be trusted

LivePlan is a great repository of forecasts, performance results, cash flow analysis, KPI monitoring, benchmarking and preparing business plans.

We utilize each aspect to create a tailored strategic plan for our clients.

Industry Focus

  • Construction / Contractors
  • eCommerce
  • Healthcare and Social Assistance
  • Professional Services
  • Restaurants / Food Services

Services

  • Bookkeeping
  • Financial Forecasting and Performance Review
  • Loan Structuring and Applications
  • Managerial Accounting or CFO
  • Tax Preparation and/or Succession Planning

Business Stage

  • An idea/pre-revenue
  • 0-1 years
  • 2+ years
  • A nonprofit
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