Our Services
At Aequitas Advisory, we provide the financial clarity and structural balance you need to lead your business with absolute confidence. Below you will find our service offerings customed to your needs.
Outsourced Accounting
Starting at $1,000/mo
Our outsourced accounting services provide the structure and oversight of an in house accounting team without the overhead. We manage close, reporting, and ongoing accounting operations so your financials are accurate, timely, and decision ready. Ideal for growing businesses that need stronger processes, better visibility, and a finance function that scales. Some of the services we can assist you with:
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Fractional Controllership Services
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Timely & Accurate Month-End Close
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Technical Accounting Support
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General Ledger Maintenance & Postings
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Accounts Payable Processing & Support
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Payroll Processing
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Financial & Management Reporting
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Audit & Diligence Readiness
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And more..
Bookkeeping
Starting at $500/mo
Our bookkeeping services focus on the day to day foundation of your financials, including accurate transaction tracking, reconciliations, and keeping the books clean and current. It is distinct from outsourced accounting, which provides higher level oversight, close management, and reporting. Some of the services we can assist you with:
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Transaction categorization and monthly close
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Bank, credit card, and loan reconciliations
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Accounts payable and receivable support
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Payroll coordination and journal entries
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Clean, organized financial records you can rely on
Tax Services
Pricing: Inquire
Our tax services are designed to keep your filings accurate, organized, and on time, with a streamlined process that reduces back and forth and eliminates last minute surprises. We coordinate closely with your accounting records to ensure your tax reporting is supported by clean, consistent documentation. Some of the services we can assist you with:
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Business and individual income tax return filing
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Multi state compliance support, including state returns and required filings as you expand
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Entity structure support for LLCs, S corporations, and partnerships, including new entity setup and ongoing compliance
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Quarterly estimated tax calculations and payment guidance for businesses and owners
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IRS and state notice support, including response packages and documentation
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Information reporting support, including 1099 preparation and compliance guidance
