Running your business is a full-time job,
bookkeeping is ours.

With us, it's personal

We are a small business serving small businesses. Our experts care about your business and will be there for you whether you participate in your business’s bookkeeping, need regular monthly bookkeeping services or you are outsourcing all of your business’s bookkeeping functions to our firm.

Bookkeeping and payroll

Daily, weekly or monthly transaction classification and expense tracking keeps your books clean, accurate and reliable, and payroll is seamlessly integrated.

Bill pay and invoicing

We make outgoing payments on time and seamlessly manage your cash flow.

Business tax planning and preparation

We plan, prepare and file your tax returns so you are always compliant.

Reporting and advice

We work with you to monitor your financial position and key performance indicators so you have usable insights to help grow your business.

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Equus Advisors Bookkeeping

Supporting businesses with three flexible service levels

 
Includes:
  • QuickBooks Cleanup and Training
  • Correct the Chart of Accounts
  • Perform reconciliations for open months
  • Train client on aspects of QuickBooks
  • Account reconciliation (as needed)
  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts
  • Reports
  • Prepare financial statements
  • Payroll
  • Prepare payroll (see payroll service)
  • Tax
  • Forms 1099 preparation
  • Sales tax preparation
  • Income tax preparation
 
Includes Basic plus:
  • Account reconciliation (monthly)
  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts
  • Reports
  • Prepare monthly financial reports
  • Advice
  • Semi-Annual meeting or video conference to review key performance measures
  • Tax planning
  • General business consulting
 
Includes Standard plus:
  • Accounts Payable
  • Process bills and payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Provide digital access to paid bills
  • Sales Invoicing and Accounts Receivable
  • Create and send sales invoices to customers
  • Process customer payments
  • Reports
  • Prepare accounts receivable aging reports
  • Prepare accounts payable reports
  • Prepare cash flow projections
  • Prepare monthly budget reports
  • Advice
  • Monthly phone call to review cash flow projections
  • Quarterly meeting or video conference to review key performance measures