Outsourced Accounting

Offering a robust line of products to meet your personal and business needs

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It’s like having your own accounting department

About Equity

First, our name, “Equity”, which is defined as assets minus liabilities, is the value of your company. Our firm is dedicated to increasing your business assets and lowering your liabilities so that you have more personal equity commonly referred to as wealth. Second, as licensed CPAs, we are highly experienced accountants and most of all business advisors in all areas of business. Whether it’s looking at key indicators, budgeting, profit / loss analysis, cashflow management, business acquisition, due diligence, or simply how you need to pay yourselves, we can give you the advice that makes the most sense for your situation. Third, we are also well-informed business tax advisors to ensure you pay the least amount of taxes possible. In short, we are small business experts that will put more Equity in your life.

CLIENT ACCOUNTING PACKAGES

Essential

Includes:

Accounting

  • Quarterly bookkeeping review

Tax

  • Business return
  • Salary optimization
  • Strategic tax planning
  • Estimated tax payments
  • Add-on: Personal tax return
  • Add-on: 1099s
  • Add-on: Sales tax
  • Add-on: Business personal property tax

Advisory

  • Distribute P/L with Analysis
  • Business review meeting (Annual Q3)
  • Add-on: Budgeting/planning process
  • Add-on: Cash flow management

Monthly Fee: $250 Minimum

Premier

Includes Essential plus:

Accounting

  • Monthly bookkeeping
  • Reconcile bank accounts
  • Distribute financials monthly
  • Add-on: Bill pay
  • Add-on: Monthly invoicing

Advisory

  • Business review meeting (annual Q3 - Add on: Additional)
  • Add-on: Distribute P/L with analysis
  • Add-on: Cash flow management

Monthly fee: $500 - $1000

Elite

Includes Premier plus:

Accounting

  • Bill pay
  • Monthly invoicing

Tax

  • Personal tax return
  • 1099s
  • Sales tax
  • Business personal property tax
  • Workers comp audit

Advisory

  • Distributed P/L with analysis
  • Business review meetings (unlimited)
  • Budgeting/planning process
  • Cash flow management
  • KPIs/trend analysis
  • Unlimited CFO services

Monthly fee: $2000 - $5000

Fees

Accounting

  • Monthly bookkeeping - $300 minimum
  • Bookkeeping project (clean-up) - Custom Quoted

Tax Preparation

  • Individual (1040) - $400 minimum
  • S‐Corporation (1120‐S) - $800 minimum
  • Partnership (1065) - $800 minimum
  • C‐Corporation (1120) - $1,000 minimum
  • Estate/Trust (1041) - $1,000 minimum TBD
  • Non‐Profit (990) - $1,000 minimum TBD
  • Business Personal Property - $500
  • Sales Tax Filing - $75 each
  • Amended Tax Returns ‐ Personal - $800 minimum
  • Amended Tax Returns ‐ Corporate - $1,600 minimum
  • W-9, 1099 distribution - $25 + $100
  • W‐7 ITIN application - $500

Business Advisory

  • Create LLC/EIN - $350 plus state fees
  • File S‐Corporation Election - $400
  • File Late S‐Corporation Election - $450
  • File Articles of Amendment - $450
  • File dba - $450
  • Workers Compensation Audit - $450 minimum

Tax Representation/Resolution

  • File IRS Power of Attorney - $350
  • File State Power of Attorney - $350
  • CPA Advisory per hour - $350

À la carte (hourly)

  • Going Concern Analysis - $350 minimum
  • Business Valuation/EBITDA - $350 minimum