Our Services
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Quality Bookkeeping
- Deep understanding of industry-specific financial challenges and goals
- Tailored bookkeeping solutions for business
- Meticulous financial records
- Time-saving solutions with app integrations
- Advanced tools to categorize, organize, and track expenses effectively
- Identify cost-saving opportunities and maximize profitability
- Clear financial reports and insights
- Dedicated Partnership for Your Success


Tax Prep & Tax Planning
- End-to-end tax services, from organizing financial records to filing returns
- Ensuring every potential business expense is captured to lower taxable income
- Ongoing support and strategic advice to help your business grow and thrive.
- A committed partner dedicated to your financial clarity and success.
- Ensuring accurate tax preparation that maximizes deductions and minimizes liabilities
- Advice on structuring your business
- Developing tailored tax strategies
- Optimizing financial strategies for long-term success


Advisory & Fractional CFO Services


Catchup/Cleanup Services

Evaluation
1Implementation
2Execution
3Finalization
4“
What Do Our Clients Say About EQ?

Ed Kelly

Michelle Pretto

Kimberly Pape

Philip Pretto
Choose the Plan That’s Right for You
Bronze Plan
Core Bookkeeping Package
Silver Plan/Best Value
Controller Package
Platinum plan
Fractional CFO Package
Accounting Software Subscription
We will maintain your QBO software subscription and ensure you do not experience another expense headache.
Receipt Management Subscription
We will handle, store, and process all your accounts payable PDFs and receipts with client admin privileges for QBO and storage access.
Quickbooks Desktop/Online Training
Our team has trained individuals and business owners alike. With 20 years of training experience, rest assured you're in excellent and nurturing hands.
QBO Automation Workflow Subscriptions
EQ specializes in workflow automation. We will handle automating tedious tasks that save everyone valuable time and manpower.
CLEANUP/CATCHUP SERVICES
CATCHUP WORK
The period of catch-up is within 12 months
CLEANUP WORK
The period of clean-up is over six (6) months

Interested in à la carte services?
No problem! At our firm, we understand that every business has unique needs, so we offer a flexible approach to our services. Whether you're looking for a comprehensive package or need help in specific areas, you're welcome to pick and choose the services that best suit your business.
We pride ourselves on being adaptable and are always willing to collaborate with our clients in a way that works best for everyone involved. Our team is committed to providing personalized, high-quality support to ensure your business runs smoothly. Don't hesitate to get in touch with us for more information or to discuss how we can assist you. We're here to help you succeed.