Outsourced Accounting

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

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

Accounting

  • Q2 & Q3 Quarterly bookkeeping reviews





Tax

  • Business return
  • Individual return
  • Salary optimization
  • Strategic tax planning
  • Estimated tax payments projection









Advisory

  • Review estimated tax payments
  • Business strategy meeting Q2 & Q3



Monthly Fee: $300 minimum

Premier

Accounting

  • Monthly bookkeeping
  • Reconcile bank accounts
  • Distribute financials monthly



Tax

  • Business return
  • Individual return
  • Salary optimization
  • Strategic tax planning
  • Estimated tax payments projection








Advisory

  • Review estimated tax payments
  • Business strategy meeting Q2 & Q3




Monthly fee: $550 minimum

Elite

Accounting

  • Monthly bookkeeping
  • Reconcile bank accounts
  • Distribute financials monthly
  • Bill pay/accounts payable
  • Invoicing/accounts receivable

Tax

  • Business return
  • Salary optimization
  • Strategic tax planning
  • Estimated tax payments projection
  • Individual(s) tax return
  • 1099s filing
  • Sales tax
  • Business personal property tax
  • Workers comp audit

Advisory

  • Q1, Q2, Q3 & Q4 strategy meetings
  • Budgeting/planning
  • Cash flow management
  • KPIs/trend analysis
  • Open access to CPA

Monthly fee: $2,500 minimum

Fees

Accounting

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


Tax Preparation

  • Individual (1040) — $600 minimum
  • S‐Corporation (1120‐S) — $1,200 minimum
  • Partnership (1065) — $1,200 minimum
  • C‐Corporation (1120) — $1,200 minimum
  • Estate/Trust (1041) — $1,200 TBD
  • Non‐Profit (990) — $1,200 TBD
  • Business Personal Property — $500
  • Sales Tax Filing — $100 each
  • Amended Tax Returns ‐ Individual — $800 minimum
  • Amended Tax Returns ‐ Business — $1,600 minimum
  • 1099 filing — $35 each
  • W‐7 ITIN application — $500

Business Advisory

  • Create LLC/EIN — $400 plus state fees
  • File Foreign LLC — $500 plus state fees
  • Workers Compensation Audit — $450 minimum
  • File S‐Corporation Election — $450
  • File dba with county court — $450


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 — Custom quoted
  • Business Valuation/EBITDA — $2,500 minimum
  • CPA Signed Comfort Letters — $350