Financial Services

OUR SERVICES

Tax Preparation

At Aequus Financial, we provide comprehensive tax services for individuals, self-employed professionals, and small businesses. From accurate tax preparation and timely filing to proactive year-round tax planning, we help our clients stay compliant, minimize tax liabilities and make informed financial decisions with confidence.

Our tax services include:

Individual Tax Returns
Business Tax Returns
Year-Round Tax Planning
Estimated Tax Payments
IRS & California Tax Assistance

Bookkeeping Services

Accurate bookkeeping is the foundation of every successful business. At Aequus Financial, we keep your financial records organized, up to date, and accurate so you always have a clear picture of your business's financial health. As Certified Quickbooks ProAdvisors we provide expert support for businesses of all sizes. Whether you need ongoing bookkeeping or help getting your records back on track, we provide dependable, personalized service tailored to our needs.

Our bookkeeping services include:

Monthly Bookkeeping
Bank & Credit Card Reconciliation
General Ledger Maintenance
Quickbooks Online & Desktop Support
Quickbooks Setup & Training
Catch-Up & Clean-Up Bookkeeping

Payroll Services

Managing payroll requires accuracy, consistency, and attention to ever-changing regulations. At Aequus Financial, we provide dependable payroll solutions tailored to the unique needs of each business. Whether you're paying a single employee or managing a growing team, we ensure payroll is processed accurately, on time, and in compliance with federal and state requirements. We work with a variety of payroll platforms and can adapt to the system that best fits your business.

Our payroll services include:

Payroll Processing
Payroll Tax Filings
Direct Deposit Setup & Support
Quarterly & Annual Payroll Reporting
W-2 & 1099 Preparation
Quickbooks, ADP & Other Payroll Platforms

Financial Reporting

Accurate financial reporting gives you the information you need to make confident business decisions. At Aequus Financial, we prepare clear, timely, and reliable financial reports that help you understand your company's financial performance, monitor cash flow, and plan for future growth. Whether you need reports for internal management, lenders, investors, or tax preparation, we provide the financial insight you can depend on.

Our financial reporting services include:

Monthly Financial Statements
Profit & Loss Statements
Balance Sheets
Cash Flow Reports
Budgeting & Financial Analysis
Custom Financial Reports

Business Start-Up Services

Starting a business involves more than filing paperwork. At Aequus Financial, we help new business owners establish a strong financial foundation by assisting with entity selection, accounting system setup, payroll, and tax planning. Our goal is to help you start your business with confidence and stay organized from day one.

Our start-up services include:

Financial Record Reconstruction
Catch-Up Bookkeeping
Historical Data Organization
Account Reconciliations
Tax Preparation Support
Audit Preparation Assistance

Accounting System Implementation

The right accounting system can save time and improve financial accuracy. We help businesses implement, customize, and optimize accounting software to streamline daily operations and provide meaningful financial reporting. Whether you're starting from scratch or transitioning from another system, we make the process as smooth as possible.

Our accounting system implementation services include:

Quickbooks Setup
Chart of Accounts Design
Software Conversion
Workflow Optimization
Staff Training
Ongoing Support

Record Reconstruction

Missing or incomplete financial records don't have to become a long-term problem. We specialize in reconstructing financial records, organizing historical data, and bringing accounting systems up to date. Whether you've fallen behind or need assistance preparing for tax filing or an audit, we'll help restore your records accurately and efficiently.

Our record reconstruction services include:

Financial Record Reconstruction
Catch-Up Bookkeeping
Historical Data Organization
Account Reconciliation
Tax Preparation Support
Audit Preparation Assistance

Don't see the service you're looking for? Contact Aequus Financial to discuss your accounting needs. We're happy to provide personalized solutions for individuals and businesses.

ACCOUNTING & BUSINESS SERVICES