EQUUS OUTSOURCED ACCOUNTING
We want to know your business, not just your books.
EQUUS Accounting & Bookkeeping Services
This service includes a “scrub” of all Balance Sheet and Income Statement accounts since last tax filing as well as entering and reconciling of all missing and additional transactions required to produce complete and accurate financial statements for the year(s) in question.
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Recording and reconciling of all transactions, including reconciling and processing of Accounts Receivable, Payables, and Payroll. Financial statements are provided, as well as customized reports as needed. Includes a year-end package for easy tax preparation.
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This service has been designed for customers that are already utilizing QuickBooks software who need to train their current staff on all QB modules. It may also include training for the implementation of bookkeeping processes that Equus has recommended.
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We take a holistic approach to your business.
Simply put, a holistic accounting approach addresses each client as a complete entity, looking not only at their accounting and bookkeeping needs, but all aspects of their business. EQUUS then seeks to identify and assess the full range of client requirements, and coordinates the resources required to help meet those needs.
This means not only examining bookkeeping, payroll, audit and tax return needs, but also looking at human resources, benefits management, compliance, strategic and market planning, with the scope determined by the client and the requirements of the specific company. EQUUS does not outsource any of its services – all work is done here in the USA, by us.
Looking beyond the numbers
By helping clients identify not just their accounting and bookkeeping needs, but their overall business requirements, EQUUS is better able to analyze and anticipate the financial ramifications of business decisions throughout the client company, meaning fewer surprises down the road.
Leading edge technology
EQUUS utilizes proven systems and technology tools for managing client accounting and bookkeeping engagements. With automated processes and a cloud-based accounting portal, delivery times are expedited, our response time to client inquiries is faster, and data accuracy is ensured throughout every step of the process.
Seamless liaison with CPA
Constantly changing tax codes and state and federal regulations make tax accounting a full-time challenge. EQUUS would rather devote time and resources to helping you manage yours, and therefore we strive to work seamlessly with your CPA, or we will help you select one that is suited to your needs.
Nanci Jo is a business owner’s rarest bird…a trusted financial professional. Her work is accurate, produced timely and quickly illustrates the areas of financial strength and weakness. Backed by her team at Equus, Nanci Jo can provide accurate and timely accounting so you can see your business thrive.
Nanci Jo Barnett
Nanci Jo graduated with a Bachelors degree in Accounting from UMass Dartmouth. Coming from a family of entrepreneurs, small business is in her blood. She is naturally in tune with the needs of small business owners, while also having the experience of working with national retailers with multi-million dollar sales. Nanci Jo has completed the QuickBooks Online and Desktop Certifications and can provide strategic insights to help grow your small business.
Equus got its name from Nanci Jo’s love of all things horses. She started riding at age 12 when she received her first pony, continued riding and competing through college, and still rides today, receiving her last horse as a 40th birthday present.
Now that she is a small business owner herself, Nanci Jo has the freedom to do the work she loves, helping other small businesses, without compromising time with her family. She loves to go camping and spends many vacations exploring new parts of the country in the family camper with her husband Jason, their two kids Kevin and Charlotte, and their two dogs, Harry and Zeus.
Equus Outsourced Accounting
Give us a call at 617.416.5492 or email us using the form below. Operators are standing by!