Financial Clarity Starts Here.

Simplify your financials and focus on what matters most.

HELPING YOU TO FOCUS ON YOUR WHY, NOT THE HOW

Are you a small business owner overwhelmed with financial tasks? A midsize company seeking a smarter financial strategy? Or an advisor in need of reliable bookkeeping support?

You’re in the right place. Let’s simplify your finances so you can focus on what truly matters.

“The team at Equil quickly grasped our complex processes, boosting efficiency and accuracy within a month. They’re a fantastic asset to any business.”

-Sr. Director, Financial Ops & Revenue

Your Path to Simpler Financial Management

Whether you’re a small business or a growing company with complex financial needs, we’re here to ease the burden. Explore our services designed to keep your finances on track and your goals within reach.

Corporate Finance Guidance & Support

Big decisions, tight timelines, and no room for guesswork? We’re the trusted partner you need. From major projects to everyday strategy, we’re here to help you move the needle without the full-time price tag.

Strategic Bookkeeping

Consider us your financial safety net. We keep your records organized, align tax strategies, and ensure no detail is overlooked. Focus on what you love—we’ll take care of the books.

Family Office Services

We act as your family’s financial hub, working closely with your team to provide personalized expertise, custom strategies, and seamless concierge services. Our goal is to help preserve and pass on your wealth successfully to future generations.

You’ve Got Choices—So Here’s Why You Might Choose Us

It’s the combination of the below that makes working together a win. Expect clear answers, real support without wasted time, and people who are not only good at what they do but are genuinely enjoyable to work with.

  • Straightforward Solutions: No fluff, no jargon—just clear actionable steps that make sense.

  • Decades of Expertise: Benefit from nearly 20 years of tackling complex financial challenges.

  • Tailored Support: Solutions designed around your unique goals and challenges.

  • Focused on Results: Everything we do is geared toward creating real impact for your business.

  • Authentic Partnership: Work with a team that’s transparent, supportive, and committed to your success.

If this sounds like your kind of partnership, let’s talk.

What Our Clients Say

  • Boosted accuracy and efficiency!

    “A fantastic asset! Keith quickly grasped our complex ASC 606 and Oracle Revenue processes, boosting efficiency and accuracy within a month. He is a pleasure to work with, tackles both high-level analysis and tedious tasks with a positive attitude. His hybrid experience from public accounting and corporations makes him a valuable resource for both accounting and business issues. I truly appreciate his ability to take initiative, collaborate, and keep me informed.”

    - Sr. Director, Financial Ops & Revenue

  • Hundreds of thousands in cost savings!

    “Developed a foundation for the tax department resulting in hundreds of thousands of dollars of cost savings to our organization.”

    - V.P. of Treasury, Tax & Payroll

  • Hardworking with integrity!

    “I have known Keith and Christina for 10 years. They are extremely intelligent and hardworking. I can unequivocally recommend them for any financial and family assistance. Their advice is always level-headed and straightforward, free from any external influences that might compromise its integrity.”

    - Ultra-High-Net-Worth Family

  • Stepped in when needed!

    “Was able to step in and lead the finance group when we were going through transition, and in need. Keith created efficiencies that allowed us to keep the team small, get through high pressure monthly closes, and allow the executive management to focus on corporate strategy.”

    - Senior Accounting Manager

Let’s Chat About Your Business.

We’re here to help you take control of your finances — stress-free. Get in touch today, and let’s explore how we can work together to achieve your goals.