Close the finance gap in your business and increase profits with Equil.

Solutions

Fractional CFO

Craft a Winning Financial Strategy - Boost Profitability and Achieve Your Business Goals

Accounting

Empower Data-Driven Decisions - Streamline Financial Tracking and Reduce Risk

Tax

Unlock Maximum Savings - Small Business and Personal Tax Optimization Strategies & Compliance

Family Office

Simplify & Secure Your Wealth -Comprehensive Concierge Services for High-Net-Worth Families

Testimonials


Created efficiencies that allowed us to keep the team small and focus on growing revenue.
— Senior Accounting Manager
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
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
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