Equil meets your business where it’s at.

Start-Up

  • Accounting / bookkeeping

  • Policies and procedures development

  • Financial models

  • Cash flow modeling and forecasting

  • Tax planning and compliance

Growth

  • Interim CFO

  • Outsourced finance staff

  • GAAP compliance

  • Debt/equity management

  • Financial reporting packages

  • Policies and procedures enhancement

Maturity

  • Outsourced finance staff (FP&A, Accounting, Tax)

  • Treasury support

  • Close process improvements

  • Technical accounting research & support

  • Forecast & business planning transformation

Post-Maturity

Renewal / Steady-State / Exit

  • Interim management

  • Tax planning and valuation review

  • Financial models and forecast transformation

  • Treasury support

WHAT SETS US APART

  • Cost-Effective: Our services are significantly cheaper than hiring full-time finance professionals.

  • Tailored Solutions: We work with you to develop financial procedures that perfectly suit your business needs.

  • Focus on Core Business: By outsourcing your finance tasks, you and your team can focus on running your day-to-day operations and achieving your strategic goals.

  • Broad Expertise: Our team has extensive experience working with businesses from a wide range of industries.

    • FINRA rules & regulations

    • FOCUS filings

    • Exchange Act Rule 15c3-1 (Net Capital Rule)

    • Subordinated loan agreements

    • Return-on-Asset based forecast/models

    • Merger & acquisition support

    • Outsourced accounting/bookkeeping

    • Tax strategies

    • Revenue recognition

      • Shipments

      • Services

      • Implied warranty obligations

      • Advanced payments

    • Cost accounting

      • Direct costs

      • Indirect costs

      • Costing methods

    • Inventory management

    • Capital expenditure management

    • Product warranties

    • Outsourced accounting/bookkeeping

    • Tax planning and compliance

    • Revenue recognition

      • Time and Materials

      • Fixed-Fee

      • Retainer Fees

    • Cost management

    • Margin and utilization analysis

    • Project forecasting and tracking

    • Outsourced accounting/bookkeeping

    • Tax planning

    • Revenue recognition

      • Subscriptions

      • Deferred revenue

      • Bundled offerings

    • Customer acquisition costs

    • Customer retention and churn

    • Software development costs

    • Key performance indicators

      • Annual recurring revenue

      • Average revenue per user

    • Tax planning and compliance

    • Revenue recognition

      • Premium income

      • Unearned premium reserve

    • Claims and loss reserves

      • Claims expenses

      • Loss reserves

      • Claims development

    • Investments

    • Tax considerations

Industries We Work With

We collaborate with industry leaders to drive financial success and provide the clarity needed for strategic growth. Our expertise spans multiple sectors, helping businesses optimize results and navigate their financial landscape with confidence.