Maximizing your Financial Potential
Expert Bookkeeping & Accounting Services to Help You Achieve Your Goals
Expert Bookkeeping & Accounting Services to Help You Achieve Your Goals
We specialize in helping businesses of all sizes achieve financial success through expert accounting and financial management services for profit and non-profit businesses. Let us help you take your business to the next level.
Equivalent Financial Services provides comprehensive bookkeeping and accounting services to businesses of all sizes. Our services include bookkeeping, payroll processing, financial statement preparation, and more. We offer a complete solution to manage your finances.
Our team consists of experienced professionals who have worked with businesses in various industries. Our experts are equipped with the latest knowledge and tools to provide accurate and reliable bookkeeping services to our clients.
We understand that accounting can be overwhelming for many business owners. That's why we offer simplified accounting solutions that are easy to understand. We provide regular reports and updates to keep our clients informed about their financial status.
Sometimes a business owner just gets too busy running their business to keep up with the daily bookkeeping and it falls behind. My firm can get you caught up and back on track.
Monthly services include bank and credit card transaction categorizations, monthly reconciliations, and Financial Reports sent to your inbox, availability for questions, and tax ready books.
We’re well-versed in the specificity of nonprofit financial management and how it differs from for-profit sector accounting needs. This gives us a unique understanding of how to most effectively get your finances in order, manage audits and track funds (including grants).
Sometimes you or your in house bookkeeper or office manager just needs a bit of guidance in certain areas. Equivalent Financial Services offers personalized Training Sessions in person or via Zoom.
We also provide bookkeeping services to CPA firms, Tax Preparation Firms, and Accountants as an Independent Contractor. Learn more below.
1099-NEC and 1099-MISC E-filing, new file set-ups and payroll set-up via QuickBooks Online Payroll or Gusto. Well versed in multiple payment processing platforms - Stripe, PayPal, Square, ect.
Are you looking for Subcontractor Bookkeeping Services? We specialize in multi-year QuickBooks Online clean ups!
Let Equivalent Financial Services take over the time consuming tasks of cleaning up your clients' books or performing routine reconciliation tasks!
Equivalent can help. First step is to contact us.
I am an East Coast based, dedicated, and experienced bookkeeper with a passion for helping businesses maintain accurate financial records and simplify their bookkeeping processes.
With over two decades of experience, I am an accounting strategist with a demonstrated history working in various roles in business and back-office management. During those years, my focus has always been on the accounting side, having worked in roles from office manager to controller for small to mid-sized businesses. I am well versed in a variety of for-profit, non-profit and high-net-worth individual clients including retail, trade, and ecommerce businesses.
I take pride in my work and strive to provide accurate and reliable financial information to support decision-making processes. I am committed to staying updated on the latest advancements in bookkeeping and continually improving my skills.
When I am not working, you can find me outdoors playing with my granddaughter, visiting family in Montana, touring a new National Park far away or somewhere in the mountains of New Hampshire continuing to fill my soul with my love of nature and hiking often with my dog, Boo Radley.
Equivalent Financial Services LLC
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