Get to know us
Who We Are
While we use the accounting profession’s term “clients”, Equitus’ Focus is our partnership with the entrepreneur, their family and business(es).
We Focus on the Family Enterprise Office to help entrepreneurs and their families achieve their personal and business aspirations using tailored business solutions and a deep understanding of you and your business. Our Focus is on you and offering multi-disciplinary services to achieve your financial goals. We understand that business continues to evolve and that timely, accurate and understandable financial information and advice are essential to keep pace with the evolution. Equitus is Focused on providing the Family Enterprise Office with the information and advice required to navigate an ever-changing business landscape.
What We Do
We provide a full suite of services for the Family Enterprise Office, including:
Accounting and Assurance
- Compilation and Reviews
- Bank and other periodic reporting
Tax
- Corporate reorganization
- Trust and Estate Planning
- Corporate tax (T2) filing
- Personal tax (T1) filing
Advisory
- Valuation and litigation support
- Financial Forecasting
- Profit and Cash Flow Optimization
- Business Plans
Controllership
- Cloud Accounting
- Record/Bookkeeping
- Payroll
- Periodic compliance filings
- Accounting Automation
Our Mission
Our mission is to work with clients to achieve personal and business goals through our comprehensive service and holistic understanding of your needs. We partner with you to Focus on your future. Together.
Your success is our success.