Equility Services
Accounting help that fits how you work.
Need an extra set of hands at month-end, a guide while you run your own books, or a team to take accounting off your plate entirely? Our US-based accountants work inside Equility's automation, so your books close accurate and on time, with many tasks done in as little as two days.
- US-based team
- Built on QuickBooks Online
- Trusted by 500+ accounting professionals
- 10,000+ reconciliations completed
Three ways to work with us. One standard of accuracy.
01 · For accounting firms
Overflow support for your firm
Behind on reconciliations or catch-up work? We plug into your workflow, deliver under your name, and hand it back ready for review.
Get overflow help02 · For hands-on owners
Expert backup for your DIY books
You keep control of your books. We fix what's stuck, review what you've done, and show you how to keep it clean.
Get a book review03 · For owners who want it handled
Your books, start to finish
We handle the bookkeeping, reconciliations and month-end close, so you get accurate financials without lifting a finger.
Hand off my booksNot sure which fits? Most clients start with one and shift as they grow. We'll help you pick on a free 30-minute call.
01 · For accounting firms
Your clients stay yours. The backlog doesn't.
Busy season, a staffing gap, a client who sends twelve months of statements at once. When the work piles up faster than your team can clear it, Equility is the overflow capacity you can call on without hiring. Our US-based bookkeepers work in your clients' QuickBooks files, follow your standards, and return reconciled, review-ready work on your deadline, sometimes in as little as two days.
What you can hand us
- Bank and credit card reconciliations, including multi-month catch-up
- Payroll reconciliations
- Depreciation and amortization entries
- E-commerce data entry (Shopify, Stripe and marketplace payouts)
- Pre-review cleanup: undeposited funds, misclassified transactions, balance sheet checks
Why firms trust us with their clients
The work posts under your name.
We work directly inside Equility, so every change pushed to QuickBooks is made under your firm's name. Your clients see your work, not ours.
Every match comes with its evidence.
You review exceptions and the reasoning behind each match, not a black box.
Pay for the work, not a headcount.
Scale up for crunch time and back down after, with no hiring or training. Pricing starts at $45/hr, or ask about value-based pricing.
Tell us the task, the number of accounts and your deadline. We'll agree on a turnaround that works for you before we start.
02 · For hands-on owners
Keep doing your own books. Just don't do them alone.
You know your business better than anyone, and running your own books keeps costs down and keeps you close to the numbers. But some jobs eat a whole weekend: a reconciliation that won't balance, three months of transactions to catch up on, a balance sheet that just looks off. Bring us in for exactly what you need, and stay in the driver's seat for everything else.
A
Get unstuck.
We find why a reconciliation won't tie out and fix it.
B
Catch up fast.
Behind by a few months? We clear the backlog so you can pick up from a clean starting point.
C
Get a second set of eyes.
We review your QuickBooks file before month-end or tax time and flag what needs fixing.
D
Learn as we go.
We show you what we changed and why, so next month is easier.
E
Use the same tools we do.
Run your own reconciliations with AutoRec and Financial Review for $15/month, and call us when you want backup.
No contract, no minimum. Book help one task at a time, starting at $45/hr.
03 · For owners who want it handled
Hand us the books. Get back to the business.
You didn't start a company to categorize transactions. With full-service accounting, Equility runs your books from start to finish: bookkeeping, reconciliations, month-end close and a clear picture of where you stand. You get accurate financials on a predictable schedule and a team you can actually reach.
Already work with a CPA? We can handle your tax filing too, or keep your books clean all year and hand your CPA exactly what they need. Your call.
Start with a free consultation. Pricing starts at $45/hr, with value-based pricing available if you prefer a set price.
What's included
- A dedicated US-based accountant who knows your business
- Bookkeeping and transaction categorization in QuickBooks Online
- Accounts payable and accounts receivable
- Payroll processing and payroll reconciliations
- Monthly bank and credit card reconciliations
- Depreciation, amortization and other month-end entries
- Automated financial review of assets, liabilities, equity and undeposited funds before every close
- Monthly financial statements with dashboards that explain the numbers in plain English
- Tax filing
How we deliver: people plus Equility
The software does the heavy lifting. Our accountants make sure it's right.
Every engagement, for every client type, runs on the same Equility platform that hundreds of accounting professionals use to close faster. Automation handles the bulk of the bookkeeping in minutes, and our accountants review every result like a senior team member would, filling in the gaps wherever they are. That's how we stay fast without cutting corners.
Connect.
We link your bank and card feeds through Plaid, or convert PDF statements with our File Converter. No manual data entry, no copy-paste errors.
Automate.
Equility automates the everyday bookkeeping: categorizing transactions, matching bank activity to your QuickBooks general ledger, reconciling accounts and flagging anything unusual, with the evidence behind every result. Up to 95% of transactions reconcile with no manual review.
Review.
Our accountants work the short exceptions list: missing entries, duplicates, miscategorized transactions. Then Financial Review checks depreciation, undeposited funds, assets, liabilities and equity for errors before they reach your statements.
Deliver.
Clean entries go back to QuickBooks, and you get reconciled, review-ready books with a clear record of what we changed.
Up to 95%
of transactions auto-matched
Up to 8×
faster month-end close
As little as 2 days
for many tasks
Every match explained
nothing posted on a guess
Faster isn't a trade-off for accuracy here. Because the software checks every transaction, our people have time to check what matters.
Pick one task or the whole close.
Every service is available as a one-off project, ongoing support or part of full-service accounting.
- Account reconciliations
- Bank and credit card accounts tied out to QuickBooks, with every match documented
- Catch-up and cleanup
- Months (or years) of backlog brought current, from a clean opening balance
- Payroll reconciliations
- Payroll provider reports matched to wages, taxes and liabilities in the GL
- Depreciation and amortization
- Schedules built or updated and entries posted, so expense ties to accumulated balances
- E-commerce data entry
- Shopify, Stripe and marketplace payouts split into sales, fees and refunds
- Financial review
- Balance sheet health check covering undeposited funds, assets, liabilities and equity
- Month-end close
- The full close, start to finish, on a schedule you set
Trusted by bookkeepers and business owners alike.
- US-based team
- Built on QuickBooks Online
- Integrates with Plaid, Shopify and Stripe
Questions, answered.
Something else on your mind? Ask us on a free call.
However much help you need, start with one conversation.
Tell us where your books stand and what's on your plate. In 30 minutes we'll recommend the right level of support, whether that's one task, ongoing backup or the whole close. No pitch deck, no pressure.