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Professional Tax and Bookkeeping Services

From monthly tax and bookkeeping to year-end prep, we handle the numbers so you can focus on growing your business.

About EquivoraFinancial

Connecticut-based tax and bookkeeping professionals dedicated to helping small businesses achieve financial clarity and peace of mind.

🏢 Est. 2026 📍 Connecticut, CT 🤝 Locally Owned
EquivoraFinancial Team & Strategy

Dedicated Advisory Support

Empowering small business owners across Connecticut with reliable financials.

Our Mission

"To deliver precise, timely tax and bookkeeping that empowers Connecticut small‑business owners with the financial clarity and confidence they need to make smart decisions and grow their companies."
100+
Businesses Served
98%
On-Time Delivery
24hr
Response Time

Our Core Values

Accuracy First
🎯

Accuracy First

Every number reconciled, every transaction categorized correctly. No shortcuts, no guesswork.

Plain English Communication
💬

Plain English

No jargon, no confusing reports. We explain your finances in terms you can understand and act on.

Connecticut Values
🤝

CT Values

Honest, reliable, and hardworking. We treat your business like our own and your success as priority.

Technology + Touch
⚙️

Tech + Touch

Modern cloud tools for speed, personal human expertise for absolute confidence.

Core Practice Services

Comprehensive solutions structured to satisfy regulatory compliance, optimize tax exposure, and drive operational transformation.

Monthly Bookkeeping

Monthly Bookkeeping

Bank reconciliations, transaction categorization, and monthly financial statements delivered on time.

✅ What You Get

  • Bank & credit card reconciliation
  • Transaction categorization
  • P&L, Balance Sheet, Cash Flow statements

⏰ Timeline

Monthly delivery by the 15th, guaranteed

Clean Up and Catch Up

🧹 Clean-Up & Catch-Up

Fix months or years of backlog, uncategorized transactions, and messy chart of accounts.

✅ What You Get

  • Backlog months/years cleanup
  • Uncategorized transaction review
  • Chart of accounts reorganization

⏰ Timeline

2-6 weeks depending on complexity

Setup and Migration

⚙️ Setup & Migration

QuickBooks Online, Xero, or Zoho Books setup with custom chart of accounts and integrations.

✅ What You Get

  • Software setup & configuration
  • Custom chart of accounts design
  • Bank & credit card connections

⏰ Timeline

1-2 weeks setup, 2-4 weeks migration

Specialized Expertise for Your Industry

We don't just handle your books—we understand your business model, cash flow patterns, and unique tax requirements.

Trucking Industry

🚛 Owner-Operator Trucking

Pain Points Solved:

  • Fuel receipts scattered everywhere
  • IFTA reporting headaches
  • Per-diem calculations unclear
eCommerce

📦 eCommerce & Online Stores

Pain Points Solved:

  • Platform fees eating margins
  • COGS calculation confusion
  • Multi-platform reconciliation

Real Results

Owner-Operator Trucking Results

Owner-Operator Trucking

$8,000 Additional Tax Savings

Automated fuel categorization, set up proper per-diem tracking, created route profitability reports.

eCommerce Platform Results

eCommerce Platform

50% Reduction in CPA Fees

Automated Shopify reconciliation, proper COGS setup, integrated inventory management.

Contractor Services Results

Contractor Services

Job Profitability Clarity

Set up job costing system, created project profitability dashboard, implemented cash flow forecasting.

Financial Tech Stack & Tools

We leverage industry-leading financial software to automate workflows and deliver real-time metrics.

QuickBooks Online

QuickBooks Online

Cloud Accounting
Xero Accounting

Xero Accounting

Smart Business Tools
Zoho Books

Zoho Books

Finance Platform
Bill.com

Bill.com

AP & AR Automation
Gusto Payroll

Gusto

Payroll & HR
ADP Workforce

ADP Workforce

Enterprise Payroll
Stripe Financials

Stripe

Payments & Financials
Expensify

Expensify

Expense Tracking

Resources & Insights

Tools, guides, and articles designed to assist you in navigating tax planning and financial management.

Year-End Tax Planning Guide

Year-End Tax Planning Guide

Actionable tax minimization strategies to review before the close of the current fiscal year.

Download Guide →
Bookkeeping Checklist

Bookkeeping Checklist

A comprehensive daily, weekly, monthly, quarterly, and year-end checklist to keep your books tax-ready.

Download Checklist →
Tax Calendar & Deadlines

Tax Calendar & Deadlines

Key federal and state tax filing deadlines for S-Corps, C-Corps, LLCs, and sole proprietorships.

Download Calendar →
Transparent Pricing

Simple, Flat Monthly Rates

No unexpected hourly charges. Choose the tier that matches your business size and complexity.

Estimate Your Monthly Plan

Estimated Monthly Fee

$299

Includes monthly reconciliation, financial reports, and dedicated email support.

Starter

Sole proprietors & micro-businesses

$199/mo
  • ✔ Up to $10k monthly expenses
  • ✔ 2 bank/credit card accounts
  • ✔ Monthly P&L statement
  • ✔ Email support
Most Popular

Growth

Growing small businesses & truckers

$349/mo
  • ✔ Up to $50k monthly expenses
  • ✔ 4 bank/credit card accounts
  • ✔ Full financial package (P&L, BS, Cash Flow)
  • ✔ Quarterly tax estimation data
  • ✔ Priority email & phone support

Pro

eCommerce & multi-channel entities

$599/mo
  • ✔ Up to $150k monthly expenses
  • ✔ Unlimited accounts
  • ✔ Multi-channel sales reconciliation
  • ✔ Inventory & COGS tracking
  • ✔ Monthly advisory video call

Custom

Complex or high-volume businesses

Custom
  • ✔ Custom expense volume
  • ✔ Catch-up / back-log cleanup
  • ✔ Custom reporting cadence
  • ✔ Dedicated account manager