1. Financial Due Diligence

We collaborate with independent consulting firms and investors globally to assist in end-to-end execution of financial due diligence for their clients and targets. We understand the deal closing pressure – with our outsourcing capabilities, we ensure quality deliverables with quick turnaround.

Services Offered:

  • Preparation of IRL (information requisition list)
  • Databook preparation
  • Preparation of valuation considerations (EBITDA, Net working capital and Net debt)
  • Analysis of sales, cost of goods/services, gross margin and payroll etc.
  • Report writing
  • Summarizing the contracts
  • Other related services

Any other assistance? Get in touch with us here

financial due diligence outsource

2. Audit Outsource

With our team of qualified and experienced professionals, we at EquiWealth are here to help you meet the stringent audit deadlines.

Services Offered:

  • Audit planning – including risk assessment, determination of materiality and designing of audit procedures in accordance with the risk assessment of the entity
  • Preparation of audit requirement list
  • Testing of internal control over financial reporting
  • Substantive audit procedures
  • Balance confirmations and tracking of responses
  • Analytical review of financial statement
  • Internal consistency and proof reading of the financial statements

Any other assistance? Get in touch with us here

3. Accounting & Bookkeeping

Still stressing with the dilemma of managing your accounts? No further. You focus on increasing the business while we manage the routine tasks for you. We at EquiWealth provide holistic solutions for each of your bookkeeping, accounting & reporting needs with our 24-hour uninterrupted service solutions team.

Services Offered:

  • Bookkeeping
  • Cloud Accounting
  • Accounts Payable
  • Accounts Receivable
  • Financial Reporting
  • Trial Balance Adjustments
  • Preparation of Financial Statements
  • Financial Statement Analysis
  • Payroll Processing
  • Cash Flow Statements
  • Ledger Review
  • Compilation Engagement / Notice to Reader
  • Review Engagement
  • HST/GST filing and review
  • Preparation and filing of Tax slips
  • Drafting Risk Control Matrix
  • Budget and Variance Analysis
  • Ratio Analysis
  • Preparation of Accounting Manual and Process Notes
  • Reconciliation Services

         

Any other assistance? Get in touch with us here

We are proficient in following softwares:

Quickbooks software

Quickbooks

oracle netsuite software

NetSuite

xero software

Xero

sage software

Sage

4. Virtual CFO

Our Virtual CFO services are designed to provide growing businesses with strategic financial leadership — without the overhead cost of a full-time, in-house CFO. We partner with you to offer end-to-end financial management, insights, and advisory that help you scale with confidence.

Services Offered:

  • Strategic Financial Planning
    Budgeting, forecasting, and long-term financial strategy aligned with your business goals.
  • Cash Flow Management
    Monitoring, planning, and improving cash flow to support sustainable operations and growth.
  • Financial Reporting & Analysis
    Preparation and interpretation of financial reports, management dashboards, and key performance indicators (KPIs).
  • Cost Optimization & Profitability Analysis
    Identifying cost-saving opportunities and improving overall business profitability.
  • Accounting Oversight & Controls
    Ensuring accurate bookkeeping, timely closings, reconciliations, and strong internal controls.
  • Fundraising Support
    Assistance with pitch decks, investor presentations, financial models, and due diligence readiness.
  • Board & Investor Reporting
    Preparation of customized reports for board meetings, investor updates, and stakeholder communication.
  • ERP & Systems Advisory
    Recommending and helping implement scalable financial systems and tools for automation and efficiency.

Any other assistance? Get in touch with us here