Equity Chartered Accountants has developed a culture and values which ensure a mutually beneficial relationship between our clients and our people that ensures client service excellence is an integral part of the way we do business.
Audit and Assurance
We follow a cycle-based audit approach. Effectively what this means is that there will not be one audit program for revenue, and another for receivables, but rather one audit program that includes procedures for both revenue and receivables.
Our professional staff in the audit unit, gather information during the auditing process to understand fully the client’s business, internal controls and risk spectrum to make appropriate audit decisions and our financial advisory experts deliver perfect diagnostic tests. Our methods help our clients achieve their targeted demand for enhanced accountability. We do our job closely with our client’s involvement, and also independently. We do encourage open communication.
Financial Advisory and Consultancy
As a reputable professional services firm, our goal is to use our knowledge and expertise to help boost our clients’ financial performance and growth. At Equity, we believe that implementing the best strategies on clients’ feasibility studies, business plans and project evaluations are essential to achieving their financial goals. We conduct in-depth research, draft convincing and actionable business plans and evaluate their projects for better optimization.
Outsourced Accounting and Bookkeeping
Focus on growing and leave the books to us.
Do you love paying bills and reconciling bank accounts each month? We do. Our outsourced bookkeeping and accounting services keep you focused on what you do best (operating and growing your business) while we focus on what we do best (delivering accurate and detailed financials every month).
Taxation and Regulatory
Tax essentials, all in one place.
We help businesses optimize tax strategy and get returns prepared right and on time. Our proactive approach to tax strategy means we will go beyond traditional planning to save your business money over time.
Corporate Secretarial
Our professional and experienced team can provide corporate secretarial services to your company. Our services include:
Equity Chartered Accountants acting as Company Secretary for your Company
Prepare and filing of Annual Returns and all other corporate secretarial documents with the Registrar of Companies office.
Business registration and deregistration. Provide advisory service on your company’s secretarial matters.
Virtual Office
Central is considered Trinidad’s second main business district. Leading names in the banking, accounting legal and the corporate worlds can be found here.
Our convenient office is located opposite First Citizens Bank at #4 Market Street, Chaguanas.
Our address can be used as the registered office for your company.
Our address can be used as the correspondence address for your company. Mail receiving with email notification.
Fintech Business Support
Business Process Review, Cyber Resilience Auditing, Cloud Ultra High-Performance Supply Chain Business Solutions, Accounting ERP / CRM Application Implementation and Support Services. Our Fintech capabilities are increasing every day.
Outsourced Payroll Management
Whether you have a small salaried staff working from a single office or a multi-location business with high staff turnover and a mix of compensation plans, your most basic needs are the same: payroll and related functions need to be done on time and right, without you having to worry about it. Every Equity payroll service plan starts with that core promise and builds an operational plan to meet your business’s precise needs.
Outsourced CFO
Outsource your finance department and get the deep financial guidance you need to take your business to the next level. With the help of one of our fractional CFOs, you’ll have everything necessary to make informed key financial decisions.
Enjoy the benefits of senior-level strategic insight while minimizing the expense of hiring a long-term CFO.
Training and Other Services
We provide one on one and group training in the following areas:
- IFRS Training and Implementation
- Accounting Software Training and Installation (Sage, QuickBooks, MoneyWorks, etc)
- Training on fixed asset register preparation
- Basic Statutory filing at month end
- Tax planning for tax avoidance
- Other general & customized training
Basis of Our Professional Charges
Our professional charges are normally fixed and covers fee and incidental expenses (reimbursable expenditure). The charge is based on the volume of transactions, time to be spent, the intricacies and the skill levels of the personnel to be deployed on each assignment.
Our fees are normally open to negotiation subject to further information and discussions on the actual scope of works to be done.
For the years I’ve known Equity Chartered Accountants, I’ve found their service to be very reliable & trustworthy. One can rest assured of excellent & professional work with this company.
— Gloria, Trinidad and Tobago
Equity is by far the most professional proactive and supportive chartered accounting firms our company has ever dealt with. They are quick, efficient and very helpful. Working with them has given our establishment a sense of security, knowing there’s always quality advice on hand as our business grows and we have to make more decisions. Will highly recommend their services to others.
— Sheromanie, Trinidad and Tobago
Memberships
Partners
