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900+ projectsAccounting teams for Canadian businesses and CPA firms

Reliable accounting, without the overhead.

Equara Partners keeps the books, payroll and reports for small and medium businesses across Canada, and gives CPA firms dedicated offshore accountants and teams. Trained on Canadian rules, working in your software.

Book a 20-minute discovery call See what we take on
  • Canadian tax and CRA forms
  • Overlap with Eastern time
  • NDA before any file is shared

Illustration. Client names are examples.

900+Client projects delivered
250KHours of bookkeeping, payroll and tax work
99%Work success rate
5+Years in practice
7Regions served worldwide
Services offered in
  • Canada
  • USA
  • United Kingdom
  • Ireland
  • Australia & NZ
  • UAE
  • India
Clients we've worked with
DeloitteZee StudiosEssel Vision ProductionsInnvolution

Two ways we help

Whether you run a business or an accounting practice, you get trained people who know Canadian rules, without the cost of hiring locally.

For small and medium businesses

We keep your books current, run payroll, file sales tax and send monthly reports you can actually use to run the business.

Restaurants and foodRetailTrucking and logisticsConstruction and tradesReal estateHealthcare and dentalProfessional servicesE-commerce
Services for businesses

For CPA firms

Add a dedicated accountant or a full team that works only on your files, follows your checklists and hands you work ready for review.

  • A dedicated full-time accountant
  • A team for T1 and T2 season
  • Year-end working papers
  • The same people, year after year
Talk about dedicated staff

Certified, secure and fluent in your software

Independent certifications and memberships, plus hands-on experience in the platforms our clients already run on.

Certifications and memberships

ISO 9001:2015 certified
ISO/IEC 27001:2013 information security
QuickBooks Certified ProAdvisor
Xero Certified Advisor
Bill.com certified
Sage Line 50 Accounts
The Association of International Accountants
NASSCOM member
TiE Global
BNI

Software we work in

QuickBooks
Xero
Sage
Oracle NetSuite
FreshBooks
Wave
A2X
AppFolio
Buildium
Restaurant365
IRIS Keytime

What we take off your plate

Day-to-day accounting for businesses, and preparation work for CPA firms, across the whole year.

Bookkeeping and monthly close

Bank and credit card reconciliations, AP/AR, accruals and month-end packages your clients can actually read.

  • QBO, Xero, Sage
  • Clean-up and catch-up work

Personal tax (T1)

T1 preparation from slips and source documents, including rental, self-employment and foreign-income schedules.

  • T776, T2125, T1135
  • Peak-season overflow

Corporate tax (T2)

T2 returns with GIFI, schedules and provincial forms, prepared from your trial balance and adjusting entries.

  • Schedule 1, 50, 125, 100
  • Small business deduction checks

Year-end working papers

Compilation (CSRS 4200) and review-engagement files built to your firm's templates.

  • Lead sheets and tie-outs
  • Draft financial statements

Payroll and remittances

Payroll processing, source deduction remittances, T4 and T4A slips and year-end summaries.

  • PD7A reconciliations
  • ROE preparation

GST/HST and QST

Sales tax returns on monthly, quarterly or annual cycles, with ITC support schedules kept on file.

  • Quick method reviews
  • Filing calendar tracking

Who this suits, and who it doesn't

We'd rather tell you now than waste your time.

A good fit if you…

  • Run a small or medium business in Canada with regular monthly transactions
  • Run a CPA or accounting firm that needs more trained hands
  • Use cloud accounting software, or are happy to move to it
  • Want the same people on your work, year after year

Probably not a fit if you…

  • Need a one-off return done by tomorrow with no context
  • Need someone on site in person every week
  • Aren't able to give remote access to your software or documents

Common questions

How do you keep client data secure?

Everyone signs an NDA before any file is shared. We work inside your systems through the access you control, so client documents stay in your environment. You can switch access off at any time. Our security page covers the details.

Do your accountants know Canadian tax?

Yes. Our team prepares Canadian returns and works with CRA forms, provincial schedules and Canadian accounting standards for private enterprises. During your pilot we'll prepare a few files so you can judge the quality yourself.

What about the time difference?

We schedule working hours to overlap with your mornings in Eastern time, and most files move overnight so they're waiting when you start your day.

Can we start small?

Yes. Most firms start with a short paid pilot on a handful of files. If it works for you, we move to a dedicated resource or a per-file arrangement.

Do you work with businesses directly, or only with accounting firms?

Both. We keep the books for small and medium businesses directly, and we provide dedicated staff and teams to CPA firms. When we work for a firm, we stay behind your firm's name and only contact your clients if you ask us to.

See how much you could hand off.

Tell us about your business or firm and we'll suggest a starting point that fits your workload.

Book a discovery call
Home / Services

Accounting work, done the way you need it.

Pick the services you need now and add more as you grow. Businesses get finished books and reports. CPA firms get dedicated staff and files ready for review.

Bookkeeping and monthly close

Ongoing bookkeeping for your clients, closed on a schedule you set.

  • Bank, credit card and loan reconciliations
  • AP/AR processing and ageing reports
  • Accruals, prepaids and month-end entries
  • Catch-up and clean-up projects

Personal tax (T1)

Returns prepared from client documents and handed back with a review summary.

  • Employment, investment and pension income
  • Rental (T776) and self-employment (T2125)
  • Foreign property (T1135) and RRSP/FHSA
  • Family and couple returns

Corporate tax (T2)

T2 returns for owner-managed businesses and holding companies.

  • GIFI mapping and schedules
  • Provincial corporate forms
  • Shareholder loan and dividend tracking
  • Instalment calculations

Year-end working papers

Files built to your firm's templates and standards.

  • Compilation (CSRS 4200) engagements
  • Review-engagement support
  • Lead sheets, tie-outs and adjusting entries
  • Draft financial statements and notes

Payroll and remittances

Payroll processing for your clients, with year-end handled.

  • Regular payroll runs
  • Source deduction remittances
  • T4, T4A and summaries
  • ROE preparation

GST/HST, PST and QST

Sales tax compliance on whatever cycle your clients file.

  • Return preparation and ITC schedules
  • Quick method assessments
  • Filing calendar and reminders
  • Reconciliation to the general ledger

Ways to work with us

Every arrangement can start with a short paid pilot. We'll quote once we understand your workload.

For businesses

Monthly plan

A fixed monthly fee for your bookkeeping and reporting.

  • ✓ Bookkeeping and reconciliations
  • ✓ Monthly P&L, balance sheet and cash flow
  • ✓ Payroll and sales tax as needed
Get a business quote
For CPA firms

Dedicated staff or team

Full-time accountants who work only on your files.

  • ✓ One accountant or a full team
  • ✓ Learns your clients and checklists
  • ✓ Backup cover during leave
Talk about dedicated staff
Seasonal

Per-file

Pay for completed files when volume comes in waves.

  • ✓ Ideal for T1 and T2 peaks
  • ✓ Agreed price per return type
  • ✓ Scale up or down each season
Get per-file pricing

Not sure which service to start with?

Most firms begin with whatever is causing the most overtime. We'll help you pick.

Book a discovery call
Home / How it works

From first call to files on your desk.

A clear onboarding path so your team knows exactly what to expect, and when.

Discovery call

We learn your firm size, software, file types and where the pressure is. Twenty minutes, no prep needed.

NDA and access

We sign your NDA, agree access to your software and portal, and set up a shared tracker.

Pilot files

We prepare a small set of real files against your checklists. You review and send feedback.

Steady rhythm

We move to a dedicated or per-file setup with agreed turnaround and a weekly check-in.

What a normal week looks like

You shouldn't have to chase us. Here's the routine most firms settle into.

  • You drop files into the tracker

    Source documents go into your portal as usual. You add the file to the shared tracker with any notes.

  • We flag missing items early

    Within one working day we list anything missing so everything can be gathered in one go.

  • Files come back review-ready

    Each file arrives with a short preparer's note: open questions, judgement calls and anything unusual.

  • Weekly check-in

    A short call to clear review points, plan the next batch and adjust priorities.

Ready to try it on a few files?

We'll scope a pilot on the discovery call.

Book a discovery call
Home / Security

Your clients' data stays under your control.

Confidentiality is the first thing business owners and firms ask about. Here is how we handle it.

NDA first

A signed confidentiality agreement is in place before we see any client information. Individual team members sign confidentiality undertakings too.

Work in your environment

We prefer to work inside your systems through remote access you set up and control, so documents stay where they already live.

Named people only

Only the team members assigned to your firm get access. You know who they are, and you can remove access at any time.

Controlled workstations

Work is done on office-managed machines with password protection, up-to-date security software and restricted file transfer.

Privacy law aware

Our practices are designed with Canada's PIPEDA and India's Digital Personal Data Protection Act in mind. See our privacy policy.

Clean exit

When an engagement ends, access is revoked and any working copies we hold are deleted, with written confirmation on request.

Have a security questionnaire?

Send it over. We'll complete it before you share a single file.

Contact us
Home / About

An extension of your team, not a call centre.

Equara Partners gives Canadian businesses and accounting firms reliable accounting capacity, with the care you'd expect from your own staff.

Led by Abhijit Sharma

Abhijit founded Equara Partners to solve two problems he saw again and again: growing businesses overpaying for bookkeeping, and good accounting firms turning away work because they couldn't find trained people fast enough.

He leads client onboarding personally, so the person you speak to on the discovery call is the person responsible for getting your pilot right. His team is made up of accountants trained specifically on Canadian tax and reporting, working in the same software your firm uses.

Speak with Abhijit

How we work

Your standards, not ours

We adopt your checklists, templates and review notes instead of asking you to change your process.

Same people on your files

Continuity matters. The accountant who learns your clients this year is there next year.

Say it early

Missing documents and unusual items are flagged on day one, not at the deadline.

One named contact

Businesses get a named accountant who knows their books. CPA firms get staff who work behind the firm's name.

Let's see if we're right for your firm.

A 20-minute call is usually enough to know.

Book a discovery call
Home / Contact

Book a discovery call.

Tell us a little about your business or firm. We'll reply within one business day to set a time that suits you.

What happens next

  1. We reply within one business dayWith a few time slots in your time zone.
  2. A 20-minute callYour workload, software and where you need help most.
  3. A pilot proposalWhich files to start with, turnaround and pricing, in writing.
Working hours
Monday to Saturday, with overlap into Canadian Eastern time mornings.

Tell us what you need

Your details are used only to respond to this enquiry.

Submit
Home / Privacy policy

Privacy policy

Last updated: October 2026

1. Who we are

This policy explains how Equara Partners ("we", "us", "our") collects, uses and protects personal information through this website and in providing accounting services to businesses and professional firms. We provide services from India to clients located primarily in Canada.

2. Information we collect

Website enquiries. When you fill in our contact form we collect your name, email address, phone number, firm name, firm size, the service you're interested in and any message you send.

Client data. When a firm engages us, we process personal information about that firm's clients (for example names, addresses, social insurance numbers, income and financial records) only on the firm's instructions and for the purpose of the agreed services. In that role the engaging firm remains responsible for the information and we act as its service provider.

Technical data. Our website and hosting provider may collect standard data such as IP address, browser type, pages visited and cookies used for site operation, analytics and advertising measurement.

3. How we use information

  • To respond to enquiries and schedule calls
  • To deliver, manage and improve our services
  • To meet legal, regulatory and contractual obligations
  • To measure the performance of our website and advertising
  • To send occasional updates about our services, which you can opt out of at any time

4. Legal basis and consent

We collect and use personal information with your consent, to perform a contract with you or your firm, or where required by law. Under Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and India's Digital Personal Data Protection Act, 2023, you may withdraw consent at any time, subject to legal or contractual limits.

5. Cross-border processing

Our team is based in India, so information you or your firm share with us will be accessed and processed outside Canada. While in India it is subject to Indian law and may be accessible to Indian authorities under that law. We protect it through contractual confidentiality obligations, restricted access and the safeguards described below.

6. Sharing

We do not sell personal information. We share it only with service providers who help us run our business (such as website hosting, email and scheduling tools) under confidentiality obligations, with the engaging firm, or where required by law.

7. Safeguards

We use administrative, technical and physical safeguards appropriate to the sensitivity of the information, including confidentiality agreements, role-based access, password-protected workstations and secure remote access to client systems. No method of transmission or storage is completely secure, but we work to protect information against loss, theft and unauthorised access.

8. Retention

Enquiry information is kept for as long as needed to respond and follow up, and for up to 24 months afterwards unless you ask us to delete it sooner. Client data is kept only for the duration of the engagement and then returned or deleted as agreed with the engaging firm, unless the law requires us to keep it longer.

9. Your rights

You may ask to access, correct or delete personal information we hold about you, or to withdraw consent. If your information was provided to us by an accounting firm, please contact that firm first; we will assist them in responding. You also have the right to complain to the Office of the Privacy Commissioner of Canada.

10. Cookies

This website uses cookies needed for it to work and, with your consent where required, cookies for analytics and advertising measurement. You can control cookies through your browser settings and the cookie banner shown on your first visit.

11. Changes

We may update this policy from time to time. The "last updated" date shows when it last changed.

12. Contact

For privacy questions or requests, please reach us through the contact page and mark your message "Privacy".

Home / Terms and conditions

Terms and conditions

Last updated: October 2026

1. About these terms

These terms govern your use of this website. By using the site you agree to them. Services provided to firms are governed by a separate written engagement agreement, which takes priority over these terms if the two conflict.

2. Nature of our services

Equara Partners provides accounting, bookkeeping, payroll and tax preparation services to businesses, and accounting support and dedicated staff to professional accounting firms. We are not a public accounting firm and do not issue audit, review or compilation reports or provide assurance. Where we support an accounting firm, that firm is responsible for reviewing our work, for its professional judgements and for any filings or reports issued to its clients. Business clients remain responsible for the accuracy of the information they give us and for approving filings made on their behalf.

3. Website content

Content on this site is general information about our services. It is not tax, legal or accounting advice and should not be relied on as such. We try to keep it accurate but do not guarantee it is complete or current.

4. Enquiries and proposals

Submitting the contact form does not create a client relationship. Any proposal we send is an invitation to agree terms and becomes binding only when both parties sign an engagement agreement.

5. Confidentiality

We treat information you share during enquiries and engagements as confidential, subject to our privacy policy and any confidentiality agreement signed between us.

6. Fees and payment

Fees, invoicing frequency and payment terms are set out in each engagement agreement or proposal. Unless agreed otherwise, invoices are payable within 15 days and fees are quoted exclusive of applicable taxes.

7. Intellectual property

The design, text and graphics on this website belong to Equara Partners. You may view and print pages for your own reference but may not copy, republish or use them commercially without our written permission. Work product prepared for a client firm belongs to that firm once paid for, as set out in the engagement agreement.

8. Limitation of liability

To the extent permitted by law, we are not liable for any indirect or consequential loss arising from use of this website. Liability in connection with services is limited as set out in the relevant engagement agreement.

9. Third-party links and tools

This site may link to or use third-party services (for example scheduling or analytics tools). We are not responsible for their content or practices.

10. Changes

We may update these terms at any time by posting a new version on this page.

11. Governing law

These website terms are governed by the laws of India. Engagement agreements may specify a different governing law and forum.

12. Contact

Questions about these terms can be sent through our contact page.