Equitas Strategic Partners Expands with the Acquisition of McBride Accounting
The acquisition expands Equitas’ tax, accounting, and advisory capabilities, creating a more connected financial experience for businesses and their owners.
Creating a More Connected Financial Experience
Equitas Strategic Partners and McBride Accounting Officially Joined Forces on April 30, 2026
Equitas Strategic Partners has acquired McBride Accounting, a respected tax, accounting, and business advisory firm based in the Atlanta metropolitan area. This is a significant milestone for Equitas and an important expansion of the firm’s ability to support small and mid-size businesses with a more connected financial experience.
By bringing these teams together, Equitas is closing a common gap for business owners: bookkeeping, tax preparation, and strategic financial guidance too often happen separately. The combined firm brings day-to-day accounting, tax strategy, and forward-looking financial advisory services together under one roof.
We’re excited about what this next chapter means for clients, prospects, and the broader Equitas team. The FAQs below explain what is changing, what is staying the same, and how clients can access the expanded services now available through Equitas Strategic Partners.
FAQs: Equitas Strategic Partners + McBride Accounting
As Equitas Strategic Partners and McBride Accounting come together, we wanted to answer some of the most common questions about what this means for our clients, services, and future plans. Both firms were built around the same belief: growing businesses deserve experienced financial guidance that is accessible, practical, and tailored to their needs. By combining our expertise, we’re creating a more connected financial experience that brings bookkeeping, accounting, taxes, and strategic advisory services together under one roof. Because relationships and trust are incredibly important to us, we want to ensure you have clear information about what this means for you and your business.
General FAQs
Learn more about the acquisition, why Equitas and McBride are coming together, and what this means for clients, services, and future plans.
For current Equitas clients
The acquisition adds integrated tax planning and tax preparation services, helping connect monthly financial reporting with year-end tax strategy.
For former McBride clients
Veronique and Richard remain actively involved, while clients gain access to Equitas’ broader advisory and financial leadership resources.
General FAQs
Why did Equitas and McBride come together?
Equitas and McBride were founded with a shared mission: to help small and mid-size businesses gain access to the kind of financial expertise typically reserved for larger companies.
Over time, both firms recognized a common challenge many business owners face: financial services are often fragmented. Bookkeeping happens in one place, tax preparation in another, and strategic financial guidance may not exist at all. That disconnect can create inefficiency, missed opportunities, and reactive decision-making.
By bringing our firms together, we’re creating a more holistic financial partnership—one that connects day-to-day accounting, tax strategy, and forward-looking financial advisory services under one roof.
What does this mean for me as a client?
For most clients, your day-to-day experience will remain familiar—but you’ll now have access to expanded expertise, broader capabilities, and additional support as your business grows.
Together, Equitas and McBride now provide:
- Bookkeeping and accounting support
- Tax planning and preparation
- Controller services
- Fractional CFO and strategic advisory services
- KPI and financial reporting guidance
- Cash flow and growth planning support
Our goal is to simplify the financial side of your business so you can focus on running and growing your company.
Will my current services, pricing, or billing structure change?
Our focus during this transition is continuity, communication, and maintaining the high level of service you expect.
At this time, there will be no immediate changes to your existing services or billing structure. If any future operational updates occur, we will communicate them proactively and clearly.
Will my point of contact change?
In the immediate future, your day-to-day relationships and primary service contacts will largely remain the same. You’ll continue working with the trusted Equitas and McBride professionals who already understand your business and financial needs.
As part of bringing the two organizations together, Equitas clients will also get to know Richard McBride, who will help lead client services across the organization. Richard will be available as an additional point of contact to help answer questions, support communication, and ensure clients continue to have a smooth, responsive experience as we grow.
As we continue integrating teams and systems, we may introduce additional team members or account support where appropriate. Any updates to your client service experience will always be communicated proactively.
Will there be any technology or platform updates as part of this transition?
Yes. As part of our continued investment in improving the client experience, Equitas clients will transition to Canopy, a cloud-based accounting practice management platform.
Canopy will streamline communication, document sharing, workflow management, and client collaboration in a more secure and efficient environment.
We will send a separate communication dedicated specifically to the Canopy transition.
Are there any action items required from me right now?
No immediate action is required from clients at this time. If there are future updates related to systems, billing, or communication processes, we will provide clear instructions and timelines in advance.
FAQs for Equitas Clients
What new services are available through the addition of McBride?
Equitas clients now have access to integrated tax planning and tax preparation services through the expanded Equitas team. This allows us to better connect your monthly financial reporting with your year-end tax strategy, creating a more seamless and coordinated financial experience.
If you’ve been working with a different CPA or tax preparation company, you can now work with one connected team at Equitas that understands the full picture of your business.
Will I be introduced to Richard McBride, the new client services lead, as part of the transition?
Yes. Over the coming weeks, Equitas clients will begin hearing from and working with Richard McBride as part of his role in helping lead client services across the organization.
Richard will serve as an additional resource to help support communication, answer questions, and assist clients throughout the transition to new systems and processes.
You can expect a follow-up email from your current Equitas partner with an introduction in the next month or so.
How can I learn more about Equitas tax planning and preparation services?
If you’re interested in learning more about tax planning or preparation services, we’d be happy to schedule a conversation to better understand your business needs and determine the right level of support. You can email Equitas CEO Craig Cook at craig@equitassp.com or schedule a quick 30-minute exploratory call with him.
When and how can I transition my tax services to Equitas?
Equitas clients can begin the conversation about transitioning tax services at any time.
Our expanded tax team has experience supporting a wide range of entities and industries, including:
- C-Corporations
- S-Corporations
- Partnerships
- Trusts
- Nonprofits and 990 filings
- Multi-entity and growing businesses
- Individual and owner tax planning
We understand that transitioning from an existing tax provider may take time, especially when coordinating historical records, filings, and financial information. Our goal is to create a more connected financial experience that aligns tax strategy with your ongoing accounting and business goals. Our team can work alongside you to make the process as smooth and organized as possible.
FAQs for Former McBride Accounting Clients
Will Veronique and her team still be involved?
Yes. Veronique and her team will remain actively involved and committed to serving clients as part of Equitas Strategic Partners.
Your relationships remain important to us, and our goal is to preserve the personalized service and accessibility you’ve always experienced while expanding the resources and expertise available to you.
How do I contact the McBride team moving forward?
The McBride team has already transitioned to Equitas email addresses:
- Veronique: vmcbride@equitassp.com
- Richard: richard.mcbride@equitassp.com
The McBride Accounting website will sunset in July 2026, but all contact info (e.g., phone numbers, website updates, etc.) will be included in Canopy.
Emails sent to previous McBride email addresses will continue to be forwarded during the transition period to ensure uninterrupted communication.
Will the tax preparation or bookkeeping process change?
Your core tax and bookkeeping processes are expected to remain consistent while benefiting from the additional support, resources, and strategic expertise available through Equitas.
If process enhancements or technology updates are introduced in the future, they will be communicated clearly and implemented thoughtfully.
What additional services are now available to me through Equitas?
As part of Equitas Strategic Partners, McBride clients now have access to expanded advisory and financial leadership services, including:
- Controller services
- Fractional CFO support
- KPI and performance reporting
- Cash flow forecasting
- Strategic planning support
- Financial process improvement
- Growth and profitability consulting
Many growing businesses reach a point where they need more than bookkeeping and tax preparation but don’t need a full-time CFO or accounting department.
Equitas fills that gap with experienced professionals who provide scalable financial leadership tailored to your stage of growth.
Whether you need a few hours of monthly strategic guidance or more involved financial leadership support, services can be customized around your business needs.
About Equitas Strategic Partners
Founded in 2024 and headquartered in Franklin, Tennessee, Equitas Strategic Partners is an outsourced accounting, tax, and financial strategy firm that helps small and mid-size businesses strengthen their financial operations and make more informed decisions. The firm provides bookkeeping, advanced accounting, controller, fractional CFO, advisory, and payroll solutions through a flexible, relationship-driven model designed to meet each client’s unique needs. Equitas serves clients locally and nationwide, offering strategic financial guidance rooted in integrity, innovation and insight.
Financial Expertise Backed by Real Partnership
We’re incredibly excited about what this next chapter means for our clients, our team, and the businesses we serve. If you have additional questions, please don’t hesitate to reach out to your Equitas or McBride contact directly.