CPA-led accounting for high-growth companies

Outsourced accounting built for growing companies

Full back office support, tax strategy, and audit readiness for venture-backed startups. Clean books, clear metrics, confident decisions.

Schedule a Call Get the Month-End Checklist
CPA-Led
Every engagement
20+ Years
Combined experience
Nationwide
Digital-first service

How we work

A straightforward process to get your accounting on track.

1

Discovery Call

30-minute conversation about your business, current setup, and what you need.

2

Custom Proposal

Detailed scope, timeline, and pricing based on your specific situation.

3

Onboarding

We review your books, set up systems, and establish your close process.

4

Ongoing Support

Full back office support tailored to your needs. Monthly closes, reporting, and a dedicated team.

Services that scale with you

From early-stage bookkeeping to technical accounting and tax strategy.

Bookkeeping

Clean, accurate books with CPA oversight. Monthly reconciliations, AP/AR, and financial reporting.

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Outsourced Accounting

Controller-level services including technical accounting, audit prep, and board reporting.

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Tax Services

R&D tax credits, multi-state compliance, and strategic tax planning that pays for itself.

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Industries we serve

Deep expertise in the accounting challenges specific to your industry.

SaaS & Software

ASC 606, subscription metrics, R&D credits

E-Commerce & DTC

Inventory, multi-channel, sales tax

Biotech & Life Sciences

Clinical trials, grants, R&D accounting

Professional Services

Trust accounting, WIP, project costing

What clients say

Founders and CFOs trust us with their financials.

"Aequitas helped us get audit-ready before our Series A. Their team caught issues our previous bookkeeper missed and streamlined our entire close process."

JK
SaaS Founder

Series A Company

"We captured R&D credits we didn't know we qualified for. The tax savings alone covered more than a year of their services."

ML
Biotech CFO

Pre-revenue, grant-funded

Meet the team

CPAs and finance professionals with startup experience.

Danielle P., CPA

Danielle P., CPA

Managing Partner

Licensed CPA in Washington. 15+ years advising companies from early-stage startups to PE-backed businesses. Specializes in technical accounting including ASC 606 and equity compensation.

Brittany Roberts

Brittany Roberts

Partner

20+ years in operations, payroll, HR, and systems implementation. Specializes in building scalable back office infrastructure and technology modernization.

Free Month-End Close Checklist

The checklist we use with clients to streamline the close process. Stop scrambling at month-end.

  • Step-by-step close timeline
  • Account reconciliation checklist
  • Review and approval workflow
Download the Checklist

What's Inside

  • Bank and credit card reconciliations
  • Accounts receivable review
  • Accounts payable and accruals
  • Payroll and benefits reconciliation
  • Revenue recognition checklist
  • Intercompany eliminations
  • Financial statement review
  • Management reporting package

Technology partners

We integrate with the tools you already use.

Don't see your system? We work with most modern accounting platforms.

Ready to upgrade your accounting?

Schedule a 30-minute call to discuss your needs. No pressure, just a conversation about how we can help.

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