What types of businesses do you work with?

We work with growing small and mid-sized businesses across a variety of industries, including professional services, e-commerce, and founder-led companies.

Do you work with clients outside of Oregon and Washington?

Yes. While we serve many clients in Oregon and Washington, we also support businesses nationwide through secure, remote systems and communication.

Are your services provided remotely?

Yes. We use secure, cloud-based systems to collaborate efficiently with clients regardless of location.

How do you price your services?

Pricing depends on the complexity of your operations, transaction volume, and reporting needs. We provide clear, customized proposals after learning more about your business.

How do we get started?

We begin with a conversation to understand your business and goals, followed by a tailored service proposal and onboarding process.

Financial Infrastructure That Scales With Your Ambition

Outsourced Accounting, Tax, and Advisory for Growing Businesses

Aequitas Advisory Group provides integrated, customized outsourced accounting, tax, and advisory services designed to function as your internal finance department. We work alongside your team to manage everything from bookkeeping and technical accounting to audit readiness and tax strategy, delivering accuracy, compliance, and informed decision-making as your business grows.

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OUR THREE PILLARS

OUTSOURCED ACCOUNTING

Our outsourced accounting services are designed to provide comprehensive financial management, reporting, and analysis, giving you the insights needed to make informed business decisions. From day-to-day bookkeeping to strategic financial planning, we handle it all with precision and care.

FINANCIAL ADVISORY

With our financial advisory services, we work alongside you as a trusted partner, offering strategic guidance and insights to optimize your financial performance. Whether it's developing a business plan, assessing investment opportunities, or managing risk, we are here to support your financial success.

TAX PLANNING AND COMPLIANCE

Navigating the complex landscape of tax regulations can be daunting. Our tax planning and compliance services are designed to alleviate that burden, ensuring that your business remains compliant while identifying opportunities to minimize tax liabilities and maximize savings.

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Meet the Leadership Team

Danielle P., CPA

Managing Partner

Danielle is a licensed CPA in the state of Washington as well as the Founder and Managing Partner of Aequitas Advisory, an accounting firm founded to support small businesses and high-growth companies through every stage. With 15+ years of accounting and finance experience, Danielle has advised organizations from early-stage companies to venture-backed startups and private equity-backed businesses, providing month-end close and reporting, forecasting, process improvement, and strategic advisory that helps leaders make confident decisions.

Drawing on experience in public accounting at a top firm and direct work in tax offices, Danielle brings a practical, integrated perspective on how bookkeeping, financial reporting, and tax strategy connect.

She takes pride in building trusted, long-term client relationships grounded in strong standards, clear communication, and a genuine commitment to each client’s success.

Brittany Roberts

Partner

Brittany is a Partner at Aequitas Advisory, bringing more than twenty years of experience spanning business operations, payroll, accounting, human resources, and systems implementation. She specializes in building scalable back office infrastructure that enables growth, strengthens controls, and drives operational excellence across finance and people functions.

Brittany is known for leading process improvement and technology modernization, including system selections, implementations, integrations, and workflow automation. She partners with leadership teams to improve reporting, streamline payroll and HR administration, enhance compliance, and create repeatable, audit ready processes. With a solutions oriented, client first mindset, Brittany delivers high impact execution while acting as a trusted advisor, bridging strategy and day to day operations to keep organizations efficient, compliant, and ready to scale.

Some of our Technology Partners

We work with a range of modern accounting and financial technology platforms that help streamline operations, improve reporting accuracy, and support growing businesses. From cloud-based accounting systems to expense management and payroll tools, we collaborate within the technology you already use while helping optimize processes for better financial visibility.

Our experience across these platforms allows us to integrate seamlessly into your workflow and ensure your financial systems support both day-to-day operations and long-term growth.

Don’t see your system listed?

We regularly work with a wide range of financial platforms and adapt to your existing tools.

Aequitas Advisory provides outsourced accounting and compliance services for growing businesses that need accurate financials and dependable support. We deliver professional, streamlined solutions designed to keep your reporting organized, your compliance on track, and your operations ready to scale.

Headquartered in the Pacific Northwest, we operate with a digital first infrastructure that allows us to partner with clients nationwide. With extensive experience managing financial reporting and tax compliance across multiple jurisdictions, we help ensure you stay aligned with both state and federal requirements as your business grows.

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