Audit-ready financials, technical accounting expertise, and strategic guidance for companies that need more than bookkeeping.
Most growing companies are not ready to hire a full-time controller. Aequitas gives you controller-level oversight at a fraction of the cost, with the flexibility to scale.
Once you are raising money, managing deferred revenue, issuing stock options, or preparing for an audit, you have outgrown basic bookkeeping. Controller-level accounting applies judgment and GAAP expertise that bookkeeping does not.
We document your performance obligations, determine whether revenue should be recognized upfront, ratably, or at a milestone, and build a revenue schedule that holds up under audit. This is one of our most common engagements.
We follow a documented close checklist: reconcile all accounts, post accruals, review for unusual items, and deliver GAAP financials within five to seven business days of month end. You get a summary of what changed and why.
We prepare the full PBC list, respond to auditor requests, provide supporting schedules, and coordinate timing so the process runs smoothly. Clients tell us audit prep is one of the most valuable things we do.
We help you hire them. We document our processes, transfer knowledge, and can stay on in an advisory capacity during the transition. We are not trying to make ourselves impossible to replace.
Yes. We handle NetSuite, QuickBooks Online, and Sage Intacct implementations including chart of accounts setup, data migration, and training. We can also evaluate which system makes sense for your stage.
Schedule a free consultation and we will assess exactly what your business needs.