About Aequitas Advisory

We're a CPA-led accounting firm built for companies that need more than bookkeeping but aren't ready for full-time hires. Trained at top accounting firms, tested with startups, and built to scale with you.

Our Story

Aequitas Advisory Group was built to deliver custom-tailored accounting solutions without the quality compromises that often come with scale. After years at larger firms, we saw that standardized service models don't work when every business has different needs, timelines, and growth trajectories.

So we built something different. A firm where every client gets senior-level attention because we're not trying to leverage junior staff or hit billable hour targets. Where pricing reflects the value delivered, not the overhead structure. And where we can say no to work that doesn't fit so we can focus on doing excellent work for the clients who do.

Headquartered in the Pacific Northwest, we work with clients nationwide using cloud-based systems and modern accounting technology. Whether you're preparing for your first audit, implementing NetSuite, or just need clean books you can trust, we've done it before.

Meet the Team

Danielle P., CPA

Danielle P., CPA

Managing Partner

Danielle is a licensed CPA in Washington and the founder of Aequitas Advisory. With 15+ years of accounting and finance experience, she's advised organizations from early-stage companies to venture-backed startups and private equity-backed businesses.

Her background includes public accounting at a top national firm and direct work in tax offices, giving her an integrated perspective on how bookkeeping, financial reporting, and tax strategy connect. She's built accounting functions from scratch, prepared companies for their first audits, and implemented financial systems that scale.

Danielle specializes in technical accounting including ASC 606 revenue recognition, equity compensation (ASC 718), and complex consolidations. She built Aequitas to deliver top-tier accounting to growing companies without the big firm price tag.

Brittany Roberts

Brittany Roberts

Partner

Brittany is a Partner at Aequitas Advisory, bringing more than 20 years of experience spanning business operations, payroll, accounting, human resources, and systems implementation. She specializes in building scalable back office infrastructure that enables growth and drives operational excellence.

She's led process improvement and technology modernization initiatives including system selections, implementations, integrations, and workflow automation. Her expertise includes NetSuite, QuickBooks, Gusto, Rippling, and other modern finance and HR platforms.

Brittany partners with leadership teams to improve reporting, streamline payroll and HR administration, enhance compliance, and create repeatable, audit-ready processes. She bridges strategy and day-to-day operations to keep organizations efficient, compliant, and ready to scale.

How We Work

CPA Oversight on Everything

Every client engagement has a CPA reviewing the work. We catch errors before they become problems, and we know when something needs technical accounting treatment instead of a shortcut.

Built to Scale

We document processes, implement systems, and build infrastructure that works when you're 10 people and still works when you're 100. No rebuilding the finance function every 18 months.

Clear Communication

We translate accounting into English. You'll understand your financials, know what's happening, and get straight answers to technical questions without the jargon.

Let's Talk About Your Accounting

Schedule a 30-minute call to discuss what you need. We'll walk through your current setup, what's working, what's not, and how we can help.

Schedule Your Call