Our Services

Accounting & Bookkeeping Services

Money Equations will provide your organization with customized services, whether you’re a startup with limited funding and no accounting and bookkeeping staff, or an established business with an internal accounting team. For-profit businesses, as well as, not-for-profit organizations have some significant differences when it comes to financial functions.

Meaningful, well-organized financial records are the foundation of a successful operation. Without them, a business can easily find itself with cash-flow troubles. We’ve worked with hundreds of organizations, of all types, and have the expertise and resources to meet your specific needs.

Our accounting services offer a wide variety of solutions that can be tailored to your needs, including, but not limited to -

Sales tax reportingAccounts payable and receivable processingBank statement reconciliationFinancial statement processingBudgeting and forecastingCash flow analysisQuickBooks assistance from a certified ProAdvisor

Tax Planning & Preparation

Tax planning and preparation form a favorable pattern for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can establish tax strategies that take gain of new tax laws and legislation.

We will enable entrepreneurs to comprehend better the taxes they pay and find out about strategies to decrease them. The key for a great tax preparer is first to understand the tax laws and after that apply methodologies that best fit the business and proprietor's exceptional conditions.

Tax planning is a year-round event and must be managed accordingly. Money Equations approaches the tax aspects of financial management beyond simply meeting statutory requirements. We also advise each client on the most advantageous techniques available for minimizing or deferring income taxes while maintaining regulatory compliance to prevent costly penalties.

IRS Representation

During our years of practice dealing with many taxing systems, we have achieved a level of adequacy that can ensure our clients they are adequately represented before the various state and federal tax departments.


When it comes to employee payroll, the IRS and tax laws have made the payroll task a nightmare for the entrepreneurs. We provide payroll services that meet your business' needs and help you to invest time doing what you excel at - running your organization.

Federal, local and state laws have been changing pretty frequently in recent years. So, you don’t want to get stuck unknowing of law changes, or worse, take a loss on the back end. You need to have a professional, who is up to date on all of the new laws.

We can process payroll in all 50 states of the USA.

New Business Advisory Services

Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not. It's up to you to maintain and stretch out the "thrill and excitement" period forever.

A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business. Success lies in the approach you choose to take. We help you avoid the common pitfalls that many new small business owners make when starting their new venture.

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications – positive or negative.

We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Stop with the headaches and give us a call. Our goal is to make sure you don’t have any stress while we take care of the work.

Part-Time CFO and Controller services

Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller.

If you're fortunate enough to be in this position then we have the perfect solution for you. Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

The cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits. Our Part-Time CFO services provides you with experienced support at a small fraction of that cost.

Here's what you get with our Part-Time CFO services -

Better understanding of the financial side of your business. So you have less surprises and more control over the money.A professional who establishes strong financial controls in your business to reduce employee theft and increase profits.Budget preparation and monitoring.The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.Liaison with bankers, attorneys, vendors, insurance agents, etc.Tax saving strategies