Book Clean-Up
If your books are in need of some re-organization – whether its just minor updating or a full overhaul – we’ve got you covered with book clean-up! Included with all of our professional accounting and bookkeeping services.
Regular Bookkeeping
Our professional bookkeeping services will ensure your books stay current by updating them at regular intervals that fit your business needs, and we’ll provide you with detailed financial reports to help you make informed business decisions.
Full-Service Payroll
We’ll handle whichever aspects of your payroll you need. From keeping staff directories current, to running regular payrolls, we do it all.
Why choose On The Money for your professional accounting and bookkeeping?
There are a lot of options to choose from when looking to outsource your professional accounting and bookkeeping, so why choose us? For starters, we’ve seen it all. Each accountant on our team has a minimum of 10 years of experience in their field. Many of our team members occupied high-level positions with large corporations early on, and eventually transitioned to working with smaller businesses later in their careers. This means that no matter the size of your enterprise, we certainly have someone on-staff who will fit perfectly with your operation. When you work with us, you’ll be assigned your own dedicated accountant, specifically selected based on their specialties and the needs of your business.
Is a professional accounting service worth it?
We’re dedicated to providing value for your money. The last thing we want to do is be a burden on your business, so it’s important to us that we’re only providing services that fit within your needs and budget, and that you know where your hard-earned dollars are being spent when you use our services. Working with us begins with a consultation where we determine exactly what your business needs are, as well as what you have available in your budget to spend on our services. We then custom-tailor our services for your business and determine a flat monthly bill rate so you can anticipate your accounting costs and plan for them, which we are happy to help you do. Lastly, you’ll receive regular, easy-to-read reports, that will detail the performance of your company, as well as what we’ve been working on for you.
Still not sure if professional accounting and bookkeeping services are right for your business? We’ll be happy to talk through the decision with you during your free consultation. We’ll never make a recommendation that isn’t in the best interest of your business. After all, helping your business succeed is in our best interest as well! However, you shouldn’t take our word for it. Check out these articles about the benefits of hiring professional accounting services.
- Raincatcher.com – 13 Benefits of Hiring an Accountant for Your Business
- Xero.com – When You Should Hire An Accountant
What software do we work with?
We are experienced with a variety of platforms and software such as QuickBooks® (we are a Pro Partner), ADP, AppFolio, NetSuite, Gusto, and many more!
We are a QuickBooks Pro Partner with Certified ProAdvisors on staff!
David Liston
Partner & Senior Accountant
David is an accomplished business professional and entrepreneur with more than twenty-five years of experience. He has formerly held high-level positions in Accounting and Information Systems with Fortune 500 companies in many industries, ranging from healthcare to manufacturing to transportation.
Michael Larkin
Partner & Senior Accountant
Michael has more than 10 years of experience in entrepreneurship and accounting. He has built multiple companies from the ground up and scaled them to profitability and 7 figure revenues. He has extensive experience in accounting and process improvement, and holds a BS from Clarkson University, where he majored in Innovation & Entrepreneurship and simultaneously minored in Economics, Human Resource Management, and Project Management.
Jeannene Price
Senior Accountant
Jeannene is a seasoned accounting professional with an MBA in Accounting and Auditing. She has worked for a variety of firms in multiple cities across the U.S., and won awards for her customer service skills. She is especially skilled in book clean-up and payroll, and has the knowledge and experience required to re-organize even the most neglected books.
Issa Annabi
CPA & Tax Advisor
Issa has more than 30 years of experience in a wide range of accounting functions, such as taxes, audits, financial accounting, information systems, and consulting. He has worked for a variety of CPA firms, including his own practice, and is well-versed in GAAP and internal controls for government, nonprofit, and private enterprises. Issa holds a bachelor’s degree in Accounting and maintains an active CPA License.
“Insightful, Professional, and Powerful“
The business of business is staying in business! With the invaluable leadership of On the Money, we are able to focus on what we do best. On the Money provides us with insightful, professional and powerful leadership. We rely on their discrete and honest approach when it comes to evaluating our organization. Most importantly, On the Money gives us direct financial leadership which is at the core of building a strong and sustainable business. We rely upon On the Money and believe their service is at the center of our success.
★ ★ ★ ★ ★
— Julia C. Patrick, Founder – American Nonprofit Academy
“Accuracy and Consistency“
I have been working with On the Money for almost a year now and the partnership between CU Realty Services, LLC and On the Money, has made a significant difference to our business. The most important differences have been improved timeliness of reporting as well as reporting accuracy and consistency. Such improvements have been extremely beneficial in our month-end reporting and annual audit requirements. The partnership has been successful because of their knowledgeable, professional and qualified staff. On the Money provides dedicated, knowledgeable, professional and qualified staff at a very reasonable price.
★ ★ ★ ★ ★
— Jo Anne E. Cain, CFO – CU Realty Services, LLC
“Difficult to Find Better, More Capable People“
On the Money’s team have helped me, we changed a client’s accounting program, streamlined internal processes, trained the accounting staff, and implemented new functionality that did not exist before. Both were significant projects and, in each case, the person assigned to the job was terrific. Honestly, I think it would be difficult to find better, more capable people. So, if you are reading this, I hope it helps. I am looking forward to using On the Money’s services again on a future project
A strategic partnership that fuels success!
★ ★ ★ ★ ★
— Dave Casebere, Partner – ExecHQ
“I Refer Them to my Clients Regularly“
I would highly recommend On the Money for bookkeeping and general finance, accounting and tax services. They have a team of qualified professionals and their fees are reasonable. I’ve been with On the Money almost 10 years since 2015 and I refer them to my Clients regularly. I’ve worked closely with David Liston, the owner and my accountant, Steve Jesson who are excellent!
★ ★ ★ ★ ★
— John Waters, Owner – Waters Business Consulting Group, LLC