Business Details
11 Years
experience
Your Trusted Partner for Accounting Solutions
At On The Money, we specialize in delivering tailored accounting, bookkeeping, and payroll solutions designed to empower small businesses. With a team of seasoned professionals, each boasting a minimum of 10 years of industry experience, we combine corporate expertise with personalized service. Our approach begins with a free consultation to understand your unique needs, followed by the assignment of a dedicated accountant who ensures financial clarity through regular reporting and flat monthly billing. We pride ourselves on transparency, avoiding unnecessary costs while leveraging advanced platforms like QuickBooks Pro to streamline operations.Recognized for our problem-solving capabilities and client-centric ethos, we have supported diverse industriesfrom nonprofits to Fortune 500 spin-offshelping them achieve financial stability and growth. Our commitment to excellence is reflected in client testimonials highlighting improved reporting accuracy, strategic partnerships, and exceptional value for investment.
Services
Book Clean-Up
Regular Bookkeeping
Full-Service Payroll
Tax Preparation
Accounts Payable Management
Accounts Receivable Management
CFO Advisory
Special Accounting Projects
Details
- Year established: 2015
Highlights and features
- We offer accountants with minimum 10 years experience.
- Dedicated accountant assigned to each client.
- Flat monthly billing tailored to your budget.
- CPA services for tax expertise and compliance.
- Proven track record with diverse industries.
Associations and certifications
- QuickBooks Pro Partner
- Certified ProAdvisors
- CPA (Certified Public Accountant)
What people say
Difficult to find better people
Accurate reporting
Reasonable price
Insightful leadership
Highly recommend
Services
Book Clean-Up
Thorough review and reorganization of financial records to resolve discrepancies. Ideal for businesses needing minor updates or complete overhauls. Ensures accurate reporting and compliance with accounting standards through expert analysis and restructuring.
Full-Service Payroll
Comprehensive payroll processing including staff directories, tax deductions, and direct deposits. Streamlines payroll workflows while ensuring compliance with labor laws and timely payments for businesses of all sizes.
Tax Preparation
Professional tax return preparation and filing for federal and state requirements. Includes W2/W3 and 1099 reporting, estimated tax planning, and strategic consultations to optimize tax efficiency.
CFO Services
Strategic financial guidance for budgeting, forecasting, and business growth. Provides market analysis, process optimization, and expert advice to support long-term financial health and decision-making.
Accounts Receivable Management
Monitors customer payments and aging receivables while managing communications. Reduces late payments through proactive invoicing and ensures consistent cash flow for business operations.
People
David Liston
Partner & Senior Accountant
25+ years in accounting and information systems with Fortune 500 companies across healthcare, manufacturing, and transportation industries.
Michael Larkin
Partner & Senior Accountant
10+ years in entrepreneurship and accounting, scaling startups to 7-figure revenues. Holds BS in Innovation & Entrepreneurship from Clarkson University.
Jeannene Price
Senior Accountant
Award-winning accountant with MBA in Accounting. Specializes in book clean-up and payroll for businesses nationwide.
Issa Annabi
CPA & Tax Advisor
30+ years of experience in tax, audit, and consulting. Holds active CPA license and expertise in GAAP for government and nonprofit sectors.
Rebecca Basinski
Professional Accountant
Notre Dame graduate with consulting experience for CPA firms and retail companies. Expertise in business valuation and financial analysis.
Questions
What accounting services do you offer?
We provide bookkeeping, payroll, tax preparation, CFO advisory, accounts payable/receivable management, and specialized accounting projects.
How are your accounting fees structured?
Most services use flat monthly rates starting at $350/month. Special projects are billed hourly at $105-$165/hour with upfront estimates.
Do you offer free consultations?
Yes, we provide free initial consultations to assess your needs and create customized financial solutions.
Which accounting software do you support?
We work with QuickBooks (Pro Partner), ADP, AppFolio, NetSuite, Gusto, and other major platforms.
What experience does your team have?
Our accountants have 10-30+ years of experience, including Fortune 500 roles, startup scaling, and CPA certifications.
How do you ensure financial accuracy?
We implement regular reconciliations, audit-ready reporting, and assign dedicated accountants to maintain consistency and precision.
