On The Money

Our Mission

At On the Money, we believe that financial clarity is the backbone of every successful business. That's why we're dedicated to providing exceptional accounting advisory services, bookkeeping expertise, and profitability consulting to entrepreneurs and small business owners like you. Our team of experienced professionals is committed to helping you make informed financial decisions, create systems and tools to track your finances, and develop strategies to drive growth and success.

Who We Are

We're a team of hardworking, fun-loving, and business-whiz individuals who are passionate about helping small business owners achieve their financial goals. With collective experience spanning decades, our team has worked with a wide range of clients, from startups to established businesses, across various industries. We're not just number crunchers; we're compassionate coaches, passionate cheerleaders, and mentors who truly care about our clients and take joy in their successes.

Our Expertise

Our team consists of highly skilled professionals with a deep understanding of accounting, finance, and business. David Liston, our President and CEO, brings over 25 years of experience in accounting and entrepreneurship. Helen Swiatek, our Customer Relations Manager, has decades of finance experience and deep business expertise. Steven Jesson, our Certified Professional Bookkeeper, has a long career in executive management, consulting, and financial system management. Rebecca Basinski, our Finance Expert, has provided consulting and business valuation services to various organizations. Robyn Cohen, our Financial Pro, brings over 20 years of experience in business management, budgeting, and forecasting.

Our Services

At On the Money, we specialize in providing accounting advisory services, bookkeeping expertise, and profitability consulting to help small business owners achieve their financial goals. Our services include:

• Bookkeeping and Financial Management
• Accounting Advisory Services
• Profitability Consulting
• Financial Analysis and Planning
• Tax Preparation and Planning

What Sets Us Apart

We're not just accountants; we're business consultants who understand the importance of financial clarity and strategic planning. We take the time to get to know our clients, understand their unique needs, and develop tailored solutions to help them achieve their goals. Our team is dedicated to providing exceptional service, expert advice, and personalized attention to ensure our clients' success.