On The Money

Sure, we're bean counters, number crunchers, and calculation nerds, forever dotting the i's and crossing the t's. But we're also compassionate coaches, passionate cheerleaders, and impassioned mentors who care wholeheartedly about our clients and take joy in their successes.

To help small-business owners like you take control of their finances by creating systems and tracking tools, and teaching them and you how to use those tools to make better-informed money decisions.David joins the On The Money team in its leadership role as an accomplished business professional and entrepreneur with twenty-five years of experience.

In business, you need another pair of eyes or a second set of ears. We're here. Here to look and to listen. To respond quickly and provide information in a timely manner. To partner in developing your goals, exploring your growth plans, or simply to create useful budgets. To connect you with suitable strategic partners or potential clients.

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.

Outsourcing lets you spend less time on non-revenue generating activities and more time focusing on your core business. Additionally, you no longer waste time hiring bookkeepers who may or may not do the job correctly, and who may or may not stay with your company for the long haul. On the Money provides a team of highly qualified bookkeepers and accountants to keep your financial needs on track.

By focusing on increasing profitability and owner's compensation instead of revenue, you'll know what to budget for expenses. This profitability methodology helps businesses build up a reserve from those profits and gives businesses an edge when sales slow. Our approach encourages you to carefully analyze every expense and look at each client or revenue stream to ensure they are feasible and have a healthy profit margin.