Consulting & Support

Small-business owners have numerous responsibilities and often, limited resources. For those companies too small to hire a permanent CFO, On the Money can fill the role as needed. With solid experience and a broad perspective, we help business owners make informed decisions by producing, reviewing, and interpreting financial reports. We provide sound advice on new purchases or additional staffing based on projected revenue, and can help evaluate sales efforts.

For companies with in-house bookkeepers, On the Money can reconcile books monthly, catching potential problems early on. As a “second pair of eyes,” we ensure books are accurate and above board.

Special projects are also our specialty. We frequently receive year-end calls to help clean up messy books or enter accumulated data. We bring books up to date and ensure accuracy, keeping you ready for January CPA meetings.

When owners or account managers need time off, we offer reliable, discreet, and accurate back-up services. On the Money can process payroll, handle bank deposits, and perform other financial functions to keep business running smoothly.

On the Money offers strategic financial guidance and interim support when you need it:

• Cash flow statements and management.
• Revenue projections.
• Strategies for debt reductions.
• Financial performance insights.
• Month-end and year-end bookkeeping.
• Support for short-term needs.
• Help with long-term goals.