WHO WE ARE

Hardworking. Fun-Loving. Biz Whizzes.

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.

Our mission? 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.

Team01

Meet The Team

liston

David
Liston

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liston

David Liston

President and CEO

David joins the On The Money team in its leadership role as an accomplished business professional and entrepreneur with twenty-five years of experience. He has held high-level positions in Accounting and Information Systems with Fortune 500 companies in many industries, ranging from healthcare to manufacturing to transportation. He takes over the ownership role of Ruth Urban, who has built an excellent team over the last 17 years. He is honored to be able to continue her legacy and strives to make her proud of the future of the company.

He has also been successful in developing small business startups as well as in acquiring and expanding existing businesses. He thrives on process improvements and efficiencies of operations to reduce costs, increase sales, and improve customer experiences. He is especially excited to be able to share his knowledge with the team to help our small business clients grow and become more successful.

Although he has focused on building businesses in recent years, he considers himself an accountant at heart. From an early age, he had an affinity for numbers and order. He took his first Accounting class in his sophomore year of high school and knew that is what he wanted to focus on. He obtained his Bachelor’s in Science in Business Accounting which has served him well in each and every business venture he has entered.

David is very well received and acknowledged as a patient, logical and fair individual. He is extremely understanding and empathic to everyone with whom he engages.

Passionate about:
Helping people achieve their financial goals!

Motto:
Every successful business needs a great staff and Accounting Information is the backbone of every business.

Interests:
Loves animals, particularly cats and dogs.

Helen

Helen
Swiatek

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Helen

Helen Swiatek

Customer Relations Manager

With core values of integrity and objectivity, Helen brings decades of finance experience and deep business expertise to the clients she serves. A trusted, long-term business advisor, Helen has directed accounting and finance functions in numerous organizations.

She understands how to effectively manage both people and profits. Her genuine leadership skills and business insights generate confidence with every entrepreneur-driven company she helps.

Favorite word:
Well, I can’t really say “that” here, but sometimes it’s all that can be said!

First job:
A carhop at an Eat’n’Park.

Most proud of:
That I learn something new just about every day.

Bucket list item:
To go to the ball in Vienna.

Steve-Jesson

Steven
Jesson

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Steve Jesson Photo2

Steven Jesson

Steven is a Certified Professional Bookkeeper with a long career in executive management, consulting, and financial system management. Over the years he has developed business models for several startup ventures, and worked with small-business owners to create sound business plans.

Proficient in solving bookkeeping challenges, he’s helped numerous clients transfer their company financial data to new, more efficient platforms. Steve is a certified QuickBooks ProAdvisor, with strong skills in both the online and desktop versions of QuickBooks.

On his playlist:
You Can’t Always Get What You Want, The Rolling Stones.

Worst job:
Stocking a grocery store.

Favorite movie quote:
“Show me the money!”

Ideal vacation:
No. Bus. Rides.

Rebecca

Rebecca
Basinski

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Chris

Rebecca Basinski

As an experienced finance and accounting professional, Rebecca has provided consulting and business valuation services to a variety of organizations including CPA and legal firms, real estate investors, and both brick-and-mortar and online retail companies. She served as a financial analyst for a national foodservice company and worked as an internal auditor for a global reinsurance company. Rebecca is a graduate of the University of Notre Dame where she earned a bachelor’s degree in business administration with majors in finance and computer applications.

First job:
McDonald’s. When I turned 14, I was eager to work. It was one of the few places that would hire 14-year-olds.

Nickname:
Rbi. After a recite-the-alphabet-backwards challenge, college friends decided my name was better without the letter E, shortening it to Rbi. My husband still uses it for my monogram which confuses anyone I’ve met since college.

Most proud of:
The relationship my three kids share. My middle son is autistic and it’s really neat how he brings them all together and how much they look out for him. I love our family dynamics.

Robyn

Robyn
Cohen

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Helen

Robyn Cohen

Highly detailed and principled, Robyn brings more than 20 years of experience in business management, budgeting and forecasting, and overhead analysis expertise. Her wide range of skill sets include implementing standards for financial procedures, preparing financial data for taxes, and generating cost savings, in addition to the more familiar accounting responsibilities. Robyn served as a financial analyst for Paramount Pictures and in a variety of management and financial roles for Fox Broadcasting Company. She assisted in the start up and developed processes for a non profit organization and has managed the finances for her own quick service restaurants. Robyn holds a master's degree in business administration from Loyola Marymount University in Los Angeles.

Celebrity run-ins:
Peter Jennings crashed my wedding.

Bucket list item:
Visit Iceland.

Passionate about:
Bringing a smile to people's faces.

Ideal vacation:
Relaxing at the beach with family and a good book.

MaryLou

Marylou
Ricigliano

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MaryLou

Marylou Ricigliano

A meticulous bookkeeper who excels at meeting challenges and deadlines, Marylou knows how to drive immediate positive results to improve company profitability and performance. Her impressive résumé includes key positions in bookkeeping, office management, tax preparation, payroll, and controller with businesses both large and small from the East Coast to the Southwest.

Passionate about:
Treating the elderly with patience and respect. They have earned it

Favorite locat eats:
Booty’s. They serve REAL Buffalo chicken wings with celery, carrots, and blue cheese! I consider myself a chicken-wing snob since I was born and raised in Buffalo, New York.

Best birthday gift:
Both my sons closed on their first houses on my birthday in 2016.

Fun fact:
I once made an unassisted triple play in a softball game.

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Catherine-Pesavento-Headshot

Catherine
Pesavento

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Catherine

Catherine Pesavento

Highly qualified and extremely passionate about her profession, Catherine is a CPA with deep experience in corporate accounting for both global and small businesses. She excels in financial planning and analysis, as well as budget and forecast development and evaluation. For 17 years, Catherine served as an integral financial team member of a multibillion-dollar global provider of human capital and management consulting services. Additionally, she dedicated a decade as an accountant with a premier, architectural acoustics design and consulting firm in Chicago. Catherine continues to share her talents as a volunteer controller with an animal shelter and adoption center. She holds a bachelor’s degree in accounting from the University of Illinois.

Favorite movie quote:
“Remember George, no man is a failure who has friends.” — It’s a Wonderful Life

Bucket list item:
Visit Norway and see the Northern Lights.

Pet:
An adopted Shar-Pei mix named Lucy.

Celebrity run-ins:
I spotted Matthew Perry in his convertible at a stoplight in LA. I was so excited, I snapped a picture…of his car bumper.

Beth Cochran

Beth
Cochran

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Beth-Cochran

Beth Cochran

A finance and management executive, Beth is a respected leader who excels in maintaining financial systems and motivating teams. She has extensive experience in process improvement and impressive problem-solving skills. Beth has served as CEO of a large nonprofit organization in Pittsburgh providing services to members of the medical, dental, podiatric, optometric and veterinarian societies. Her key areas of expertise include strategic planning, financial reporting, and managerial accounting. She holds an MBA and a bachelor’s degree in economics.

Fun fact:
I rode cross country in the summer of 2002 on my Harley Davidson Custom 1200 Sportster with two other women who were each on H-D Fatboys. We rode from Pittsburgh to California to cruise Pacific Coast Highway 1. It was a great adventure!

Favorite movie:
Any comedy. I’ll choose laughter over romance or drama. Give me Monty Python and the Holy Grail over The Notebook any day!

Best advice:
A co-worker once advised me to pick a section in the parking garage and always park there. Even if there is a prime parking space available elsewhere, do not park there because you will forget by the end of the day and spend 15 minutes looking for your car. I tested this theory once, and quickly determined it to be a particularly good piece of advice.

Cheryl Stokes

Cheryl
Stokes

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Cheryl-Stokes

Cheryl Stokes

Cheryl brings a host of business skills and accounting experience to help clients maintain their financial records with accuracy and confidence. From payroll, to preparing financials, to accounts payable/receivable and grant tracking, she has managed overall accounting operations for various companies over the last two decades. She is especially well-versed in the accounting needs for the real estate industry and in nonprofit organizations. Software-proficient, Cheryl is a QuickBooks Online Pro-Advisor and holds a degree in Business Management.

Passionate about:
Skiing, kayaking, whitewater rafting, and gardening.

Most proud of:
My son.

Pets:
Three dogs and one grandcat.

Bucket list item:
Make it to Alaska!

Meet the team

Timothy
Stember

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Carol

Timothy Stember

Tim is a respected CPA with an extensive corporate accounting, auditing and management background. He has more than three decades of experience, most recently as a principal with Pacific Gas & Electric. In addition to the energy sector, Tim has worked for both government and private enterprise including in banking and document management. Highly responsive, Tim’s expertise includes revenue management, regulatory compliance, and process improvement. He holds an MBA with an emphasis in accounting from San Francisco State University.

Hidden talent:
Singing and playing the guitar. I belong to a Barbershop Quartet Chorus group and would love to become a professional-level guitar player.

Favorite movie quote:
“Assimilate this!” —Worf, Star Trek: First Contact

Most proud of:
My family—my wife of 37 years, our three adult children and our grandchildren.

Fun fact:
I once studied ballet and performed minor roles as a student with the San Francisco Ballet.

Chris

Christine Fritsch

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Chris

Christine Fritsch

From monthly statements to year-round accounting, Chris delivers strong skills to help business owners manage their overall finances and budgets. Before even receiving her degree in accountancy, she was already working in accounting positions. Since graduation, she’s worked for a national tax preparation company and a respected CPA office. She remains actively involved in the Valley of the Sun Institute of Managerial Accountants, a professional association.

Most proud of:
Besides my kids, it’s that I went back to school at age 55 and graduated at 58 with honors and an accounting degree.

Ideal vacation:
Getting up every morning, walking the beach, and spending all day long enjoying the ocean.

Bucket list item:
Whitewater rafting down the Colorado River.

Marcy Maslov photo

Marcy
Maslov

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Marcy Maslov photo

Marcy Maslov

Marcy has more than 25 years of accounting and finance experience with Pepsi, Motorola, and 20th Century Fox. She holds an MBA and a BS in Accountancy. She’s also a Certified Professional Co-Active Coach with more than 13 years serving the small business and entrepreneurial community.

Marcy has facilitated programs and workshops on building trust, business ethics, internal controls, and entrepreneurial accounting, and has been a key speaker at numerous accounting and industry association events.

Fun fact:
Invented e-Factor!®, an educational board game of business ethics. She uses it to provide fun, interactive training to meet Sarbanes-Oxley and other mandated compliance training.

Carol

Carol
Selby

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Carol

Carol Selby

Carol has made a career of providing exemplary bookkeeping and billing services for a myriad of clients across a wide range of fields including medical, nonprofit, and design. Her QuickBooks proficiency, superior listening skills and patience help clients more clearly identify their challenges in order to make more confident decisions.

Passionate about:
Dignity and freedom from suffering at the end of life.

Worst job:
Legal secretary. Boring!

Dream skill:
Play the violin.

Bucket list item:
Hawaii.

meghan

Meghan Mulligan

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Chris Fritsch Photo

Meghan Mulligan

With a Bachelor’s of Science in Business Accounting, Meghan brings sound knowledge of accounting principles as well as comprehensive experience to help owners better manage their bookkeeping, whatever their business field. Meghan has a passion for diagnosing and correcting financials no matter the shape they’re in, and specializes in “fixing” QuickBooks files.

Passionate about:
My kids. I know I’m biased but they really are the coolest people I know.

Favorite movie quote:
“You’re killing me Smalls!”

Pet peeve:
Loading and unloading the dishwasher. I have a certain way I like it done and it gets to me if it’s done another way.

Bucket list item:
Scotland.

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deborah

Deborah
Wheeler

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deborah

Deborah Wheeler

Business Development and Accounting

As a CFO and corporate controller, Deborah’s past executive management experience has created a track record of financial expertise and business improvements resulting in compliance, profitability, and growth.

She brings a thorough understanding of accounting and finance and combines it with a highly strategic approach to help both startups and established businesses succeed. She counts earning an MBA as a professionally satisfying and personally rewarding achievement.

Passionate about:
Life in general! I love the outdoors and enjoy encouraging the young and not-so-young alike to be the best they can be.

Perfect place:
Wherever I am at the moment.

Celebrity run-ins:
While on a Catamaran tour of Bora Bora, I tripped over the doorway and fell smack dab into Kurt Russell who caught me, breaking my fall. I was quite speechless, saying only, “I’m so sorry.”

Jaime photo

Jaime
Zeimen

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Jaime photo

Jaime Zeimen

Jaime began her bookkeeping career in Sweden where she also served as an overseas tax assistant for the IRS and subsequently managed procurement operations for the U.S. Embassy. Jaime received a Bachelor’s degree in Music Therapy from ASU, and completed her Bookkeeping Certificate at Scottsdale Community College.

She enjoys helping small business owners organize and better manage the financial aspects of their businesses.

First job:
Guitar teacher.

Nickname:
JR. It’s what my sister called me when she was learning to talk

Pet:
A dog named Tucker.

Favorite local eats:
Salt Cellar.

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Jeannie-Gambill

Jeannie
Beck

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Jeannie Beck

Jeannie has built a robust accounting career that covers a wide range of duties performed for both profit and non-profit organizations. She holds a Master of Financial Management in Accounting, is a Certified Nonprofit Accounting Professional, and has held senior as well as management positions in national companies.

Jeannie also worked for a CPA firm in Alaska before providing accounting services to small businesses and non-profit clients through her own company.

Passionate about:
Dogs. I would love to run a rescue someday.

Worst job:
Working as an accountant for a lady who could have played Meryl Streep’s part in The Devil Wears Prada.

Hidden talents:
I sing and play piano.

Best birthday gift:
My husband bought me a signed basketball from my favorite player Diana Taurasi.