ON THE MONEY - Key Persons
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.
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.
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.
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.
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.
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.
Job Titles:
- 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.
Job Titles:
- 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.
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.
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.
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.
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.
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.
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.
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.