On the Books, LLC was established in December 2016 with one goal: offer the best customer service and financial advisory services in the area. The founder, Pamela Stocks, has a background in both private and public accounting. She leveraged that experience to create a business model that supports growing, funded startups in the technology and life science industries through customized solutions that scale with the client. 

We are committed to cloud technology and we want to share it with you! All of our employees are QuickBooks Online Certified ProAdvisors, and QBO is the only financial software we use, so we know it well. We are continually learning about and using apps that integrate with QBO, such as Bill.com, Dext, Ramp, Hubspot, Gusto, and so many more.  We can help you customize your cloud environment to simplify your A/P process and expense reporting, streamline your payroll process, automate your receipt storage, and more!  Whether you work directly with the Owner, or one of our other rock stars, you will receive the same top notch service. 

We work with growth minded entrepreneurs and small businesses in the real estate and tech industries. Our typical client has 1-20 employees and does not have an in-house accounting department. Because we tailor our packages to the client’s needs, we can grow with the company as their business becomes more complex. Our goal is to become a strategic advising partner with our clients so that our contributions transcend the data entry of maintaining balanced books.