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 real estate and property management, and worked in both private and public accounting prior to starting her practice. She leveraged that experience to create a business model that focuses on the clients’ needs while using their financial data to drive success.
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, Receipt-Bank, Expensify, Tsheets, Square, etc…We can help you customize your cloud environment to simplify your A/P approval 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.
Pam is a Vermont native, but has called North Carolina home for over 20 years. She is a graduate of North Carolina State University and Wake Technical College. She currently lives in Apex with her husband, their 3 boys, and 3 dogs.
Pam is active in her community, volunteering for and sponsoring local non-profit events. She also sits on the Board of Directors as the Treasurer for Women NC
When she’s not working Pam is watching her boys play sports, traveling or learning about new technology.