Accounting and operations support that takes you from garage to unicorn

"I have had the pleasure of working with the OTB team for many years now. Not only has this team helped improve and create processes to streamline our business they have also built a great deal of trust with myself and my team. I have appreciated being able to count on them to do what they do best so I can focus on my business."

"Working with Pam and the team from On The Books was great. They started working with us when we were a small four person company and scaled alongside our business all the way to exit. The three phrases I would use to describe OTB are: Proactive, Detailed and Customer Centric. I liked them so much I am using them again in my next venture and I recommend them exclusively to other companies in my investment portfolio."

"My experience with Pam and On The Books has been absolutely wonderful! Pam's exceptional knowledge in accounting is matched by her remarkable patience and availability, going above and beyond to assist us. What truly sets her apart is her dedication to efficiency and her delightful personality – I wholeheartedly recommend her!"

"OTB has been an indispensable part of my team over the last several years. They have been extremely attentive to my company’s needs and most importantly, take ownership and solve issues. They have helped me navigate accounting, payroll, and more."

"I met Pam and her team when my company acquired a client of hers. The acquisition and post acquisition integration went very smoothly as Pam and her team delivered a clean set of books and a set of defined processes and controls. Working with On the Books is an absolute pleasure! They are tech forward, always professional, and a group of very knowledgeable nice people. I would happily recommend her team to anybody."

I have worked with Pam for many years and across several clients and can attest that they have a robust group of qualified individuals on staff and are very aggressive at getting systematic processes automated and cleaned up. The OTB team has provided Payroll, Bill.com and Quickbooks coverage for us for years and Pam particularly is someone I turn to for expertise in these various systems/compliance areas.

First, I would highly recommend Pam and her team. Effective, efficient and great business partners. They are excellent. I hired her team to initially help to setup a stand alone company ahead of a spin-out from a larger public company, and on a relatively short time frame. There were many moving parts to get the entire backend accounting and administrative functions in place, and to do so without disrupting the ongoing business. They not only stepped up to meet the challenge, but went over and beyond. People know that I have a very high bar, and they exceeded that.