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Expert Financial Guidance

Momentum CFO is a boutique firm specializing in outsourced Chief Financial Officer services for small to mid-size businesses. We help business owners increase profit, improve cash flow, plan, and make better financial decisions. Enjoy the benefits of Fortune 500 financial expertise at a fraction of the cost of a full-time CFO.

You have a vision for the financial future of your business. We help you achieve it. Whether you need high-level strategy and a proven plan to achieve your next revenue goals, help managing your business finances and ever-growing to-do list, or you’ve got a financial problem that’s affecting your cash flow and peace of mind — Momentum CFO is your financial solution.

Is Momentum CFO Right for You?

Typical characteristics of our clients include…

$5 million+ in annual revenue

A team of employees

Healthy cash flow

Experiencing or planning for growth

Does this sound like you? If so, let’s unlock your business’s financial potential! How do we get started? Tell us what part of your businesses’ finances are keeping you up at night, and then let’s schedule some time to talk about what long term financial success could like.

Gain the Benefits of Experience

Enjoy powerful results

What happens when you engage a trusted CFO with over 20 years of experience?

“Our profit on a sale to a major women’s clothing store was nearly 50% higher than we’d have earned without working with Rosemary! She analyzed all aspects of the order and showed us specific adjustments to make. She not only solved our immediate problems, she also created a customer profitability framework that we can follow for future sales to additional customers. I can’t speak highly enough of Rosemary and the level of accountability that comes with working with Momentum CFO. This has proven to be one of the smartest financial decisions I’ve made for my company.” – S. Sisca, CEO of Social Sunday

Meet Rosemary

Custom Solutions and Peace of Mind

We complement your expertise

We understand that our clients are experts in their specific industry. Yet when your skill set doesn’t include a financial background, it’s difficult to feel secure about your business’s financial direction.

Burdened by financial management, you’re forced to make financial decisions outside of your expertise: Will this purchase be a good investment? Should I sign this contract? Is my pricing optimal? Can I afford to hire more people? Your time is spread thin, and you worry about how you’ll move your business forward.

Our customized services are designed to help you feel confident that your financial operations are running smoothly and profitably.

Fractional CFO services

Working with Momentum CFO includes:

    1. Analyzing your business’s unique financial situation
    2. Providing clear guidance to help you increase profit, improve cash flow, and make wise decisions
    3. Identifying financial problems and offering solutions to solve them now and avoid them in the future
    4. Designing and implementing a clear plan to achieve your business goals


Learn how Momentum CFO delivers precisely the right solutions to meet your business needs.