Expert Financial Guidance
Enjoy the benefits of Fortune 500 financial expertise at a fraction of the cost of a full-time CFO.
Feel Confident and Secure About Your Finances
Grow Profitably and Sustainably
Many small and mid-size business owners lack the time, resources, or expertise to optimally manage their business finances.
Time is money when you’re running a multi-million dollar business. At Momentum CFO, we architect a financial strategy that lets you get back to doing what you do best. Our team offers clear guidance to increase profit, improve processes, plan, and make better financial decisions. We carefully monitor your finances and develop financial projections that reveal your financial future.
Engage us to help. We’ll create a clear plan for success that inspires confidence.
We Complement Your Expertise
Custom Solutions and Peace of Mind
A Chief Financial Officer is an essential member of your leadership team, but a full-time CFO is often unaffordable for small and midsize businesses. Momentum CFO provides the benefits of a CFO’s experience and expertise without the cost of hiring a full-time employee.
CFOs are knowledgeable about topics including financial planning and analysis, profit enhancement, pricing strategy, and preparing to sell your business. Our team provides custom solutions that translate financial data into insight, improve decision-making, and save time and resources.
Gain the peace of mind of knowing you’re on track to achieve greater financial success.
Services Designed For You
Financial Health Check
The Financial Health Check is a thorough assessment of your business’s financial health.
Fractional CFO Services
For small and midsize businesses seeking ongoing partnership with a CFO.
What Our Clients Say
Rosemary and her team possess deep knowledge in numerous areas like financial reporting, business intelligence, and data analytics. Momentum CFO will help your organization gain better insights and offer strategic recommendations to achieve your goals.
I would give Rosemary ten stars on a five star scale if I could. I am happy to refer anybody that I know to Rosemary’s work because of the high trust that I have in her and integrity of her work.
I brought Rosemary in to help my business when it was in a financial crisis. She immediately helped me right my ship by pinpointing vendors that were charging too much or failing to deliver. Rosemary evaluated my company’s financial situation, found issues that could lead to future problems, and created a plan to generate greater profit with less effort. Now my company is forward-thinking, and I know my finances are in good hands with Momentum
I gained invaluable insight from Rosemary’s financial reports and dashboards! They helped me make important executive decisions that increased our business’s revenue and profitability.
Rosemary is diligent, committed to high quality work, well versed in financial practices, and able to communicate complex information to any audience regardless of its level of understanding of financial statements.
Rosemary has gone above and beyond since the very start. She is incredibly respectful, systematic, detail oriented, and exceptional in every way. It is extremely reassuring to have her guidance on present and future financial health.
Rosemary’s spreadsheets are beautiful, in the sense that they are laid out very methodically and built with easy to read color coded cells in such a way that when you punch in numbers, you know where to look for answers. In addition, her advanced Excel skills and business acumen, which comes from working in various industries and companies of very different sizes, really helped me, the client, because she can get to the heart of the issue very efficiently and not waste time and money.
I must admit that I had no idea of the tremendous value a CFO could bring to my company until I hired Rosemary. Rosemary has been fantastic to work with over the past two years, and I have learned so much about financial metrics and reporting from her. Not only does Rosemary deeply analyze and report on every aspect of our business, she constantly provides suggestions on how to streamline and improve the financial health of the company.
Our business had recently completed an overhauling of how we did things; we found things that had been done for years and needed addressing. We wish we had known what Momentum CFO could have done for us sooner, so we could’ve saved time and money. Having Momentum CFO on board has changed everything: our accounting, reporting, forecasting and most of all budgeting improvements. We recommend all types of businesses take the time to experience what we now have!
My experience with Rosemary has been nothing short of insightful and meaningful. It has been a learning and development partnership between us. She has a wealth of knowledge that aids in my role at Cal Head & Neck. She is a great partner and collaborator and I am grateful to have her as a colleague.
Rosemary’s professionalism and attention to detail always impressed me. Her extreme attention to detail, building very complex financial models, and “teaching you to fish” approach is really incomparable.
From our initial meeting, Rosemary was not trying to push services. She took the time to understand our company to design a plan to meet our goals. Her commitment is what’s best for us as clients. Rosemary’s qualities are not seen very often in business. I want to thank you for your integrity, honesty, and professionalism.
