Fractional CFO Services for Growth Without the Guesswork

“Momentum CFO has been an invaluable asset to Bioscribe. When we grew to a certain size, it became clear we needed expertise beyond what my bookkeeper, accountant and I could provide to support our next phase of growth. Rosemary was a perfect fit. A fractional CFO who cares deeply about supporting her clients, and other small businesses. She provides broad expertise and a flexible model, which is what my consulting practice offers our clients. She has worked with me to fine-tune her services to fit my needs as we navigate varying scenarios. This has included setting up a new 401(k) plan, bringing in new financial management tools, creating detailed budgets and forecasts, revenue analysis, and compensation planning. After nearly 30 years in business and still going, I’m delighted to have Rosemary guiding me in my, and my company’s, next chapter!”

“I brought Rosemary in during a financial crisis, and she rapidly righted the ship, identifying vendors who were overcharging or failing to deliver. I realized how many decisions I’d made on gut instinct rather than data and wished I’d engaged her earlier. For 8 years, her guidance helped me grow my practice while focusing on my passion for patient care. The climactic conclusion came when she helped me sell my practice, presenting the financial metrics that buyers expect to see. Selling a business is grueling, but with Rosemary in my corner, I had greater confidence, and she ultimately helped me get 67% more than the first offer I received.”

“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 because of the high trust that I have in her and the integrity of her work. Her 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.”

“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!”