Tap into the massive financial potential a CFO can unlock
Our team has decades of financial management experience partnering with businesses of varying sizes, growth stages, ownership forms, and industries. This diverse experience helps us pinpoint the financial best practices that keep businesses growing profitably and sustainably.
You can count on our CFOs to craft precisely the right solutions for your business needs.
Let’s give your business Momentum!
Meet The Founder
Rosemary has helped businesses achieve financial success for over 20 years.
As a strategic financial advisor to business executives, Rosemary has a wide range of professional experience working with companies ranging from small start-ups and nonprofits to global Fortune 500 enterprises. Rosemary has led finance organizations at corporations such as Arthur Andersen, MCI WorldCom (now Verizon), WD-40 Company, and Quest Diagnostics, in addition to numerous small and middle-market businesses.
Although Rosemary enjoyed working for companies of all sizes, her passion lies in helping small and midsize businesses grow profitably and sustainably.
In 2016, Rosemary left the corporate world and started Momentum CFO. She recognized that small and midsize business owners greatly benefit from a CFO’s expertise, but often don’t need or can’t afford full time support. At Momentum CFO, Rosemary adapts her knowledge of large company best practices to smaller businesses, helping them increase profit, improve cash flow, plan, and make optimal financial decisions.
Rosemary has been recognized for her outstanding achievements in the business community. In 2023, she was honored to be named one of San Diego’s Top 50 Women of Influence in Accounting and Finance and CFO of the Year Finalist by the San Diego Business Journal.
Rosemary attended the College of William & Mary, where she received a BA in Economics. She continued her education at San Diego State University, earning her MSBA (Master of Science, Business Administration) in Financial and Tax Planning.
When Rosemary isn’t busy being a finance nerd, she enjoys…
- Scuba diving around the world with her husband. And sharks. Big, really not-so-scary sharks.
- Unwinding with a game of Tetris or Super Mario Brothers on her Nintendo NES.
- Assembling LEGO models and jigsaw puzzles.
- Keeping on her toes in ballet classes and as Board Chair for San Diego Civic Youth Ballet. She’s been practicing pliés, relevés, and sautés since she was four years old and was recently honored as one of San Diego’s Top 50 Nonprofit Board Leaders of Influence by the San Diego Business Journal.
Truffle is in fact a Cat
Please contact Rosemary for any details
Truffle has over 6 cat years of business experience.
Truffle helps us stay on top of the latest financial news. She occasionally offers to destroy sensitive documents with her claws, but we prefer our shredding machine. Most of all, she reminds us that balancing work with play makes for a happy life.
Although Truffle naps in the sun for most of the day, she never lets us miss lunchtime and reminds us to step away from the computer and play.
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.
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.