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We serve small to mid-size business owners in Southern California and nationwide. Many of our clients are established, growing businesses with annual revenues between $2 million and $15 million.

However, not all of our clients fit this profile, and we welcome diversity. We also proudly serve startups and very mature businesses that were established more than 30 years ago.

Our work together is highly customized based on your unique needs. We first thoroughly review and analyze your financial situation. We listen carefully to understand your most urgent problems and develop solutions with specific, actionable steps to resolve them.

We create a tailor-made client service calendar for each year, as shown in this example. The service calendar includes activities that recur each month, such as monitoring cash flow, analyzing your financial results, reviewing key metrics, and making recommendations for generating increased profit. It also includes items that need to be addressed intermittently or only at specific times during the year, such as planning to minimize taxes at year-end, reviewing your pricing strategy, assessing financial risks, and developing a financial plan for the upcoming fiscal year.

It depends on where your business is located and your personal preferences. If you’re in the San Diego area, we’re happy to partner with you in the comfort of your own office. If you’re located elsewhere, we’ll partner with you virtually. From online meeting scheduling tools to videoconferencing and screen sharing solutions, we use the latest technology to make your virtual experience just as fantastic as in-person interactions.

We care about your health and the health of others. During the covid-19 pandemic, all meetings will be conducted virtually.

No problem! As your CFO, we serve as the quarterback for your financial team, coordinating and overseeing the activities of your bookkeeper or accountant(s), tax preparer, banker, insurance broker, other industry specialists.

If you don’t already have a financial team in place, we’ll help you form one. We partner with other highly trusted industry specialists to deliver the complete financial solutions you need.

When you hire Momentum CFO, you’re investing in your business’s financial future. We partner with you to bring you financial peace of mind and help you grow your business profitably. The additional revenue and profit our clients generate as a result of working with us can far exceed the cost of our services. Please ask us for examples. We have many to share!

Most of our clients retain us to provide financial guidance on an ongoing basis. We charge a flat monthly fee for recurring services. In addition, we offer project-based fees for well-defined projects such as creating an annual financial plan, cash forecast, or long-term strategic plan.