Momentum serves clients nationwide. Home base is in sunny San Diego.
Our office is located at: 445 Marine View Avenue Suite 300, Del Mar, CA. Office visits are by appointment only.
Have questions? Scroll down to see our FAQs.
Need to reach us? Send a message, call 858.284.0314, or schedule an appointment.
We’re proudly woman-owned and love to support other woman-owned businesses.
Who do you work with?
Most of our clients are established, growing companies with revenues exceeding $1 million annually. Some clients sell products, some offer services, and others are talented serial entrepreneurs who have several different businesses. We serve clients nationwide and have expertise in a broad range of industries to suit our clients’ needs.
What does our work together include?
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.
Do you work onsite or virtually?
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.
What if I need other financial services in addition to CFO services?
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.
How do you charge?
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 serve as their CFO on an ongoing basis. We charge a flat monthly fee, which varies based on the size and complexity of your business.
If you only need assistance with a specific project such as creating an annual financial or long-term strategic plan, we charge an hourly rate for services.