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Momentum CFO provides financial consulting for small businesses nationwide. Our home base is in 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.
FAQs
Who do you work with?
We provide financial consulting for small and mid-market businesses in Southern California and throughout the United States. Our typical clients are established, growing businesses with annual revenues of at least $2 million, a team of employees, and healthy cash flow.
How do we provide financial consulting for small businesses?
By partnering with Momentum CFO, we provide your small business with financial consulting that is highly customized. First, we thoroughly review and analyze your financial situation. Then, we listen carefully to understand your most urgent problems. Third, we develop solutions. Furthermore, these solutions will have specific, actionable steps that you can begin taking today.
Service Calendars
We create a tailor-made client service calendar for each year, as shown in this example. The service calendar includes activities that occur monthly:
- Monitoring cash flow
- Analyzing your financial results
- Identifying key metrics
- Making recommendations for generating increased profit
In addition, it also includes items that need to be addressed intermittently. For example:
- Financial planning to minimize taxes at year-end
- Reviewing your pricing strategy
- Assessing financial risks
- Developing a financial plan for the upcoming fiscal year
Do you work onsite or virtually?
Our financial consulting depends on where your business is located and your personal preferences. If you are in the San Diego area, we’re happy to partner with you in the comfort of your own office. However, if your small business is located elsewhere, we’ll partner with you virtually. We use the latest technology to make your virtual experience just as fantastic as in-person interactions:
- Online meeting scheduling tools
- Videoconferencing
- Screen sharing solutions
We care about your health and the health of others. Therefore, during the COVID-19 pandemic, all meetings will be conducted virtually.
What if my small business needs other financial services?
No problem! As a financial consultant for many small businesses, we serve as the quarterback for your financial team. We’ll coordinate and oversee the following activities:
- Your bookkeeper or accountant(s)
- Tax preparer
- Banker
- Insurance broker
- Other industry specialists
Need a Financial Team?
Don’t already have a financial team in place? We’ll help you form one specifically for your small business. How? We partner with highly trusted industry specialists to deliver the complete financial solutions you need.
How do you charge?
When you hire Momentum CFO, you are investing in your business’s financial future. We bring you financial peace of mind and help you grow your business profitably. In addition, the revenue and profit you will generate can far exceed the cost of our services. Please ask us for examples. We have many to share!
Most of our small business clients retain us to provide financial guidance on an ongoing basis. Therefore, we charge a flat monthly fee for recurring services. In addition, we offer project-based fees for well-defined projects. These projects can include:
- Creating an annual budget
- Cash forecasting
- Long-term strategic planning
