Let’s Get Started
Welcome To Momentum CFO
Learn what you can expect from us and what we request from you.
Momentum CFO values enduring relationships with our clients. Here’s what you can expect from us and what we ask of you to ensure our partnership is successful.
- We’re dedicated to always acting in your best financial interest. We take pride in delivering excellent service and results.
- Managing your business’s finances requires a time commitment from both of us. You can count on us to do the heavy lifting. We count on you to participate in meetings and provide information we request to serve you.
- Our financial recommendations are based on information and data you provide. Please notify us of any significant business developments that will impact your finances.
- Clear communication is essential. We welcome you to ask questions and provide feedback on how to best communicate with you.
- Strong relationships are built on courtesy and mutual respect. We treat each other as we’d want to be treated ourselves.
Complete the Client Onboarding Questionnaire
Tell us about your business. Please complete this questionnaire, which requests basic information about your business that we need to begin your financial health check.
Complete the Client Communication Preferences Questionnaire
Tell us about you. We all have different schedules and styles of communicating. We want to learn what’s best for you.
Security & Document Storage
We take the security of your financial information seriously.
For your protection, please avoid sending sensitive information to us via email. We’ll provide access to a document storage system where we can share information securely.
We recommend you avoid sending the following documents through email:
Schedule A Meeting
We’ll contact you to schedule our Financial Health Check kickoff meeting. For clients located in San Diego, the first meeting is usually held in-person at your office or ours. Subsequent meetings are usually via Zoom, unless you request otherwise.
To schedule a meeting, use our convenient scheduling tool to quickly find a time we’re mutually available.