At Momentum CFO, we understand that your business finances are personal, yet relationships with financial professionals can often feel impersonal. You’re not just another number to us. You’re an important and valued client, and we treat you as such. We’re not only the expert guide on your business journey, we travel the road with you and stay by your side throughout the ups and downs of business ownership (which can often feel like a roller coaster ride).
Our work together begins with a conversation. Our friendly and approachable demeanor will put you at ease as we welcome you to discuss what’s on your mind regarding your business. After we gain a thorough understanding of your needs and desires, Momentum CFO will create a customized plan that empowers you to maximize profitability and achieve your financial goals.
Identifying your problem areas and financial goals may sound like:
Momentum CFO Services
Strategic partnering & custom solutions
While Momentum CFO delivers high-level financial expertise without the need to hire a full-time CFO, we do very much become your strategic partner. You can feel confident in your decisions knowing you’ve got a reliable expert by your side. We’ll coordinate and oversee activities among your existing team of CPAs, bankers, auditors, and insurance brokers, or develop the team you need based on our trusted partnerships with other industry specialists.
Our services are highly customized to meet your unique financial goals and needs. Components of the complete solutions we provide include: