Momentum CFO Services
Strategic partnering & custom solutions
Momentum CFO delivers the benefits of Fortune 500 financial expertise to smaller businesses, without the expense of hiring a full-time CFO. You can feel confident in your decisions knowing you’ve got an expert by your side.
As your strategic financial partner, we’ll listen carefully to understand your needs. Then we’ll create a customized plan that empowers you to maximize profitability, increase cash flow, and make better financial decisions.
We aim to shorten your financial to-do list and give you peace of mind about your finances. Our services are highly customized to meet your unique needs.
Service Packages
Startup Services
Planning and implementation support services for entrepreneurs who want to start a profitable business.
Planning, Reporting, and Analysis
Power up your profits! Best for growing businesses with less than $5 million in annual revenue, few employees, and potentially inconsistent profits and cash flow.
CFO Services
Our most comprehensive service package. Best for businesses with $5 million+ in annual revenue, 10+ employees, a stable customer base, and healthy cash flow.
Stand Alone Services
Analytics
Turn information into insight with interactive dashboards that visually depict key trends and metrics.
Financial Mentor
One-on-one coaching for business owners who want to give their finances momentum.
Private and Small Company Board Work
Our founder Rosemary Linden is available for select board work.
“I brought Rosemary in to help my business when it was in a financial crisis. She immediately helped me right my ship by pinpointing vendors that were charging too much or failing to deliver. Rosemary evaluated my company’s financial situation, found issues that could lead to future problems, and created a plan to generate greater profit with less effort. Now my company is forward-thinking, and I know my finances are in good hands with Momentum CFO.”
– Perry Sexton, M.D. | President, Encinitas Family Care, Encinitas Family Care
