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:
Cash Management
Keep your business safely afloat
Cash flow is the lifeblood of your business. 82% of businesses that fail do so because of cash flow problems. Don’t be a statistic- we can help! We manage and forecast cash flow, help you obtain financing, and identify the best uses for your cash.
Financial Reporting & Analysis
Know your numbers to improve profitability
Not a fan of spreadsheets? Not sure if your business is as profitable as it could be? We’ll do the heavy lifting for you. We deliver beautifully designed, user-friendly reports and explain them in straightforward language, not finance jargon. We carefully analyze your numbers and provide actionable guidance to improve profitability.
Planning & Forecasting
Plan for and predict the future
Do you have a financial plan that will help you meet your goals? What will your finances look like in 6 months? At the end of the year? Next year? Forecasting helps you plan for the future, measure performance, and identify the resources you need to grow.
Business Intelligence
Turn information into insight with interactive dashboards
Gain deep insight into your business and monitor your most important metrics in real time. We analyze large quantities of data to generate insights that drive measurable, meaningful improvements to your business. Our user-friendly, interactive dashboards present visually interesting and clear information, accessible anywhere, anytime.
Decision Support
Make wise financial decisions
Can you afford to hire more staff? Is that purchase you’re considering a good investment? Should you sign that contract? We take the guesswork out of making your best financial decisions.
Risk Management
Protect your business
Do you have a “Plan B” if one of your vendors can’t deliver? Is your business adequately insured? Do you have controls in place to prevent fraud? We perform a comprehensive risk assessment and make recommendations to help you protect the business you’ve worked hard to build.
