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.
Our work together begins with a conversation about what’s on your mind regarding your business. After gaining a thorough understanding of your needs, 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
Momentum CFO delivers the benefits of Fortune 500 financial expertise 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. 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: