Momentum CFO | Outsourced CFO Services | San Diego, CA

Momentum CFO | Outsourced CFO Services | San Diego, CA

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Stand Alone Service

Analytics

Turn information into insight with interactive dashboards that visually depict key trends and metrics.

Gain deep insight into your business and monitor your most important metrics in real-time. Data visualizations help you make informed decisions and course corrections easily and confidently.

What is my revenue and gross margin by industry and over time? Which industries are most profitable? Our dashboards provide these answers.

Dashboards provide solutions.

Here are a few challenges your company may be facing, and how our customized financial dashboards can visually show you the answers you are looking for

Sales are higher than anticipated this month! How do we keep the momentum going?

  • Easily see how many new customers you gained this month
  • View which customers are ordering more frequently than last year  

What are sales like right now for the day? Week?

  • Get real-time insight into your financial and business metrics
  • Determine how close you are to meeting your monthly sales and gross margin goals
  • See which factors are impacting your profitability

We don’t have enough inventory to meet customer demand. Which products should we increase production on?

  • View what your top 10 best-selling products are
  • Visually see which sizes and colors of your products are selling out first

How can we track our services nationwide?

  • Get an interactive display of how your revenue is distributed geographically
  • See which states have the highest concentration of your customers
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“Rosemary and her team possess deep knowledge in numerous areas like financial reporting, business intelligence, and data analytics. Momentum CFO will help your organization gain better insights and offer strategic recommendations to achieve your goals.”

– Anthony LaScola, President, Ternio Solutions Group

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Momentum CFO

445 Marine View Avenue, Suite 300
Del Mar, CA 92014
858.284.0314

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