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Description:
Momentum. Accounting done differently.
Momentum is a boutique relationship-driven accounting firm that leverages best-in-class technology to provide certified CPA, white-glove bookkeeping, payroll, and CFO services to small businesses. Momentum believes each client is a unique collection of people, stories, and goals and strive to develop real relationships with their clients becoming a trusted extension of their team. Momentum is passionate about “finding the story in the numbers” and spends time with each client interpreting reports, providing information and valuable insights that help clients make better business decisions. Momentum operates with honesty, integrity, and full transparency delivering tailor-made solutions that help companies grow—Clear your head and leave your numbers to us.

Target audience:
Growing professional companies who care about their numbers and are open to technology solutions that streamline process and value expert guidance that helps drive smart growth.
• Small to mid-size businesses with revenues between $1-$20M
• Business owners and CEOs
• Industries we serve: Wealth management, marketing agencies and technology companies (especially SaaS companies)