IT’S TIME TO GROW. CONFIDENTLY.

Welcome to a new generation of accounting.

Our team is your team.

We’ll take care of you and your numbers!

We are a 100% US-based, remote team of business-savvy accountants and technology experts who help like-minded creative agencies and other professional service companies scale from $1 million to $10 million in annual recurring revenue.

Your numbers.
Our expertise.
One story.

We’re small business gurus. Whether it’s seamless invoicing that keeps customers paying on time or forward-looking forecasts including that deal you landed this morning – we’ve got great advice and innovative ideas to share.

Stop juggling. Start focusing.

Integrated accounting solutions that move your business forward.

Technology Implementation

Modern integrated accounting solutions. Whether you are considering a complete accounting overhaul or a few small updates, we are here to make it a seamless and stress-free process.

CFO Advisory

Your data tells a story. We find that story. The combination of our savvy team, custom technology stacks, and elevated accounting turns data into actionable insights that guide real growth.

Cloud Accounting

Your business is anywhere you are. We use collaborative cloud-based tools that provide you instant access to the information you want whether you’re on a call or on the green.

Tax Documentation Support

Turnaround before you can turn around. Not only do we prepare all the documentation your tax accountant needs to file on time, we respond quickly and thoughtfully to all of their requests for supporting information. You’ll never be in the weeds with your tax accountant again.
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People Advisory

Focus on the relationships. Let us focus on the rest. We offer tools and recommendations that streamline your employer responsibilities.

Smart Support

Real people. Real support. Based across 6 states and growing, Momentum is here for you.
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If you need more (beyond just bookkeeping), then it’s a no brainer, they are awesome and they will be there as you grow.”

– Michael Ross, CEO of Lattice Wealth Management

Better information. Better decisions.

Actionable insights
delivered how and when
you need them.

People focused. Technology driven.

Momentum Accounting. Cloud solutions at your fingertips.

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