You’re going to love working with us!

Nikole has seen small business accounting from every perspective as a recovered tax and audit CPA who now runs her own scaling accounting firm. With her easy-going approach and contagious enthusiasm, she’s led hundreds of owners to revitalize their paper-based accounting departments or build new systems from the ground up. Nikole has high standards and competes to be a top performer - envisioning big things for her clients and her own business.

• Location: CA
• 1 Podcast Co-Host: Sons of CPAs
• 5 Australian Rules Football National Championships as a member of the SF Iron Maidens

"I’ve always loved working with small businesses, and now technology is allowing us to become embedded with them in a whole new way. We’re providing powerful financial insights that are influencing real growth. We’re riding all the highs and lows alongside our clients in a way accountants historically have never been able to do. How COOL is that!"

Ramona’s ‘whatever it takes’ mentality keeps her clients’ businesses moving forward. If you’re looking for someone scrappy and unafraid to conquer any challenge, Ramona is your partner.

• Location: CA
• 1 BA in Accounting & Finance
• 10 Years of Season Ski Passes in Tahoe

“I love building one-on-one relationships with different small business owners. I’m excited to show them how we can use different tools and processes to solve their problems - and there is always a problem to solve!”

Jen is consistently there any time you need a little extra guidance. If you’re looking for someone who will understand the nuances of your business so that she can anticipate your needs, Jen is your partner.

• Location: CA
• 1 BA in Business with an Accounting concentration
• 2 Fur Babies: Norman and Buddy

“I am there for my clients for whatever they need and try to go above and beyond expectations. If I don’t have the right answer, I will find someone who does.”

Ashley D. is the eyes and ears for her small business owners. If you’re looking for someone who enjoys providing support at the ground level and does her job well so that you can do your job well, Ashley is your key support person.

• Location: AZ
• 14 Years of Experience in Accounting
• 3 Holidays Always Celebrated at Once (Thanksgiving, Birthday, and Christmas)

“I love how agile small businesses are. Seeing how a small process change I recommended and implemented can take the stress away from a business owner really makes my day.”

KayTe is very detail oriented and always ensuring that processes are running smoothly/accurately. She actively engages with business owners, readily addressing any questions and resolving any issues that arise. She is dedicated to her clients' success and will ensure that she provides accurate and informed responses. She strives to exceed client expectations by providing excellent communication.

• Location: Montana
• 1 BA in Accounting & Finance
• Figure skated for 5+ years

“I love collaborating with business owners to help support/grow their business in every way possible. I enjoy getting to know my clients personally and professionally to become a trusted and reliable advisor within their business.”

Mark is passionate about making financial clarity accessible to everyone. With 9 years of experience, he excels in bookkeeping and financial analysis helping clients understand their financial health and achieve their goals.

• Location: Philippines
• 1 BS in Accountancy
• Loves playing computer games!

“I love the opportunity to make a tangible impact on our clients' financial well-being. It’s incredibly satisfying to transform complex numbers into clear insights that empower our clients.”

Kathleen is an experienced bookkeeper specializing in accurate financial record-keeping and process optimization. She is dedicated to helping businesses stay organized and make informed financial decisions with reliable, efficient support.

• Location: Philippines
• Certified Public Accountant (Philippines)
• Accidental high jump contest winner

“I love working with startups and small businesses; things could change very quickly. Helping them create and streamline financial processes, making it easy to understand, feels like I'm an integral part of the business.”

Mary's superpower is her amazing attention to detail. She's like a detective, carefully tracking every penny and making sure everything adds up perfectly in the books. But Mary's not just about numbers. She's also really reliable and trustworthy. Small businesses rely on her to keep their finances in order and follow all the rules.

• Location: Philippines
• Certified Public Accountant (Philippines)
• Accidental high jump contest winner

“The best part of being on the team at Momentum is the opportunity to work with dedicated colleagues in a supportive environment, they always make sure that we have a work-life balance. I care most about providing accurate financial services to clients and contributing to their success. ”

Owen is the most junior member of the Momentum team working behind the scenes as the duct tape that holds together some of our unavoidably manual workflows. Your key support person and partner rely on Owen to access, organize, and maintain essential backup documentation as part of their monthly accounting workflow.

• Location: CA
• 1 High School Diploma (In Progress)
• 1 Truck ready to be driven on his 16th birthday