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: Cash Flow Show
• 7 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!"

Milli is the driving force behind strategic growth and streamlined operations at Momentum (and the only non-accountant!) With a knack for turning big-picture goals into clear, scalable systems, she builds the infrastructure that keeps everything everything running smoothly. Whether refining sales strategies, implementing EOS, or coaching teams, she brings a people-first approach to every challenge.

• Location: CA
• Ran her own business for 8 years
• 7 Australian Rules Football National Championships, teammates with Nikole

“I thrive on turning chaos into clarity. I’m obsessed with building systems that support both the business and the people behind it – because every time we grow, we get to support more business owners doing what they do best!”

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.”

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!”

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.”

Meagan is a detail-driven accountant who brings clarity and confidence to her clients’ finances. With a background in onboarding new clients, she has helped develop streamlined, supportive processes that makes getting started feel easy.. She specializes in helping business owners clean up their finances, catch up on past work, and implement systems that support smarter decision-making. Clients appreciate her down-to-earth communication style, proactive mindset, and genuine investment in their success.

• Location: Michigan
• Bachelor of Business Administration (BBA) with Business Management and Accounting concentrations, Northwood University, 2013
• I spend most of my free time watching my boys race their motorcycles

“I'm excited to bring a calm, can-do energy to every project - helping clients feel less overwhelmed and more empowered with their finances.”

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.”

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)
• 1 Tortoise cat named Choco

“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. ”

Re-ann is a steady, behind-the-scenes force who keeps things running smoothly so others can lead, create, and grow. As an experienced Executive Assistant and operations pro, she’s all about clarity, structure, and thoughtful support. Whether she’s streamlining workflows or managing day-to-day priorities, Re-ann brings a calm, organized presence that helps everyone around her stay focused and in control.

• Location: Philippines
• Executive Assistant & Operations Specialist
• Loves reading, watching anime, and playing piano

“I love being the support that keeps things moving and makes sure clients stay organized, focused, and on track—from managing priorities to handling the small but important tasks that often go unnoticed. I’m proud to be part of a team that values real impact and helps businesses grow with confidence.”

Courtney Lake brings both expertise and heart to her role as Senior Accountant. She’s passionate about building strong relationships with her clients, creating a seamless flow of communication, and supporting businesses as they grow from the ground up. With her thoughtful and collaborative approach, Courtney ensures that her clients feel supported, understood, and set up for success.

Location: Tampa, Florida
Senior Accountant

Sports mom through and through—whether it’s cheering at her son’s baseball game, supporting her daughter at cheer competitions across states, or watching football at home, she’s always all-in for her team.

“I love that Momentum, even while being remote, still has such a strong family feel. Everyone steps in to support one another, and the collaborative, exciting environment makes it a joy to be part of the team.”

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