Accounting is a team sport.
You’re going to love working with us!
Our team shares a common goal, to make accounting technology more accessible and the entire process more human.
Meet the team that brings clarity to numbers and turns data into insights that help you drive better, faster, more streamlined business decisions—everyday.
It’s our people who make the difference.
Nikole Mackenzie, CPA
CEO & Founder
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!"
Ashley Carroll, COO
Ashley C. will be the first person you meet at Momentum and your go-to person to talk through clever and common-sense approaches to your complex problems. Her unique ability to understand and maintain sight of the big picture while working with the team to execute the small details makes her the glue that holds us together. She is passionate about the team’s mental health and work-life balance, knowing well-taken care of and appreciated teams can provide that same level of care to their clients.
- Location: PA
- 1 BA in Accounting
- 76(ers) Her Favorite Basketball Team
“What I care about most is all of the people involved in running a small business. Whether helping a small business owner or one of my teammates, I try to balance my roles as a problem-solver and an empathetic ear. Most people know the direction they want to go; they only need a little help moving forward.”
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.”
Talic’s confidence is so contagious you’ll walk away from every conversation with him excited about your business. Originating from South Africa, his ability to adapt to new and ever-changing situations can be critical for growing small businesses. If you’re looking for someone to inject some energy into your entrepreneurial adventure, Talic is your key support person.
- Location: TX
- 2 BA’s in Accounting & Finance (and a 3rd in progress)
- 22 Music Festivals Attended
“I enjoy learning all of the little aspects that make each small business function and then working hands-on to find creative opportunities to help grow companies in ways you didn’t expect to.”
Payroll Compliance Manager
Rachel’s expert system navigation skills allow her to plug into nearly any payroll workflow and begin troubleshooting on-demand. Her attention to detail and next-level research skills provide small business owners with a fractional payroll specialist one call, text, or email away.
- Location: FL
- 35 States in which she has Experience
- 600 Employees on Her Largest Payroll Run
"In every small business, people have to wear many hats. I enjoy being able to step in and support in a variety of ways because every day is different!"
Executive Virtual Assistant
Marlayna is bringing a fresh set of eyes to Momentum’s expanding operations. She works behind the scenes assisting the team in following up on initiatives and closing the loop on requests so that you never stress about your finance and accounting.
- Location: FL
- 1 BS in Mechanical Engineering
- 5 Party Bands She Sings In
“I firmly believe that small businesses are so essential to our society. They offer services to customers while including the perfect touch of humanity we all need. Support is needed for them to thrive, and I am here for that!”
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
Michael Mackenzie, Ph.D.
Developer, Director of Momentum Insights
Michael is the Director of Momentum Insights, a passion project at Momentum Accounting to build tools to help small businesses be more efficient and monitor their most critical business metrics. He helps save our team and clients time by organizing data that would take anyone else hours of manual manipulation.
- Location: OR
- 1 Ph.D. in Mathematics
- 10 Guitars in his Collection
“For me, the best part is helping the team be more efficient by automating time-consuming tasks and finding and building new ways to share the story behind the numbers for our clients.”
“Before Momentum, I didn’t have the confidence or trust in what we were doing. Within moments of hiring them, I knew it was the right thing to do. They handle business smoothly and fix any previous issues, without judgement. I now have the support of an entire team financially mentoring me, handling my bookkeeping, and allowing me to focus where my time is needed.”
– Hank Holiday, CEO of Holiday Ventures
Our awesome team is growing!
Do you love numbers,
people and technology?
People focused. Technology driven.
Momentum Accounting. Cloud solutions at your fingertips.