Success Stories
We provide personalized, out-of-the-box (and into the cloud), dynamic solutions that support your growing business. Balancing the numbers and technology, so you don’t have to.
Find out how we’ve helped our clients:
Company Details:
BroadVision Marketing
Inbound Marketing Consultants
Contact:
Jon Sooy, CEO / Co-Owner
Company Objective:
Just as every new business goes through growing pains, BroadVision was no exception. In 2013, CEO and co-owner Jon Sooy found himself wearing the financial hat for the company. While it is common for business owners to jump into such a role, he struggled with running this part of the business, worrying about cash flow and not seeing the big picture.
Jon adds, “I was treating the business bank account as if it were a gas tank, always checking the gas gauge to see the fuel level. It was exhausting. Can we do things? Can we hire someone?”
Invoicing, receivables, payroll, reconciliations were all adding up to extra hours for Jon, leading to a decision between studying to become a CFO or handing-off responsibility to better BroadVision. There was no feedback, advice, forecasting, help, or strategy provided. With significant growth occurring, change was needed.
Hoping for change doesn’t equate to change, only actions can create opportunity. It took some convincing, but Jon relinquished most of the financial stressors and now wishes he would have done so much earlier.
The Momentum Solutions:
The ability to now work from anywhere with constant access to the dashboard with real-life financials has provided a huge stress relief for Jon and everyone at BroadVision. The peace of mind has created a more relaxed environment.
Momentum knows at times we need more, meeting with us even twice a week to ensure we are keeping up with our growth and development.
“I tended to be scared to hire someone, always worried it wasn’t the right time financially. The insights Momentum continually lays out lets me confidently choose what’s right for BroadVision in the moment.”
“Momentum provides a granular look at our numbers, allowing us to make more intelligent decisions.”
“It is just wonderful to have that safety net of expertise when it comes to our books.”
Jon Sooy, CEO / Co-Owner of BroadVision Marketing
Company Details:
People415
A Management Consulting Firm
Contact:
Becky Barton, CEO / Founder
Company Objective:
Utilizing QuickBooks, Becky was handling all the accounting herself. Invoicing was unscheduled and her books were not being closed regularly. End-of-year tax spreadsheets were undesirable, and Becky knew that she was doing too many things without doing them well. Through word-of-mouth, Momentum was highly recommended, and business has never been the same.
The Momentum Solutions:
Initially, Becky contacted Momentum to take invoicing off her hands; however, she quickly understood the value being presented. Momentum broke down the performance of People415, granting Becky the insight needed for exponential growth and future forecasting. Regular review meetings combing through the previous month’s financials are an integral part of understanding revenue, projecting growth targets from a hiring perspective, playing with pricing, and forecasting future business.
Momentum reconciled invoicing expenses and took over payroll, flowing then into a perfectly laid out end-of-year workbook to turn into the tax accountant. Everything is done in a timely formatted manner. Being very intentional with technology, Momentum provided a personal ‘tech stack’ that converted previous financial methods over to more progressive and higher performing platforms. With dashboards at the fingertips, Becky can now check-in anywhere at any time with live-feed financials for People415.
The hands-on approach from Momentum has completely changed not only the payroll and invoicing at People415, but it has given Becky back the control she desired and the freedom to focus on what she passions about.
“I will continue utilizing Momentum’s services and plan to stay with them indefinitely. They have given me back time in my days while beautifully closing my books monthly, handling invoicing, cleaning my historical records, and managing payroll – along with several other services! I truly recommend Momentum.”
Becky Barton, CEO / Founder
Onward and upward.
We deliver more than numbers.
We help you do more of the things that move you forward and less of the things that hold you back, helping you stay focused on what matters most – being in control of your growing business.