Creating solutions to our clients’ challenges, every time.

Momentum Begins Here

In 2016, Nikole Mackenzie, small business advisor and entrepreneur, hit the ground running by creating Momentum, a boutique technology-forward accounting firm.

Believing that every business is a unique collection of people, stories, and goals, she was confident Momentum could offer a more holistic approach to numbers, leveraging best-in-class cloud-based technology to provide CPA trained, white-glove bookkeeping, payroll, and CFO advisory services to small businesses—Nikole knew she was right, and she was ready to prove it.

Well-named, the company quickly gained momentum and the relationships created began to tell their own success stories. We were bridging the gap between outdated services and legacy technologies with innovative next generation solutions, and we were having fun!

At the forefront of this movement, we pride ourselves on our people-first approach and dedication to our clients, staying on top of trends and always looking out for their best interest. The combination of our savvy team, custom technology stacks, real-time dashboards and powerful analytics turn data into actionable insights that guide real growth.

Leave the numbers to us!

We focus on the numbers so you can focus on growing your business.

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

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