We help you see the big picture.

Outsourced CFO Service

You receive all of the same benefits and more from employing an in-person CFO without actually having one in-house, and at a fraction of the cost.
CFO Advisory

Your Virtual CFO is here.

You receive all of the same benefits and more from employing an in-person CFO without actually having one in-house, and at a fraction of the cost.

Momentum’s specialized CFO program takes a team-approach to your finances. Your dedicated CFO will have access to a range of diverse resources from within our accounting firm to provide planning, forecasting, and budgeting for your business that you can access from anywhere at any time.

Personalized dashboard in real time numbers.

Cash flow analysis and assistance, identifying key business signals.

Data-backed recommendations identifying untapped opportunities.

Investor and bank reporting handled.

Regular notifications and growth development strategies for future financials.

Developing and analyzing KPIs and answering questions:

  • What is the maximum revenue potential with my current staff capacity?
  • If revenue continues to grow at the current rate, when should I hire my next employee?
  • How much do I need to increase revenue to hire two more employees?
  • What is a SMART revenue goal for the upcoming year?
  • If I open a new service line, how will my projection change?
  • What areas do I focus on to increase my profit margin?
Every business needs a CFO

Build your business with better numbers.

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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