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Get as much Momentum as you need.

We offer our outsourced accounting services in tiered packages – Bookkeeping Partner, Controller Guidance, and CFO Expertise. 

Strategic Advisory & Insights

Each package offers an increasing level of accounting support and financial expertise. Packages can be customized to meet a wide range of needs based on your industry and your particular requirements.

This enables you to get as much Momentum as you need at a cost that represents significant savings compared to full-time employees.

Imagine all your monthly bookkeeping being done for you, better than you can currently do it, for less than a $1,000 a month. 

All of the administrative tasks of bookkeeping come off your plate and into our incredibly capable hands. 

Your monthly reports enable you to track your business’ performance against industry standards, identify trends and patterns, areas of concern, and opportunities for improvement. 

With Momentum as your Bookkeeping Partner, you have the freedom to focus on what you do best. You have a clearer picture and deeper insight into how your business is doing month over month, and you have ready access to the financial data you need to make more informed decisions.

This package is designed for smaller businesses that are focused on becoming the next big thing…bookkeeping is necessary, but not a priority.  It is for us.

As your business grows, you will reach a point where bookkeeping is not enough.

Momentum offers packages for businesses that require an experienced accountant/CPA dedicated to overseeing the day-to-day financial operations of your company, as well as providing strategic financial guidance to help it achieve its goals.

That’s Momentum Controller Guidance.

This robust package elevates your finance and accounting capabilities at about half the cost of an in-house controller.

As your company grows and expands, it will face new financial challenges and opportunities.

You need CFO -level expertise to manage the company’s growth and expansion, including developing and implementing financial strategies, securing funding, and managing risk.

This includes developing financial metrics, monitoring performance against financial targets, and providing financial analysis and guidance.

When you’ve reached a level of growth and success where you need strategic financial planning, forecasting, and modeling to take your company to the next level, Momentum CFO Expertise can get you all you need without the CFO price tag.

Discover the power of Momentum outsourced accounting for your business.

Momentum begins here.

Stop juggling. Start focusing.

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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