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:
Ned Dwyer
Great Question
SaaS
Scaling a SaaS business is hard — your books shouldn’t make it harder.
For Ned Dwyer, CEO of Great Question, finance was the part he avoided until Momentum Accounting stepped in. They helped him move from confusion over accrual vs. cash-based accounting to confidently navigating investor due diligence.
With Momentum, he finally had clarity on the runway, clean reports, and a financial system that earned investor praise typically unheard of for a company at his stage.
If your finances feel like a blind spot, this is what getting ahead looks like.
“Investors have definitely noticed that we’ve got a tight financial ship in place. They don’t have to come chasing us for them, which it sounds like they have to do with a lot of their other portfolio companies. There were a lot of comments around, this is normally not something we see at a company at your stage.“
Guillame Wissocq
AppTweak
SaaS
Managing a U.S. subsidiary from Belgium without a local finance team isn’t easy unless you have the right partner.
As CFO of AppTweak, Guillaume Wissocq needed a U.S.-based team that could handle everything from accounting and payroll to compliance and planning. Momentum Accounting stepped in with full-service support and gave his team the autonomy to grow without micromanagement.
From handling multi-state payroll complexities to advising on compensation structures and remote hiring, Momentum became more than a service provider; they became an extension of the team. Guillaume doesn’t second-guess the numbers. And he doesn’t need to.
“I’ve got a lot on my plate, that’s why I rely on partners in the U.S. Momentum has been very great for that that because I can run the U.S subsidiary from Belgium without any financial internal team in the U.S. So that means they offer great support.“
MaryBeth Hall
Brown Pelican Wifi
IT & Technology Services
When a key team member left, Marybeth Hall faced the stress of managing complex finances while running a busy event services company. She needed more than bookkeeping. She needed a true partner.
Momentum Accounting stepped in, learned the business fast, and delivered detailed, customized reporting that gave Marybeth clarity, confidence, and peace of mind. From day-to-day operations to long-term planning, Momentum became the support system Brown Pelican WiFi needed to thrive through change.
No gaps, no stress, just a seamless extension of the team.
“I was blown away by how Fast Momentum just picked it all up and took over, honestly. My fears were completely allayed and it’s actually gotten better and better the longer we’re working together.“
Becky Barton
People415
HR Professional Services
Managing invoices, expenses, and taxes while running an HR firm was taking a toll. The numbers were unclear, the books weren’t closed monthly, and tax extensions had become the norm.
For Becky Barton, founder of People415, Momentum Accounting brought the structure and clarity she needed. With monthly reports, forecasting, and real-time visibility into direct costs, overhead, and profit, her team finally had a clear financial picture.
Payments now come in faster, decisions are data-driven, and taxes get filed on time without the last-minute scramble.
“The first time that we closed our books for the year and I was able to file my taxes on time was a very big moment.“
Nancy Fiame
Bay Area Bin Support
Waste Management Services
For years, Nancy Fiame thought her business finances were under control until recurring cash flow issues revealed deeper problems.
Momentum Accounting stepped in and quickly surfaced what was really happening: overlooked costs, profitability concerns, and a lack of visibility. They didn’t just diagnose the issues, they partnered with Nancy to fix them.
With changes to payroll timing, invoicing systems, and monthly reporting, Bay Area Bin Support turned a stressful, unclear situation into one of financial confidence and growth.
Today, they’re planning to buy a warehouse, something that felt impossible before.
For the first eight years of our company, we had a family member helping us with it. We thought we understood the numbers, but we really didn’t realize how much we didn’t know until Momentum Accounting came in.“
Jaco Grobbelaar
Broadvision Marketing
Marketing Agency
Running a marketing agency without truly understanding the numbers created constant stress for Jaco Grobbelaar. Every month ended with questions he couldn’t confidently answer about cash flow, profitability, or where the business was really headed.
Momentum Accounting helped turn that around. By pairing financial reporting with industry benchmarks and future-focused planning, Jaco now knows exactly where BroadVision Marketing stands and where it’s going. No more guesswork. No more cold sweats.
From net profit ratios to hiring decisions and growth projections, Momentum became more than an accounting service. They became a financial partner.
“Investing in Momentum Accounting was one of the one of the better investments we’ve made. I have much more insight in my finances. I am not getting the end of the week wondering, do I have enough money in the bank to pay my invoices? I now know where we’re going. “
Matt McIver
Commence Studio
Marketing Agency
Mathew McIver was always involved in his numbers, but without reliable forecasts or clear financial visibility, he couldn’t make the decisions his digital agency needed.
Momentum Accounting changed that. They brought clarity to his P&L, streamlined forecasting, and integrated seamlessly with his tech stack. With consistent communication and custom reporting, Mathew finally had the tools to step back from the financial weeds and focus on growing Commence Studio.
From tough decisions to record profits, Momentum helped transform how his business operates, freeing up time and building long-term confidence.
“Momentum has really helped us get a better picture of our finances, our levers of profitability. and that really improved things for me as far as operating day to day and brought the most financial clarity I’ve ever seen in my business.“
Jeff Brown
Vairex
Specializied Industrial Equipment Manufacturer
Trying to make financial decisions without accurate data, while also scrambling to update outdated systems during a market downturn, left Eberspächer VAIREX in a vulnerable position.
Jeff Brown, General Manager at the clean energy manufacturer, recalls the transformation: fast response times, clearly defined meeting agendas, and a structured process that helped the team make decisions confidently.
With Momentum’s support, Eberspächer VAIREX established standard structures, gained access to timely and accurate data, and was able to act quickly, avoiding worst-case outcomes during a difficult financial period.
“The part of process that I felt made it the most successful was the level of communication and attention to detail. We would get almost immediate responses. With the level of dysfunctionality we had before and to get to where we needed as quickly as we did was a bit of a challenge, but I think it went extremely well.”
Allyson Holt
Bonnie’s Jams
Specialty Food Manufacturer
Selling a company comes with challenges, but for Allyson Holt of Bonnie’s Jams, the due diligence process could have been overwhelming without Momentum Accounting.
Momentum worked side by side with Allyson to compile years of detailed financial data, build a solid cash flow plan, and present clear, accurate reports to satisfy a foreign buyer’s strict requirements. From guiding operational decisions to supporting a complex international sale, Momentum was more than an accounting firm; they were a critical partner every step of the way.
“We sold the company. So that’s a very good thing. They assisted me greatly with the due diligence because that was a huge, huge heavy lift for me. I was really the only one on our team that was doing it. Without Momentum accounting, that would’ve been impossible. “