Accounting is a team sport.

You’re going to love working with us!

Our team shares a common goal, to make accounting technology more accessible and the entire process more human.

It’s our people who make the difference.

Meet the team that brings clarity to numbers and turns data into insights that help you drive better, faster, more streamlined business decisions—everyday.

Let’s work together
Nikole M

Nikole M

CEO & Founder
Milli B

Milli B

Head of Growth & Partnerships
Jen H

Jen H

Director of Client Services
Ramona R

Ramona R

Controller
Ashley D

Ashley D

Accounting Manager
Meagan G

Meagan G

Onboarding Manager
Courtney L

Courtney L

Senior Accountant
Mark M

Mark M

Accountant
Mary Grace S

Mary Grace S

Bookkeeper
Alyssa B

Alyssa B

Bookkeeper
Jamie E

Jamie E

Onboarding Lead
Mary W

Mary W

Lead Accounting Manager
Re-ann B

Re-ann B

Executive Assistant
Owen M

Owen M

Accounting Intern

Nikole M

CEO & Founder

Nikole has seen small business accounting from every perspective as a recovered tax and audit CPA who now runs her own scaling accounting firm. With her easy-going approach and contagious enthusiasm, she’s led hundreds of owners to revitalize their paper-based accounting departments or build new systems from the ground up. Nikole has high standards and competes to be a top performer - envisioning big things for her clients and her own business.
  • Location: CA
  • 1 Podcast Co-Host: Cash Flow Show
  • 7 Australian Rules Football National Championships as a member of the SF Iron Maidens
"I’ve always loved working with small businesses, and now technology is allowing us to become embedded with them in a whole new way. We’re providing powerful financial insights that are influencing real growth. We’re riding all the highs and lows alongside our clients in a way accountants historically have never been able to do. How COOL is that!"

Milli B

Head of Growth & Partnerships

Milli is the driving force behind strategic growth and streamlined operations at Momentum (and the only non-accountant!) With a knack for turning big-picture goals into clear, scalable systems, she builds the infrastructure that keeps everything everything running smoothly. Whether refining sales strategies, implementing EOS, or coaching teams, she brings a people-first approach to every challenge.
  • Location: CA
  • Ran her own business for 8 years
  • 7 Australian Rules Football National Championships, teammates with Nikole
“I thrive on turning chaos into clarity. I’m obsessed with building systems that support both the business and the people behind it – because every time we grow, we get to support more business owners doing what they do best!”

Jen H

Director of Client Services

Jen is consistently there any time you need a little extra guidance. If you’re looking for someone who will understand the nuances of your business so that she can anticipate your needs, Jen is your partner.
  • Location: CA
  • 1 BA in Business with an Accounting concentration
  • 2 Fur Babies: Norman and Buddy
“I am there for my clients for whatever they need and try to go above and beyond expectations. If I don’t have the right answer, I will find someone who does.”

Ramona R

Controller

Ramona’s ‘whatever it takes’ mentality keeps her clients’ businesses moving forward. If you’re looking for someone scrappy and unafraid to conquer any challenge, Ramona is your partner.
  • Location: CA
  • 1 BA in Accounting & Finance
  • 10 Years of Season Ski Passes in Tahoe
“I love building one-on-one relationships with different small business owners. I’m excited to show them how we can use different tools and processes to solve their problems - and there is always a problem to solve!”

Ashley D

Accounting Manager

Ashley D. is the eyes and ears for her small business owners. If you’re looking for someone who enjoys providing support at the ground level and does her job well so that you can do your job well, Ashley is your key support person.
  • Location: AZ
  • 14 Years of Experience in Accounting
  • 3 Holidays Always Celebrated at Once (Thanksgiving, Birthday, and Christmas)
“I love how agile small businesses are. Seeing how a small process change I recommended and implemented can take the stress away from a business owner really makes my day.”

Meagan G

Onboarding Manager

Meagan is a detail-driven accountant who brings clarity and confidence to her clients’ finances. With a background in onboarding new clients, she has helped develop streamlined, supportive processes that makes getting started feel easy.. She specializes in helping business owners clean up their finances, catch up on past work, and implement systems that support smarter decision-making. Clients appreciate her down-to-earth communication style, proactive mindset, and genuine investment in their success.
  • Location: Michigan
  • Bachelor of Business Administration (BBA) with Business Management and Accounting concentrations, Northwood University, 2013
  • I spend most of my free time watching my boys race their motorcycles
“I'm excited to bring a calm, can-do energy to every project - helping clients feel less overwhelmed and more empowered with their finances.”

Courtney L

Senior Accountant

Courtney Lake brings both expertise and heart to her role as Senior Accountant. She’s passionate about building strong relationships with her clients, creating a seamless flow of communication, and supporting businesses as they grow from the ground up. With her thoughtful and collaborative approach, Courtney ensures that her clients feel supported, understood, and set up for success.

Location: Tampa, Florida
Senior Accountant

Sports mom through and through—whether it’s cheering at her son’s baseball game, supporting her daughter at cheer competitions across states, or watching football at home, she’s always all-in for her team.

“I love that Momentum, even while being remote, still has such a strong family feel. Everyone steps in to support one another, and the collaborative, exciting environment makes it a joy to be part of the team.”

Mark M

Accountant

Mark is passionate about making financial clarity accessible to everyone. With 9 years of experience, he excels in bookkeeping and financial analysis helping clients understand their financial health and achieve their goals.
  • Location: Philippines
  • 1 BS in Accountancy
  • Loves playing computer games!
“I love the opportunity to make a tangible impact on our clients' financial well-being. It’s incredibly satisfying to transform complex numbers into clear insights that empower our clients.”

Mary Grace S

Bookkeeper

Mary's superpower is her amazing attention to detail. She's like a detective, carefully tracking every penny and making sure everything adds up perfectly in the books. But Mary's not just about numbers. She's also really reliable and trustworthy. Small businesses rely on her to keep their finances in order and follow all the rules.
  • Location: Philippines
  • Certified Public Accountant (Philippines)
  • 1 Tortoise cat named Choco
“The best part of being on the team at Momentum is the opportunity to work with dedicated colleagues in a supportive environment, they always make sure that we have a work-life balance. I care most about providing accurate financial services to clients and contributing to their success. ”

Alyssa B

Bookkeeper

Alyssa is a seasoned bookkeeping professional with more than 12 years of experience in accounting, payroll, invoicing, and financial management. She approaches every client relationship with care and precision, ensuring that their books are not only accurate but easy to understand. Alyssa believes that great bookkeeping creates peace of mind, giving business owners the clarity they need to make confident decisions and focus on what they do best.

Known for her reliability and genuine warmth, Alyssa values connection as much as accuracy. She takes pride in building lasting relationships and providing stress-free support that helps clients feel informed and empowered.

Location: Philippines
Education: Bachelor of Science in Accounting Management; Master’s in Management, Major in Public Administration

Outside of work, Alyssa loves being outdoors — fishing, traveling, and exploring new places with family and friends. She also enjoys relaxing by the water with her two dogs, Sachi and Cream O.

“It’s fulfilling to know that my work helps business owners gain clarity and peace of mind. Every balanced book and satisfied client feels like a meaningful achievement.”

Jamie E

Onboarding Lead

Jamie is an experienced accounting professional who leads with clarity, consistency, and care. As Momentum Accounting’s Onboarding Lead, she takes the time to truly understand each client’s unique goals and needs, ensuring every project starts with a strong foundation. Her proactive communication and commitment to excellence keep clients informed and confident throughout the onboarding process.

With a Bachelor of Science in Accounting and years of hands-on experience, Jamie brings both technical expertise and a solution-focused mindset to every engagement. She’s known for her professionalism, reliability, and ability to make complex processes feel simple and seamless.

Location: Illinois, United States
Education: Bachelor of Science in Accounting, 2009

When she’s not focused on helping clients get started with Momentum, Jamie enjoys spending time with her family, reading romance novels, catching up on her favorite TV shows, and traveling.

“I’m truly excited to bring a proactive and client-focused approach to every engagement at Momentum Accounting.”

Mary W

Lead Accounting Manager

Mary is passionate about partnering with business owners to help their companies grow and thrive. With a strong background in accounting and finance, she combines strategic insight with hands-on expertise to build efficient systems that drive long-term success. Mary’s approach is rooted in accuracy, clarity, and collaboration, ensuring clients have the reliable financial information they need to make confident, informed decisions.

Known for her problem-solving mindset and ability to streamline operations, Mary takes pride in helping businesses find clarity and control in their numbers. She’s dedicated to creating lasting partnerships built on trust, transparency, and results.

Location: Washington, United States
Education: Bachelor of Science in Accounting and Finance

Outside of work, Mary loves exploring warm, sunny places and recently earned her scuba certification. When she’s on land, you can often find her hiking and enjoying the great outdoors.

“I’m passionate about accounting and committed to using it to support growth and success for everyone I work with.”

Re-ann B

Executive Assistant

Re-ann is a steady, behind-the-scenes force who keeps things running smoothly so others can lead, create, and grow. As an experienced Executive Assistant and operations pro, she’s all about clarity, structure, and thoughtful support. Whether she’s streamlining workflows or managing day-to-day priorities, Re-ann brings a calm, organized presence that helps everyone around her stay focused and in control.
  • Location: Philippines
  • Executive Assistant & Operations Specialist
  • Loves reading, watching anime, and playing piano
“I love being the support that keeps things moving and makes sure clients stay organized, focused, and on track—from managing priorities to handling the small but important tasks that often go unnoticed. I’m proud to be part of a team that values real impact and helps businesses grow with confidence.”

Owen M

Accounting Intern

Owen is the most junior member of the Momentum team working behind the scenes as the duct tape that holds together some of our unavoidably manual workflows. Your key support person and partner rely on Owen to access, organize, and maintain essential backup documentation as part of their monthly accounting workflow.

  • Location: CA
  • 1 High School Diploma (In Progress)
  • 1 Truck ready to be driven on his 16th birthday

“Before Momentum, I didn’t have the confidence or trust in what we were doing. Within moments of hiring them, I knew it was the right thing to do. They handle business smoothly and fix any previous issues, without judgement. I now have the support of an entire team financially mentoring me, handling my bookkeeping, and allowing me to focus where my time is needed.”

– Hank Holiday, CEO of Holiday Ventures

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