Momentum
We let organizational leaders sleep at night, knowing their financial house is in order and the reliable information they need is always available.
Momentum provides first class, full service finance functions to select small and medium-sized organizations.
Combining modern technology with a no-gimmicks, first things first approach, we rapidly tidy legacy issues, provide you with clean monthly reporting and forecasting, implement internal controls, and free up your time to focus on the priorities that matter to your organization.
We don't stop there: after modernizing your finance function, we provide ongoing analysis, insights, and project support for major initiatives that require CFO capabilities.
Not just bookkeeping: we offer all the benefits of a full in-house finance team, at a much lower cost.
Not just bookkeeping: we offer all the benefits of a full in-house finance team, at a much lower cost.
Our services
Full-cycle accounting and custom monthly financial reporting and forecasting
Process optimization and automation, including software migration and integration
Process and Standard Operating Procedure documentation
Creation of a detailed annual budget and monthly reporting against it
Implementation and execution of a full suite of internal controls; annual reporting on controls enabling boards to meet fiduciary oversight responsibilities
Prompt preparation of annual financial statements and fast, clean responses to annual audits/reviews
Ongoing assistance with major projects that add value to your organization (e.g. reorganizations, support on execution of strategic plans, customized reporting)
Accounts payable, accounts receivable, and payroll processing and review
Benefits of working with us
Efficient systems that produce reliable financial reporting
Our backgrounds include process optimization, data management, and internal controls. We bring these together to create financial systems that provide the financial information you need when you need it, assured that it's accurate.
Your time freed to move the organization forward
We help organizational leaders sleep at night. Our first priority is to take over any detailed finance work that your leadership team is involved in, and our second is to give you assurance that finance will run smoothly while you focus on strategic priorities.
Expertise that many organizations don't have the resources to access
We love to add value. We get the day-to-day done efficiently so we can execute on big-impact projects and provide CFO-level strategic advice, all at a lower cost than hiring an internal team. From advanced financial analysis to endowment reorganizations to operational data management, we can help unlock your organization's potential.
Integrated Financial Planning & Analysis (FP&A)
Budgets and forecasts are directly integrated into your organization's financial reporting model, eliminating manual work and facilitating ongoing analysis. We work alongside you to keep your rolling forecast up to date and refine your budget each cycle.
Dedicated service and client care
We love seeing our clients succeed, and we value our own work-life balance. We're growing carefully, not quickly, and are committed to delivering exceptional value and having strong relationships with you. Our availability and responsiveness will always reflect that.
We work with changemaking organizations who need a bit of support to get to the next level
We're most likely to be a fit if your organization:
Is values-driven, with a team passionately aligned with your mission
Has an annual operating budget between $500,000 and $10,000,000
Involves some complicated financial data and financial reporting (we especially love deferred revenue)
Wants to simplify budgeting, forecasting, and reporting against actuals
Has an engaged Board of Directors
Wants its executives to be free from day-to-day finance so they can focus on creating your vision!
