We’ll work with your team or handle the bookkeeping entirely! We can run payroll, categorize expenses, invoice clients, manage accounts receivable, optimize accounts payable, oversee employee expenses and reimbursements, complete monthly bank reconciliations and create relevant reports, so you can focus on everything else. We’ll use the most current technology to keep your books up-to-date, so you can make empowered financial decisions. We’ll provide monthly or quarterly financial statements, with summaries and recommendations to help you see the big picture.
Think you can’t afford a CFO on your team? We can be your trusted advisor, without the CFO salary expense! Through our monthly or quarterly meetings, we’ll get to know your business and goals. We’ll advise on cash flow, labor, department and pricing strategies, marketing, growth, process improvements, industry KPI’s, etc.
Businesses and their passionate individuals have additional complications to consider when planning, so let’s work together! We’ll have a constant tax-eye on your financial happenings and are available for questions anytime they arise. Quarterly tax estimates are a great way to stay on top of tax liabilities and strategize through salary, expense, and depreciation optimization. There will be no surprises when the returns are prepared and filed.
• We’ll have a free consultation to discuss your pain points and current systems. • We’ll do an initial 17-point review of the current state of your accounting software. • We’ll create a proposal of suggested clean-up actions, ongoing services and a monthly price quote. This monthly rate will include all services, no additional bills throughout the year for phone calls, emails, payroll reports, duplicate requests, social outings… • We’ll meet again to put the necessary applications into place and get them connected. • Depending on your package, we’ll process expense receipts, pay bills, update bank and credit card accounts on a daily, weekly or monthly basis. You’ll hear from us a lot as we learn your business and improve processes, because we are a part of your team! • We’ll reconcile all accounts monthly and develop relevant reports for your use. We’ll help you use those reports, too! • We can adjust your services as your needs change and you can cancel at any time, but you won’t…
Momentum has been SO beneficial for our growing small business! They are professional, responsive, educational, and so fun to work with...even when talking boring numbers and taxes. They have found solutions to all of our needs and proven to be a critical part of what maintains our business compliance in the ever changing rules and regulations. Hire them, you won't regret it!
Ryann and her team at Momentum Tax and Financial are awesome to work with!! Accounting, payroll, and much more but Momentum has a great approach of a free consultation to determine whether it is a good fit on both ends. I appreciate the consistent education I get from this team and highly recommend reaching out if you have tax and accounting questions!
I have attended several presentations given by Ryann and her staff. I was very impressed with her knowledge and professionalism. Everyone I know that has used Momentum Tax & Financial has been extremely pleased with how this firm works and takes care of their needs in this area. I never hesitate to recommend them because everyone who I know that has used their services has been extremely pleased.
Best in the business! Customer friendly and very thorough!!
My husband and I own two businesses and we love working with the Momentum Tax team. Accountants used to make me cry, but this team always makes me feel comfortable to ask questions (in which they are so timely in handling). I would gladly recommended them for all accounting, tax preparation and payroll needs!
Kayla Buchmeier McGill
Ryann and the team at Momentum are amazing! Within a week of signing on with them they had my entire business budget, cash flow projections, payroll, taxes all handled and organized. They even found thousands $ in tax savings that my previous CPA never took advantage of. They are always available for phone calls and email questions, and I LOVE the monthly "business plan" meeting with Ryann to go over all aspects of our business and budget. It really feels like I now have a "Finance Department" for my small business. Momentum will pay for themselves 10x over in your business, so call them!
I've been a customer for a few years now and have been very happy. Ryann and her team have been able to help myself and our business, addressing and resolving all our complicated questions and needs. As I side note, I love their logo and old town location! Pick up a logo sticker while you're there!
We have used Momentum Tax & Financial for over 14 years with only positive results. The ability of the dedicated team to keep our businesses updated with the changing tax requirements has allowed us to grow with confidence and success. When you want the best for your financial needs, simply use Momentum!
I have been using Momentum for tax preparation for quite some time, both for personal and business. They are easy to work with and have a very nice streamlined process from start to finish.