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virtual cfo

Is Your Business on Track for 2026? A Virtual CFO Review

June 30, 2026June 30, 2026Accounting

By July, most business owners fall into one of two camps: you’re either feeling good about the progress you’ve made so far this year, or you’re wondering how we’re already halfway through and where the last six months went. The reality is that business goals rarely stay static. Markets shift, expenses change, opportunities arise, and...

Still in the Air: Celebrating 10 Years of Momentum

November 18, 2025November 18, 2025Accounting

We recently celebrated Momentum’s 10-year anniversary — and what a ride it’s been. Looking back, I’m filled with gratitude. Over the years, we’ve been surrounded by incredible people — our team, our clients, our friends, and our families — who’ve helped build something worth celebrating: ten years of growth, collaboration, and momentum that just keeps...

virtual cfo, small business accounting

Do I Need a CFO? Clear Signs Your Business is Ready

October 9, 2025October 9, 2025Tips and Tricks

Running a business is exciting — but let’s be honest, it can also be chaotic. Between balancing books, managing growth, and planning for the future, it’s easy to feel like your finances are running you instead of the other way around. That’s where a CFO, or Virtual CFO, comes in. But how do you know...

How Can a Virtual CFO Help Your Business?

April 21, 2023April 21, 2023Accounting, Tips and Tricks

A virtual CFO (Chief Financial Officer) is, essentially, a financial wizard. They may not be able to cast spells or concoct potions, but the number of financial services they provide are enough to be seen as pure magic. However, while a standard CFO is in-house, a virtual CFO is outsourced, remote, and typically works on...

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