Momentum Accounting
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 Keep your                       MOMENTUM. 

Momentum Accounting is a virtual accounting firm providing bookkeeping, advising and back office support to progressive entrepreneurs in the San Francisco Bay Area. 

 
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Accounting

  • Monthly bank and credit card reconciliations

  • Customer invoicing

  • Bill paying & vendor management

  • Accrual or cash basis financial statements

  • Expense management

  • Cash transfers, wires, ACHs

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CFO Advisory

  • Cash flow management

  • Forecasting/goal setting

  • KPI Analysis

  • Scenario modeling

  • Consolidated reporting

  • Real-time dashboards

 

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Payroll Services

  • Regular payroll processing

  • Contractor and employee on-boarding

  • Quarterly & annual payroll tax returns

  • PTO & vacation tracking

  • Employee expense reimbursements

  • W-2 and 1099 processing


Our Team

Nikole Mackenize Momentum CPA

Nikole Mackenzie, CPA

Founder/Lead Advisor

After spending 6 years at a regional accounting firm, she become frustrated with the structure of traditional CPA firms. She felt there was much more accountants could do to help business owners throughout the year, rather than just once per year at tax time.  She also recognized that many of her clients’ accounting departments were run very inefficiently— using outdated technology, with people often performing the wrong tasks for their skill-set.

So in 2016, Nikole founded Momentum Accounting with the goal of providing an alternative way for businesses to run their accounting department by combining the right people, the right processes and the best technology.

Nikole is passionate about using technology to help her clients build efficient and scalable businesses. She is a member of  Xero’s North America Xero Partner Advisory Council (XPAC). XPAC is a small group of bookkeepers and accountants who both challenge and champion the needs of the accounting industry.

Nikole is committed to surrounding herself with a community of people who serve her same type of clients. She is a member of ProVisors. ProVisors is an invitation-only community of high-caliber senior-level professionals - experienced Trusted Advisors who share the highest standards of integrity, performance, and accountability.

When she isn’t busy helping her clients, Nikole enjoys playing Australian Rules Football, snowboarding, attending live music events and spending time outdoors.

Ramona Rednic Momentum CPA

Ramona Rednic

AccountING Manager

With over 15 years of experience, Ramona Rednic is a veteran when it comes to accounting. After emigrating from Romania to the United States in 2000, Ramona jumped into the finance world and later earned her bachelor’s degree in Accounting & Finance from California State University, Hayward.

Ramona acts as our clients’ accounting manager, coordinating with clients and making sure financial statements are delivered timely each month. She’s known for her great sense of humor and excellent client service.

In her free time, Ramona enjoys skiing, hiking, traveling and spending time with her family.


Momentum CPA Hiring

You?

We're hiring. Send us an email at info@momentumcpa.com

 

 

Cloud Based Solutions

Momentum Accounting provides the latest solutions in cloud accounting. Let us simplify your life by integrating systems to streamline your day-to-day tasks like paying bills, processing payroll, and taking customer payments.

Benefits of Outsourcing

You’ll get the expertise of a professional accounting team combined with the responsiveness of an in-house accountant without the overhead of an employee.

Our Guarantee

  1. At least 2 people on every account, so no matter how small your business you get a complete accounting department with varying skill levels and skill sets at your disposal

  2. Same business day response time

  3. Expertise in cloud accounting technology

  4. An enthusiastic staff committed to helping you soar past your competition

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Mission Statement

Above all else, we at Momentum Accounting believe that business is personal. Your company isn’t simply the sum of its parts. Rather, it’s a collection of unique people, stories and goals. With that in mind, we constantly strive to develop relationships with our clients that are deeper and more understanding than what you’d find at a “typical” accounting firm. In our opinion, no two clients are alike, and that is why we build solutions and processes that are tailor-made to your needs. We are committed to being trail blazers in cloud accounting technology, approaching everything we do with a team mindset, and always going above and beyond to “wow” our clients.

 

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