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

Nikole has spent her entire career as a public accountant in the San Francisco Bay Area. After graduating with a business degree from Cal Poly, San Luis Obispo in 2010, she spent six years at a regional CPA firm before starting Momentum Accounting. Throughout her career, Nikole has serviced clients across a wide range of industries.

In 2016, Nikole founded Momentum Accounting with the goal of providing world-class client service using the latest cloud accounting technology. 

Nikole 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 a member of ProVisors SFX and MP1. 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 working with clients, Nikole enjoys playing Australian Rules Football, attending live music events and spending time outdoors as much as possible.

Ramona Rednic Momentum CPA

Ramona Rednic

Accountant

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.

Upon graduating, Ramona spent time both in private and public accounting before joining the team at Momentum.  She has experience with both personal and business accounting.

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 CPA and 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--helping you streamline complex tasks and manage your entire financial function.

 

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