Momentum Accounting is a virtual accounting firm providing bookkeeping, fractional CFO and back office support to entrepreneurs in the San Francisco Bay Area.
Monthly bank and credit card reconciliations
Bill paying & vendor management
Accrual or cash basis financial statements
Cash transfers, wires, ACHs
Cash flow management
Regular payroll processing
Contractor and employee on-boarding
Quarterly & annual payroll tax returns
PTO & vacation tracking
Employee expense reimbursements
W-2 and 1099 processing
Nikole Mackenzie, CPA
After spending 6 years at a regional accounting firm, Nikole become frustrated with the structure of traditional CPA firms. She felt there was so 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 She also recognized that many of her clients’ accounting departments were run very inefficiently— using outdated technology, with people often performing the wrong tasks for their skill-set.
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 leveraging 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 thought leaders who both challenge and champion the needs of the accounting industry.
Nikole is committed to surrounding herself with a community of people who can help support her clients’s diverse needs. 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. The name “Momentum” was inspired by Nikole’s love for playing team sports and competing.
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.
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.
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
Same business day response time
Expertise in cloud accounting technology
An enthusiastic staff committed to helping you soar past your competition
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.