Momentum Accounting
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 Keep your                       MOMENTUM. 

Momentum Accounting provides CFO, controller & bookkeeping services to small businesses and high net worth families 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 tax basis financial statements

  • Expense management

  • Cash transfers, wires, ACHs

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Advisory

  • Cash flow management

  • Forecasting

  • KPI Analysis

  • Budgeting/Goal Setting (personal and business)

  • Consolidated reporting

  • Real-time dashboards

 

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Payroll Services

  • Regular payroll processing

  • Contractor and employee on-boarding

  • Quarterly & annual payroll tax returns

  • Household employee payroll

  • Employee expense reimbursements

  • W-2 and 1099 processing


Our Team

(We are hiring in the Bay Area! Please send an email to info@momentumcpa.com if you are an experienced accountant, team player, tech savvy and have a passion for helping people!)

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Nikole Mackenzie, CPA

Founder/Lead Advisor

After working at a regional accounting firm for several years, Nikole become frustrated with the structure of traditional CPA firms. She felt there was so much more accountants could do to help people 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 She also recognized that many of her clients’ accounting departments were run very inefficiently— using outdated technology, with people often performing the wrong tasks for their skill-set.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 people to handle their bookkeeping, back-office tasks and financial reporting. Nikole uses a systematized approach, combining the right people, process and technology to build custom accounting systems for her clients. She loves helping people-- and in agreement with her competitive nature--she enjoys seeing her clients win, both professionally and personally.

Nikole has almost a decade of experience in public accounting. She has experience auditing GAAP financial statements, preparing business & personal income tax returns, and CFO consulting. Her broad range of experience makes her an asset to any business owner.

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.

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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.


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Ashley Duke

Ap/AR Specialist AND BOokkeeper

Ashely Duke has 10 years of experience with bookkeeping, payables, receivables, and payroll. She has a keen attention to detail and is extremely efficient and thorough in her approach. She’s an all-star with technology and finding ways to improve processes for our clients.

Ashley makes sure all our clients’ bills get paid, receivables are collected timely and bank accounts are reconciled. She communicates directly with our clients’ vendors and customers and handles any discrepancies or issues that come up. Our clients greatly appreciate these tasks being taken off their plates so they can spend time on revenue producing areas of the business.

Ashley enjoys traveling, sporting events 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. Built on years of experience, we are able to quickly offer solutions and improve processes, resulting in both cost savings and efficiencies.

Our Guarantee

  1. At least 2-3 people on every account, so you get a complete accounting department with varying skill levels and skill sets at your disposal

  2. Same business day response time and regular face-to-face meetings (online or in person)

  3. Expertise in cloud accounting technology and systems integration

  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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