Momentum Accounting





The professional services industry includes lawyers, accountants, financial advisors, architects, engineers and consultants. When looking at your business from an accounting perspective, you may find that you’ll need some or all of the following:

  • Billing based on time, project, retainer, or work completed

  • Managing employee expense reimbursements and allocating costs to clients

  • Cash flow reports, so you know what’s coming in and going out

  • Integration with online payment systems, for quick and easy payment from customers

  • Client trust accounting and reconciliation

  • Partner capital account tracking

Momentum CPA Serial Entrepreneurs


With great success comes new challenges and increased responsibilities. It’s likely you’ve got endless businesses ventures, countless investments, and/or multiple real estate properties. Our experience with personal finance, combined with our knowledge of the latest and greatest technologies, will take a large administrative burden off your plate. That way, you can focus your energy on growing your empire. Our services include

  • Online bill pay services. Traveling the world? No problem! With you can approve bills for payment with the touch of a button on your mobile phone

  • Payroll administration and tax filing for household employees, personal assistants, and other staff

  • Online document organization and storage

  • Personal financial statements

  • Budgeting and cash flow management

  • Separation of business and personal expenses, per IRS tax code

  • Ensuring proper flow of cash and expense allocation among entities

  • Compile financial information to lenders, lawyers, tax accountants and other professional service providers

  • Investment tracking

  • Tax planning (note that we do not prepare taxes, but we will be proactive and work with your tax CPA as we see taxable events occur)

  • Tracking of charitable contributions, gifting, and medical expenses

  • Consolidation of personal, business, and real estate entities for a complete financial picture

  • Family Limited Partnership (FLP) bookkeeping



When it comes to bookkeeping, let us do the heavy lifting. We will:

  • Make sure your transactions coming from Pike13, Mindbody or your favorite fitness ap are properly reconciled in Xero

  • Track your different streams of revenue, like: group classes, personal training, corporate wellness, and apparel sales, so you can make sound decisions about your next business move

  • Evaluate key performance indicators like average lifetime of a customer and revenue per square foot

  • Help you navigate the rules the on contractors vs employees

  • Plan your cash flow. Want to make a big equipment purchase or spend money on marketing, but unsure how much you need to save to pay taxes? We can put together a cash flow with multiple scenarios to help you decide how and when to make big investments

  • Keep you compliant. Did you know those T-shirts you sell with your logo are subject to sales tax?

Momentum CPA Gym